• For the Actionera Marketing Portal
  • Not for the Creator Portal


Bulk Edit Opportunities feature is designed to streamline your workflow by allowing you to update multiple fields across multiple opportunities simultaneously.



Step 1: Navigate to Opportunities > List View.



Step 2: Select Opportunities

  • Choose multiple opportunities that you wish to edit and click on the Edit button at the top.



Step 3: Update Fields

Select the fields you want to update and enter the new information



Step 4: Apply Updates

Click on Confirm to apply your changes.



Step 5: Monitor Progress

Head over to the Bulk Actions page to monitor the progress, review successes, and identify any errors.