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How to Create Opportunities in Bulk

What this does​

This guide explains how to create bulk opportunities in Franmantra CRM.

Before you start​

  • Sign in to Franmantra with a role that has permission to use this area.
  • Confirm you are working in the correct Sub-account before making changes.

Steps​

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.
Bulk Opportunity form opened from the selected contactsBulk Opportunity form opened from the selected contacts

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.
Bulk Opportunity form with pipeline, stage, name, value, status, and source fieldsBulk Opportunity form with pipeline, stage, name, value, status, and source fields

Assign the Opportunity​

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

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.