Bulk Action Tag for Multiple Opportunities

Bulk changes to multiple records is a great productivity tool in Fortix. This article explains how to add tags to multiple 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.

Maximum of 1,000 records can be changed at once.

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.

Click SAVE to assign the Tags to all selected Opportunities.

The Follow-up Tag has been assigned.

If you have any questions about this topic, send us an email on support@fortix.systems.