> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/bulk-edit-opportunity.md).

# Bulk Edit Opportunity

### Bulk edit <a href="#bulk-edit" id="bulk-edit"></a>

Go to **Sales** and click on **Opportunity**

<figure><img src="/files/6BwqkpAQI6z1vq4xfVha" alt=""><figcaption></figcaption></figure>

In the opportunity, opportunity click on the **list view**

<figure><img src="/files/DkNR4h9i3hvb6SmVMbJr" alt=""><figcaption></figcaption></figure>

In the list view select the records that you would like to edit in bulk. If you would like to edit the **assigned to** member, select the records.

<figure><img src="/files/1GMK1z0jDOvxeQ1YQOOZ" alt=""><figcaption></figcaption></figure>

As you select the records **edit and delete** buttons will be enabled

<figure><img src="/files/3JJL2IzpXJ5sAzMlpDhg" alt=""><figcaption></figcaption></figure>

Click on the **Edit button**

<figure><img src="/files/MFUghkf4pCeAGhSaRus7" alt=""><figcaption></figcaption></figure>

Select the value in the pop-up and click on the **+ button**

<figure><img src="/files/FMMQsBHzcIOMeFuazTGJ" alt=""><figcaption></figcaption></figure>

Select the **assigned to** member and click on **save**

<figure><img src="/files/meLE57y4X0rAPz61mdul" alt=""><figcaption></figcaption></figure>

New **assigned to member** will be changed for the selected records

<figure><img src="/files/AivyGFk7hR0O8e69xp0b" alt=""><figcaption></figcaption></figure>

### Bulk delete <a href="#bulk-delete" id="bulk-delete"></a>

Go to **Sales** and click on **Opportunity**

<figure><img src="/files/yURSs57iol392qs32Dco" alt=""><figcaption></figcaption></figure>

In the opportunity click on the **list view**

<figure><img src="/files/FXg83ms5hoJvtTVhHbV6" alt=""><figcaption></figcaption></figure>

In the list view, select the **records** that you would like to **delete** in bulk.

<figure><img src="/files/3Nxa3JpOm54cLGODwCHx" alt=""><figcaption></figcaption></figure>

As you select the records **edit and delete** buttons will be enabled

<figure><img src="/files/DBpbV80sKAGOjfZYJqWM" alt=""><figcaption></figcaption></figure>

Click on **Delete button**

<figure><img src="/files/CnPqc1790KmLhp0ZW0md" alt=""><figcaption></figcaption></figure>

Give your confirmation in the pop-up and the records will be deleted

<figure><img src="/files/ujLoALIsSxNzS6A4Kgnk" alt=""><figcaption></figcaption></figure>

Last updated 15 December 2025
