How to update Deals in Bulk?

How to update Deals in Bulk?

When a deal is created by a user, there are chances that for some valid reason bulk action update would be required. Users can use the filter icon in the Deals Listing page to view Deals that fall under a specific condition. This article covers the steps to be followed for updating / deleting deals in bulk based on the clients current requirement.

Prerequisites

  1. Permissions:  User with Deal Management > Update permission on Deal
  2. Product Plans: Embark/Elevate
  3. Activities to be Completed: None

Steps

Step 1: Login to access default dashboard > Click on Deals button



Step 2: Click on multi select button in case of bulk update, it will by default select all the deals as set on the listing page. For example, if page view is set to 10 results per page only those 10 deals will be selected



Step 2 (a):  There is a provision to select only those 10 or you can also choose all deals in one click 



Step 3: Once required deals are selected, click on Update or Delete button to action on it accordingly 



  1. Update button will allow to update any data fields of deal details
  2. Delete action will erase the selected deals in one go

 




Step 4: In case of bulk update you can also use filters to narrow down the search parameter, for example, I want to update owner of lead in bulk, I've set filter to one of the existing user, in order to update records to new owner I can select all and update.





1. Max 10000 records can be updated or deleted in one go
2. Only 1 bulk job can be performed at a time from tenant id



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