21.3.2. Bulk Options

The administrator can perform bulk operations, such as deleting all opportunities or checked opportunities and reassigning checked or all opportunities to another user.

  1. In the main Opportunities List screen, click the Show Bulk Options link at the bottom of the list.

  2. Choose delete options by clicking the appropriate link.

  3. To reassign accounts to another user, select his/her name from the drop down list and then click the appropriate link.

  4. When finished, you can click the Hide Bulk Options to close the boxes.

See Also:

Creating a New Opportunity

Editing Opportunities

Searching and Filtering Opportunities

Creating Reports

Shared Items

Opportunity Tags