Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to do a pipeline change to add or update opportunity statuses, using the bulk action feature:
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Question: How do I select contacts for a bulk action?**
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Question: How do I perform a pipeline change using bulk actions?**
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Question: Can I cancel a bulk action once it has started?**
**Answer: Depending on your system’s capabilities, you may or may not be able to cancel a bulk action once it has started. Check with your system administrator or consult the help documentation for specifics on your platform.
Question: Can I update opportunity statuses for multiple contacts at once?**
**Answer: Yes, using the Manage Opportunities bulk action, you can add or update pipeline stages, opportunity statuses, lead values, and more for selected or all contacts.
Question: What specific details can I customize when performing an Add/Update Opportunity bulk action?**
**Answer: When the “Add/Update Opportunity” window appears, you can customize several fields including the Pipeline, Stage, Opportunity Name, Lead Value, and Opportunity Status.
Question: How does a bulk pipeline change affect my “Attribution” data?
Answer: The system will log the bulk action in the Audit Logs. In your Reporting dashboard, the conversion or stage change will be attributed to the user who initiated the bulk action. If the lead was originally from a specific ad campaign, that original attribution is usually preserved on the contact record.