Infinity3 Help Centre

Apply the same change to a selected group of deals, such as reassigning them to another colleague.

Before you start

You’ll need permission to edit opportunities. Agree the change and review any workflows triggered by changes to owner, stage or status.

Select the deals

1. Open Opportunities and choose the relevant pipeline.
2. Apply filters to narrow the results.
3. Use the available selection controls in Card or List view.
4. Review every selected record and the selection count.
5. Open the bulk Edit control.

Use List view and All Pipelines, where available, when you need to review deals across several pipelines.

Apply the update

In Opportunity Details, choose only the fields you intend to change. These can include owner, pipeline, stage, status, value and other supported fields.

Enter the new values, check the selection again and save. If moving deals to another pipeline, choose a valid stage in the destination pipeline.

Check the result

Reopen the list, clear any filters that could hide updated records and inspect a sample of deals. Review any resulting workflow activity.

Things to know

• Selection scope can differ between views; do not assume selecting one page selects every matching record.
• Bulk edits apply shared values, so update differing deal values individually.
• A correction does not reverse messages already sent by triggered workflows.

Contact Infinity3 with the affected records and changed fields if the result is unexpected.