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Bulk edit deal owners for a more streamlined sales process

Customer Idea CRM
crm bulk deal body

Quickly and efficiently keep your pipelines organized and up-to-date with the ability to edit all deal owners at once. It’s easy to now manage your sales process when a sales rep’s deals need to be reassigned, like if a rep is sick or on vacation, or a sales rep changes territories and their deals need to go to someone else.

Learn more about how to bulk edit deals.

How did ActiveCampaign users like you inspire this product?

  • "I recently needed to switch over all of our current deals to several new deal owners. It would be very helpful to be able to do all of that as one bulk action instead of having to do it individually or to export and edit and import those deals."
  • "Segmenting by deal names or by tags."
  • "Please allow deal cards to be edited once for an entire pipeline instead of manually."