Fortix SystemsFortix Freedom Business Systems Sales OpportunitiesBulk Action Close for Multiple Opportunities

Bulk Action Close for Multiple Opportunities

Bulk changes to multiple records is a great productivity tool in Fortix. This article explains how to close multiple records in Opportunities at once.

Open the Opportunities Page

Easily navigate to this page by typing /?opportunitiess in the address bar. EG. https://base.fortix.systems/?opportunities

Click the Tick boxes of all the opportunities that will be changed. Then Click the Actions Menu option - three dots on the left-hand side of the screen.

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

To Close all the selected Opportunities, Click the Star Icon. The Opportunities page opens with the CLOSE OPPORTUNITIES form.

Complete the CLOSE OPPORTUNITIES Form by completing the Closing Date, Reason and Closing Status..

Click SAVE to close all selected Opportunities.

Note the All the previously selected Opportunities now have a STATUS of Closed - Failed.

0 Comments

Add your comment

E-Mail me when someone replies to this comment