Bulk Actions - Pipeline Change

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to do a pipeline change to add or update opportunity statuses, using the bulk action feature:

Step 1: Choose Your Contacts

Navigate to Your Customers > Contacts.
Check the box to select contact records.

You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in Mastermind.

Step 2: Choose Your Action

Choose the icon for “Pipeline Change”. Click “More” and then click ”Manage Opportunities.” In the “Add/Update Opportunity” window that pops up, choose a pipeline, stage, opportunity, lead value, opportunity status, and more.
Click Add/Update Opportunity to confirm your changes.

FAQs

Question: How do I select contacts for a bulk action?

Answer:

Navigate to Your Customers > Contacts.
Check the box next to each contact record you want to select.
To select all contacts on the current page, check the box at the top of the page.
To select all contacts in Mastermind, click the hyperlink to select all.

Question: How do I perform a pipeline change using bulk actions?

Answer:

Choose the icon for “Pipeline Change”. Click “More” > “Manage Opportunities’’
In the “Add/Update Opportunity” window, select the desired pipeline, stage, opportunity, lead value, opportunity status, and any other necessary details.
Click Add/Update Opportunity to apply the changes.

Question: Can I cancel a bulk action once it has started?

Answer: Depending on your system’s capabilities, you may or may not be able to cancel a bulk action once it has started. Check with your system administrator or consult the help documentation for specifics on your platform.

Question: Can I update opportunity statuses for multiple contacts at once?

Answer: Yes, using the Manage Opportunities bulk action, you can add or update pipeline stages, opportunity statuses, lead values, and more for selected or all contacts.

Question: What specific details can I customize when performing an Add/Update Opportunity bulk action?

Answer: When the "Add/Update Opportunity" window appears, you can customize several fields including the Pipeline, Stage, Opportunity Name, Lead Value, and Opportunity Status.

Question: How does a bulk pipeline change affect my "Attribution" data?

Answer: The system will log the bulk action in the Audit Logs. In your Reporting dashboard, the conversion or stage change will be attributed to the user who initiated the bulk action. If the lead was originally from a specific ad campaign, that original attribution is usually preserved on the contact record.