How to bulk edit deals?
Here is a step-by-step guide on how to bulk (mass) update deals in Kiflo.
Bulk edit deals
Open the deals page:
- Switch to the table view
- Select all deals that you want to update
- Click the Update contextual button:
Then:
- Select the property you want to update
- Set the new value
- Click Update
Tips
You can leave the value field empty to remove the value for all selected deals.
Example: If you want to remove the owner on all selected deals, leave the "Owner" field empty.
Limitations
You can bulk update the following properties:
- All custom properties on deals
- Owner
Due to business rules and technical limitations, you cannot bulk update the following properties:
- Deal stage
- Deal status
- All custom properties on contacts (not yet)