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Mass update opportunities

Bulk-edit owner, stage, value, and tags from the board view.

3 min read Updated 2026-04-24
  1. 1
    Switch to List view
    Top-right of any pipeline.
  2. 2
    Select multiple rows
    Checkbox per row, or "select all in view".
  3. 3
    Bulk Actions
    Assign owner, move stage, add tag, update custom field, or delete.
  4. 4
    Confirm
    Changes apply immediately and appear in audit log.