Product Suggestions
Add a new idea Subscribe
Status Shipped
Categories CRM App
Created by Guest
Created on Jun 26, 2023

RELATED IDEAS

Bulk update Opportunity Statuses

There are many scenarios in which a user might need to close multiple opportunities at once. Being able to do so from one report/via excel would save them going into each record

  • Attach files
  • Admin
    Andrew Ardron
    Reply
    |     Apr 16, 2024

    We've added this feature to Bulk updates in 119

    For more information on release 119 please refer to the release notes: https://docs.prospect365.com/en/articles/9166879-release-notes-v119
    Release 119 is currently rolling out so if you dont have this update yet you soon will !

  • Guest
    Reply
    |     Dec 20, 2023

    At year end or if a sales person has left, It would be good to be able to do some bulk maintenance on opportunities and close off any long standing pipeline opportunities

0 MERGED

Allow Bulk update Opportunity Status

Merged
Currently you cannot bulk update Opportunity status within the CRM. I believe this is due to handling Opportunities that are in different pipelines that may not use the status you are trying to set. It would be beneficial to have a report that you...
Guest 12 months ago in CRM App 0 Shipped
1 MERGED

Have a function to bulk close opportunities

Merged
Opportunities can often be left open or become dead but never closed for many reasons. It would be helpful to have a function to bulk close them as often this is the only status they need to be bulk changed to. Will help keep the data tidy as well...
Guest over 2 years ago in CRM App 0 Shipped