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.