How To Add/Update Opportunities For Multiple Contacts

Created by Belinda Henry, Modified on Sat, Jul 8, 2023 at 3:06 PM by Belinda Henry

How To Add/Update Opportunities For Multiple Contacts

Using Bulk Actions with Contacts or Smart Lists, you can perform multiple one-off actions on your chosen contacts. Here’s how to Add/Update Opportunities for multiple contacts:

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 01

Click "Contacts"

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 02

Select the contact(s) that you wish to add/update opportunities.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 03

Click the "Pipeline Change" button.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 04

Click the "Select Pipeline" field.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 05

Select the pipeline you would like to add/update opportunities for.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 06

Click the "Select Stage" field.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 07

Select the stage you wish to add/update.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 08

Click the "Opportunity Name" field.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 09

Type the opportunity name you wish to add/update

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 10

Click the "Opportunity Source" field.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 11

Type the opportunity source you wish to add/update.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 12

Click the "Lead value" field.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 13

Type the lead value you wish to add/update

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 14

Click the "Opportunity Status" field.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 15

Select the opportunity status you wish to add/update.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 16

Click the "Action" field.

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 17

Type a description for the action (to be shown in tracking report)

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 18

Click "Add/Update Opportunity"

Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 19

Click "Ok"