Mass Update CRM Lead / Opportunity / Pipeline Stage
Update Stage CRM Opportunity / Pipeline in Bulk
Mass Update CRM Records Stage
This app will allow your sales team user to update CRM pipelines / leads / opportunity from the list view in bulk for the same team. If the user tries to select record(s) from different sales teams on the list then the system will raise a warning.
- Allow your sales team user to move the CRM pipeline / opportunity / leads stage in bulk from the list view of the CRM records for the same sales team.
- System will only list stages on wizard which belong to that sales team or for stages where the team has not been set.
- System will write a stage on selected records on CRM Lead / Opportunity / Pipeline records as shown.