Bulk editing opportunities - changing Stage

I need to change the stage to abandoned for 300 opportunities.  How can I do that all at once?

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Comments

17 comments
  • Unfortunately, these updates would need to be completed manually. Bulk editing is not available on Opportunities at this time.

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  • Nora is right. There are not options to perform the update within Insightly.

    My best idea would be to export all the Opportunities, convert the XML file to a CSV, edit the Current State fields in the CSV file, delete all the Opportunities in Insightly, and import the CSV file. 

    Going this route might be just as time consuming as doing it manually, and you may lose links to other records associated with those Opportunities.

    It would be best to do this manually. If you do decide to follow my suggestion, please review this link:

    http://support.insight.ly/hc/en-us/articles/204061344-Guidelines-and-tips-for-importing

    Also, check what fields can be imported into an Opportunity too. It is very important you know what you may be losing.

     

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  • Too bad we can't see a table view and change it there.

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  • It will be soon one year that this request was submitted, is there still no way to bulk change the state of opportunities ? It seems to be a basic must-have feature :)

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  • Hi Artur, don't forget to add your vote at the top to show your support for this if you haven't already.

    Votes and comments are one of the items we use to help with prioritizing requested feature updates. At this time, this hasn't made it to our roadmap but we will be sure to update the Community if anything changes.

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  • I added my vote and simply can't understand why this feature is not available .....

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  • This should be a basic function especially when you sales projects are over..... 

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  • Thanks for your feedback, fredericb.

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  • I'll add my voice to the chorus here. Absolutely no idea why we can bulk-edit contacts and organizations, but not opportunities. Is there at least an API for this?

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  • Hi Florian,

    I'm afraid, API doesn't support bulk-editing stages on opportunities.

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  • Too bad that this is still not available, I am struggling with the manual edits, so time consuming.  In addition to stage changes, we should be able to change Pipeline in bulk.  At the end of each quarter/each year a number of opportunities simply slip to next period.  With other CRMs you can simply make a bulk change from Pipeline name X to Pipeline name Y.  Manual edits are a huge time investment.  Is the bulk change feature on product road map at all?

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  • Hi Vanessa,

    We have another user who suggested this here. I would encourage you to add your vote there. :)

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  • Absurd that this hasn't been addressed yet. Why make the bulk editing feature exclusive to contacts/orgs?

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  • Completely absurd that this hasn't been fixed nearly three years after original requests !.

     

    We have over 2000 opportunities opened, and our teams are simply WASTING their time having to update the stage one by one. This is a basic feature in any competitive CRM. 

     

     

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  • Hello fellow Insightly friends I have good news for you :)

    The latest Insightly release allows you to bulk edit every record type more specifically opportunities and stages. 

    Give it a try!

    Thank you,

    Micah

     

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  • I would really like to see this option available for opportunities! I similarly have hundreds of opportunities that need their stage updated.

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  • Hi Rio Marquez-Hammitt,

     

    That's a great idea! I recommend sharing it on our Ideas & Suggestions page so others can vote and comment on this idea too.

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