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How do I bulk update existing field in PipelineDeals?

Maria Herrell
Updated 1 year ago

Bulk Editing People

Within the Pipeline People section, you can do a bulk update of People Owner, Status, and tags. To update the owner you can check off the People you need to Reassign and press Reassign and select the new owner at the top of the screen. To update tags,  you can check off the corresponding people and press More, and select your option. Please note that adding tags on a record will add your new tags in addition to any other tags that are in place. It will not remove the previous tags associated with that record. 

Bulk Editing Deals

You can also bulk update the Status, Owner, Archive, or Unarchive a Deal. Again, you check off which Deals you want to adjust, press More, and select the corresponding option at the top of the screen. If you need to adjust something else, you will need to complete an update by import. Please note that you cannot bulk delete data by doing an update by import.

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