Can I bulk update the layout or stage field of a deal?

Can I bulk update the layout or stage field of a deal?

Yes, you can bulk update the layout and stage of deals. Both layout and stage will be listed in the Fields dropdown after you click Mass Update.

You need to select which pipeline and stage to move the deals to.
You can choose Pipeline instead of Layout to bulk update the pipeline of the records.
    • Related Articles

    • Is multiple sales pipeline same as a sales funnel?

      The terms sales pipeline and sales funnel are often used interchangeably due to their similarities. However, there is a difference between the two: A sales funnel gives a visual representation of the sales pipeline and displays the number of leads ...
    • When should I use multiple sales pipelines?

      If the way your business works means that the sales process differs based on the product, service, or client, then you need to use multiple pipelines to monitor your sales processes. For example, consider the sales process in a real estate business ...
    • How can I update the pipeline and stage fields automatically after sending a mass email?

      The pipeline and deal stage can be automatically updated through follow-up actions (field updates) after sending mass emails. When sending the mass email you can select the follow-up action by selecting the trigger for the action (email clicked, ...
    • How is a page layout different from using multiple sales pipelines?

      Page layouts are used to capture details of different records in a single module. For example, you need to gather different details from customers who purchase a mobile device than for customers who have a mobile device service. So, though both the ...
    • How do I create multiple sales pipelines?

      Pipelines can only be created for the Deals module. To create a pipeline, follow the steps below: To create a sales pipeline Go to Setup > Customization > Pipelines. Click New Pipeline. Enter a name and select the Layout to associate the pipeline ...