Bulk-Edit Multiple Opportunities

Reassigning twenty opportunities or moving a batch into a different stage is faster in bulk.

From list view

1. Go to Opportunities, switch to List View.
2. Select opportunities via checkboxes.
3. Click Edit.
4. Choose field(s) and new value.
5. Click Confirm.
6. Check Bulk Actions to confirm success.

From board (Kanban) view

1. Hover over a card to reveal a checkbox.
2. Select cards; an Edit button appears.
3. Choose the field to update — owner, stage, pipeline, status.
4. Use Select All for a large stage.

Which one should you use

Board view for a quick change without leaving the visual layout; list view for a filtered/sorted set.

A word of caution

No per-record confirmation — double-check your selection first.