Bulk Actions: Pipeline Change

Bulk Actions: Pipeline Change

The Bulk Actions feature in Advisor's Growth is designed for handling multiple updates efficiently. Here's how to perform a pipeline change to add or update opportunity statuses for selected contacts:

Step 1: Choose Your Contacts

1. Navigate to Your Contacts:

   • Go to the Contacts or Smart Lists section.

2. Select the Contacts to Update:

   • Check the boxes next to the contact records you want to include in this pipeline change.

   • You can select all contacts on a page by checking the box at the top. To select all contacts in your database, click the hyperlink that appears when you check the top box.

Step 2: Choose Your Action

1. Select "Pipeline Change":

   • Click on the "Pipeline Change" icon.

2. Configure the Pipeline and Opportunity Details:

   • In the “Add/Update Opportunity” window that pops up, you can select or update the following:

     • Pipeline: Choose the relevant pipeline for your contacts.

     • Stage: Select the stage within the pipeline.

     • Opportunity Name: Assign a name for the opportunity.

     • Lead Value: Set the value of the lead.

     • Opportunity Status: Choose the status of the opportunity (e.g., Open, Won, Lost).

3. Confirm Your Changes:

   • Click Add/Update Opportunity to finalize and apply your updates to the selected contacts.

Scheduling Bulk Actions in Drip Mode:

• When scheduling in drip mode, the "repeat after" setting specifies how frequently batches of contacts are processed.

• For example, setting it to process 100 contacts every 5 hours means that the system will continue running this batch process until all contacts are updated.

  • If you have 780 contacts selected, this setup would result in 8 batches (7 batches of 100 contacts and 1 batch of 80 contacts).

This bulk action capability allows for streamlined management of your sales pipelines, ensuring all selected contacts are updated quickly and accurately.