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How to Create Opportunities in Bulk

Managing opportunities one by one can be time-consuming. To make things faster, you can assign the same opportunity to multiple contacts at once using the Bulk Opportunity feature.

Go to the Contacts Page​

  • Navigate to the header menu and hover over Contacts.
  • From the dropdown, click Contacts.
  • You’ll land on the Contacts page, where all your contacts are displayed in a table format.
Contact Menu PageContact Menu Page

Select Contacts​

  • In the contacts table, select one or more contacts.
  • Once you select at least one contact, the Bulk Opportunity button becomes active.
Select one contactSelect one contact

Open the Bulk Opportunity Form​

  • Click the Opportunity button.
  • A Bulk Pipeline Change form will pop up.
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Fill in Opportunity Details​

In the form, complete the following fields:

  • Pipeline Name → Choose from the dropdown list of existing pipelines.
  • Stage → Select the appropriate stage for the opportunity.
  • Opportunity Name → Give a clear title to the opportunity.
  • Value → Enter the value of the opportunity.
  • Status → Choose the current status (e.g., open, won, lost).
  • Source → Define where the opportunity came from.
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Assign the Opportunity​

  • After filling in all required fields, click Assign Pipeline.
  • The opportunity will be assigned to all the selected contacts at once.
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