CX Tips is part of our community tips series, where we post some of the most commonly asked questions we hear from ActiveCampaign customers. Have a new question? Start a new topic by clicking +New Topic in the upper right hand corner!
You can!
- Click Deals on the left menu.
- Locate the deals you want to update using any one or combination of these methods:
- Use the “Pipeline” dropdown to display deals per pipeline
- Use the “Add a filter” button to filter deals by Deal Details or Custom Deal Fields
- Use the “Deal Owners,” “Status,” or “Tags” dropdowns to filter your deals
- Use the search bar to find a group of deals by field, pipeline, deal owner, status, or deal value
- Click the list view button. This button has three horizontal stripes:
You can also filter deals by Deal Details, Owners, Status, Pipeline, and Stage or use the search bar to locate a group of deals on the List view page.
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Click the check box for each deal you want to edit. You can also select all deals on a page by clicking the check box next to “Deal Title.”
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A modal window will appear. Click the “Update deal field” dropdown and select or search the field you want to edit.
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Once you choose a deal field, the additional fields will update based on the deal field you choose to edit. Fill out all available fields with the new values.
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You can also edit multiple fields at once. To do so, click “Add Another Action.” You will need a separate action for every field you want to edit.
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To delete an action, click the trash can icon to the right of the action.
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Click the “Apply” button.
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A confirmation message will appear. Click the “Apply changes” button.
A notification message will appear and let you know that your change is processing. You can safely navigate away from the page.