Pipeline Change in Bulk Actions
Ryan Alex
Last Update a year ago
You can perform multiple one-off actions to selected or all contacts using the Bulk Actions features in your Contacts/Smart Lists section. Check below to see how to do a Pipeline Change to add or update opportunity statuses, using the Bulk Actions feature:
A. Select Your Contacts
- Steer to your contacts.
- Check the box to select contact records.
- Check the box at the top to select all on that page, and click the hyperlink to select all contacts in your system.
B. Select Your Action
- Click Add/Update Opportunity to confirm your changes.
NOTE: The "repeat after" does not repeat the entire process when scheduling a bulk action in drip mode. Instead, it can be viewed as "run every". As shown in the example below, 100 contacts would be processed per every 5 hours. This process would repeat until all selected contacts received the drip communication. (If you had 580 contacts selected, there would be a total of 6 batches – 5 x 100 and 1 x 80).
