Bulk Edit in Opportunities

Bulk Edit in Opportunities

August 23, 20241 min read

Reduce your workload and modify several contacts as a unit with Bulk Edit in Opportunities. This feature allows you to select multiple contacts and apply changes to them, keeping the experience fast and simple.

⭐️Why Is This Feature Beneficial To Your Business?

  • Improved Efficiency: This saves you time and effort by allowing you to implement the change to several contacts altogether.

  • Ensured Accuracy: Minimizes error by removing the repetition of manual edits that need to be done, ensuring the change is applied correctly.

  • Maintain Consistency: By applying all changes to several contacts you ensure the experience remains the same across all, even if you need to revert the changes.

⭐️How To Use Bulk Edit in Opportunities:

  1. To start go to your settings, and head to the Labs section. There enable the option Bulk Edit Opportunities

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  2. Navigate to the Opportunities section and select List View.

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  3. Check the box next to the contacts you’d like to edit

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  4. Click the edit button at the top

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

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  6. Click on Confirm to apply your changes.

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Make the most out of your time by avoiding individual changes with Bulk Edit in Opportunities. Now you can modify fields as needed while keeping information consistent and accurate.

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. 

Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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