# 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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.aiflo.app/crm/bulk-edit-opportunity.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
