When you need to update/replace/remove/re-assign some fields in a batch of records - you can do it all at once with mass update feature.

Situation 1.

You need to reassign all deals belonging to your Manager 1 to Manager 2.

  • You filter all the deals by field Manager>is>Manager 1 (Oliver in my case):
  • Select all records and click on the "Mass update" button:
  • Select the field to update Manager and choose to Replace the manager to Manager 2 (Ross in my case). Hit UPDATE and your deals get reassigned to another team player:

Situation 2.

You need to update two fields. All deals in stage Expired you want to change into Lost and also assign the the Lost reason which is "Went with another solution. 

  • You filter all the deals by field Stage>is>Expired:
  • Select all records and click on the "Mass update" button:
  • Select the field to update Stage and choose to Replace the value into "Lost". Add another field: Reason>Replace and fill in the text to update to "Went with another solution" and hit UPDATE:

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