Bulk edit Deals

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How to Bulk Edit Deals

Bulk editing deals in ActiveCampaign is a powerful feature that allows users to update multiple deal fields simultaneously. This capability is crucial for improving efficiency in managing pipelines and workflows. By utilizing the bulk edit function, users can modify standard and custom fields, thereby saving time and reducing the repetitive effort of updating deals one at a time.

Why Bulk Editing Matters

In a rapidly changing sales environment, managing multiple deals effectively is vital. The bulk edit feature can help streamline your process by enabling you to:

• Save time by editing multiple deals at once
• Maintain consistency across deal entries
• Easily adjust deal parameters as your business needs evolve

How to Access the Bulk Edit Deals Feature

To utilize the bulk edit function, follow these steps: 1. Ensure you have the appropriate ActiveCampaign plan (Plus, Professional, or Enterprise) as this feature is not available in the free Starter plan. 2. Navigate to the Deals section from the left menu of your ActiveCampaign dashboard.

Step-by-Step Instructions for Bulk Editing Deals

Here’s how you can edit deals in bulk:

1. Click Deals on the left menu.
2. Locate the deals you want to update. You can leverage any combination of the following methods:

  * Use the Pipeline dropdown to filter deals according to pipeline.
  * Click the Add a filter button to further filter deals by Deal Details or Custom Deal Fields.
  * Utilize the dropdowns for Deal Owners, Status, or Tags to filter your deals.
  * Employ the search bar to locate a specific group of deals by field, pipeline, deal owner, status, or deal value.

1. Change your view to list view by clicking the list view button (depicted as three horizontal stripes).
2. Select the checkbox for each deal you want to edit. Optionally, check the box beside Deal Title to select all deals on the current page.
3. After selecting, a modal window will appear. Click the Update deal field dropdown and either select or search for the field you wish to edit.
4. Once you choose a deal field, the additional fields will automatically update based on your selection. Fill out all additional fields with the new values you intend to set.
5. To edit multiple fields simultaneously, click Add Another Action. Remember, each action requires a separate field you want to modify.
6. If you wish to delete an action, click the trash can icon next to the action.
7. Finally, click the Apply button.
8. A confirmation message will pop up, informing you that changes are processing. Click the Apply changes button to finalize your adjustments.

You can safely navigate away from the page once you have submitted the changes; a notification will assure you your edits are processing.

Configuration Options and Settings

When bulk editing deals, you have the flexibility to edit various fields including:

• Deal title
• Deal value
• Deal owner
• Deal description
• Deal forecasted close date
• Deal status
• Deal pipeline and stage
• All Deal custom fields

Best Practices for Bulk Editing Deals

To maximize efficiency and minimize errors while bulk editing, consider these tips:

• Always filter deals accurately to ensure you are editing the correct entries.
• Carefully review all fields before clicking Apply changes to avoid unintended updates.
• Utilize deal statuses and owner filters judiciously to keep your pipeline organized.
• Regularly audit your deals to ensure that they reflect current values and statuses.

Common Use Cases with Examples

1. **Updating Deal Owners**: If you need to reassign deals to a new team member after a personnel change, you can filter by the current owner and bulk assign the deals to the new member. 2. **Adjusting Deal Values**: If a price change affects a group of products, you can adjust all relevant deal values at once by filtering those deals based on specific criteria. 3. **Changing Deal Status**: If certain deals have moved into a different stage of the sales process, you can quickly change their status using bulk edit to reflect this change.

Troubleshooting Section

If you encounter issues while bulk editing, consider the following:

• Ensure that the deals you are trying to edit are visible on the Deals page; only visible deals can be bulk edited.
• If you receive a warning when changing deal owners, this indicates that the selected deals are assigned to a user who lacks the necessary permissions to view those deals.

FAQ Section

Q1: Can I bulk edit deals in the free Starter plan? A1: No, the bulk edit feature is unavailable in the Starter plan. It is accessible only with Plus, Professional, or Enterprise plans.

Q2: What fields can I edit in bulk? A2: You can bulk edit fields such as Deal title, Deal value, Deal owner, Deal description, and more.

Q3: What does the warning notification indicate when changing deal owners? A3: It indicates that some deals you are trying to assign are associated with an account user who cannot view them due to pipeline permissions.

Q4: How do I filter deals quickly? A4: Use the filters in the Deals section to sort by Pipeline, Deal Owners, Status, or utilize the search bar for greater specificity.

Q5: Can I bulk edit custom fields? A5: Yes, you can bulk edit all Deal custom fields defined in your ActiveCampaign setup.

Q6: What happens after I click the "Apply" button? A6: A confirmation message will affirm that changes are processing, and you can navigate away safely.

Q7: How do I deselect a deal after selecting it? A7: Simply click the checkbox next to the deal again to deselect it.

By understanding the bulk edit feature in ActiveCampaign, you can manage your deals more effectively and maintain a well-organized sales pipeline. ```