Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to do a pipeline change to add or update opportunity statuses, using the bulk action feature:
Step 1: Choose Your Contacts
- Navigate to your contacts.
- Check the box to select contact records.
- You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in your system.
Step 2: Choose Your Action
- Choose the icon for “Pipeline Change”. In the “Add/Update Opportunity” window that pops up, choose a pipeline, stage, opportunity, lead value, opportunity status, and more.
- Click Add/Update Opportunity to confirm your changes.
