Bulk Actions for Opportunities

Bulk changes to multiple records is a great productivity tool in Fortix. This article explains how to change many records in Opportunities at once.

Open the Opportunities Page, Click the Tick boxes of all the opportunities that will be changed. Then Click the Actions Menu option – three dots.

Options include sending emails, assigning tags, Deleting, Closing or assigning a New owner. To assign the same Tag to all the selected Opportunities, Click the Tag Icon. The Tags page opens with the ASSIGN TAGS TO OPPORTUNITIES form. Select the Tag to assign by Clicking in the Tick box.

To change the Owner of all the selected Opportunities, Click the Owner Icon. The Opportunities page opens with the CHANGE OWNER form. Select the Owner to assign by entering the Name in the field.

To Close all the selected Opportunities, Click the Star Icon. The Opportunities page opens with the CLOSE OPPORTUNITIES form.

Complete the CLOSE OPPORTUNITIES Form by completing the Closing Date, Reason and Closing Status.

We love adding REAL value to Fortix system! You can access more helpful articles on how to enter Opportunities, Manage the Types of opportunities, organise the status and rank of opportunities here.