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Please Add Bulk Editing for Opportunities

Hi,

I'm submitting a suggestion to your Dev. Team. and advise to submit a product feature request here.

Please consider to make the "Bulk Editing" feature available for editing/changing opportunities. I've read some users wish to have this and the "Bulk Editing" feature to change all record opportunities at once is not available. Some of us are quite frustrated this feature is not available. This can cause lost of subscribers or users using Insight.LY to goto another CRM that allows changing multiple opportunity records all at once. My VP of Global Business in our company may be exploring another CRM, so I would hate to have us change to a more User-Friendly type CRM.

Thanks.

Senior Channel Manager

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Comments

8 comments
  • Official comment

    Hello everyone, you can now bulk edit Opportunities and other objects in Insightly in list views. Select multiple records and hit edit button at the top of the screen.

    Here is an article that walks you through the process: https://support.insight.ly/hc/en-us/articles/204061094-Updating-multiple-records-with-bulk-editing

    You can also update records in Insightly via import. See this article for the overview of this process: https://support.insight.ly/hc/en-us/articles/230157747-Understanding-bulk-updating-with-imports

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  • Thanks for taking the time to provide your feedback!

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  • Need this please! Voted

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  • Very Important. When we finish a project, I would like my teams to be able to update all opportunities that did not come through to State Abandonned, and for the moment they have to do it one by one .... which of course they simply don't do !

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  • Maria,

    You announce that the feature is available, and send a link to an article that supposively explains how to do it.

    1. the article you refer to makes no mention of opportunities but is rather a generic article on bulk editing

    2. on my version of Insightly there are still no option to bulk edit opportunities 

     

    Can you please confirm that bulk editing opportunities exist, and if anything needs to be done to update Insightly to have access to that feature please let us know. 

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  • Hello fredericb,

    Our article does state "you can choose a selected group of records" this includes Opportunities. Here's a screenshot that highlights which records you can bulk edit:

    In order to have this feature, you'll need to update to our New Insightly Experience. Here's a helpful article that explains the process: What is the New Insightly User Experience?

    Hope that helps! 

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  • Thanks for the post. Now it is clear ! 

    Unless I am wrong, Maria's post did not mentuion necessity to update. Will check straight away.

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  • Hello Fredericb,

    Glad I was able to clarify this for you! 

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