How to Apply Mass Update to Opportunities

Use the mass update feature to update several fields on multiple opportunities at once. For example, you can update the status or add comments for multiple opportunities without having to go into each individual record.

Among the fields that you can update are:

Account
Budgeted
Close Date
Comments
Currency
Date Budget Available
Estimated Deal Duration
Include in Forecast
Level of Risk
Owner
Primary Competitor
Primary Contact
Sales Stage
Status
Win Probability
Win/Loss Reason

These predefined fields can't have a blank value:

Currency
Close Date
Sales Stage
Include in Forecast

Note: Your administrator must enable this feature before it's available in the application.

Steps to Apply Mass Update

Here's how to update several fields on multiple opportunities at once:

Navigate to the Opportunities landing page.
Search for the records you want to update.
Click Update from the Actions menu.
Select the records that you want to update and click the Update button.
Select the fields and assign or enter values for them. Keep in mind:
- If you want to update a field that has a parent field, then the value of the parent field must be the same across all child records selected for mass update.
- You can't apply mass update to conditionally updatable fields.
When you're done making updates click Submit.