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What are the bulk actions for deals?

Modified on: Fri, 12 Jan, 2018 at 12:33 PM


Applicable plans
Sprout Blossom Garden EstateForest


You can delete and update deals in bulk. You can also use filters to narrow your list of deals, before you use the buttons from the bulk actions tray.  


Deleting deals in bulk



  1. Click the Deals tab and select the deals by clicking the checkbox beside them.
  2. In the bulk actions tray, click the Delete icon.
  3. In the confirmation dialog box that appears, click Yes to delete the deals.

Deals once deleted cannot be recovered.


Updating deals in bulk




  1. Click the Deals tab and select the deals by clicking the checkbox beside them.
  2. In the bulk actions tray, click the Update field button.
  3. In the Update field dialog box, choose a deal field from the drop down that you’d like to update.
  4. Enter the value for the field. If it’s a drop down or a radio button, you can choose the value from the choices displayed under the drop down.
  5. Hit Update.

 You can only update one field for each selection. You cannot update multiple fields all at once. To update a different field, you’d have to select the deals again, and click Update field



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What are the bulk actions for deals?

Modified on: Fri, 12 Jan, 2018 at 12:33 PM


Applicable plans
Sprout Blossom Garden EstateForest


You can delete and update deals in bulk. You can also use filters to narrow your list of deals, before you use the buttons from the bulk actions tray.  


Deleting deals in bulk



  1. Click the Deals tab and select the deals by clicking the checkbox beside them.
  2. In the bulk actions tray, click the Delete icon.
  3. In the confirmation dialog box that appears, click Yes to delete the deals.

Deals once deleted cannot be recovered.


Updating deals in bulk




  1. Click the Deals tab and select the deals by clicking the checkbox beside them.
  2. In the bulk actions tray, click the Update field button.
  3. In the Update field dialog box, choose a deal field from the drop down that you’d like to update.
  4. Enter the value for the field. If it’s a drop down or a radio button, you can choose the value from the choices displayed under the drop down.
  5. Hit Update.

 You can only update one field for each selection. You cannot update multiple fields all at once. To update a different field, you’d have to select the deals again, and click Update field



Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial