Select opportunities and review a bulk change
Choose up to 60 opportunities, inspect each proposed change and apply only a reviewed selection.
Where to goSales CRM → Deals → Select deals → Review change
Before you start
Use your own authorised staff account in the intended Britixo workspace. The Sales CRM module must be available and your role must include the permissions stated above. Existing leads, customers, communications and customer portal pages retain their normal access rules.
Follow these steps
- Apply the intended pipeline, owner, outcome and other filters. Check whether the list contains active or archived opportunities.
- Select Select deals. The workspace shows a list with individual checkboxes. Select the intended records or use the Select checkbox to select the current page.
- Read the selected count and choose Review change. Choose one action and enter its details.
- Select Preview selected records. Inspect the opportunity, current value, proposed value and result for every row. No record is changed by previewing.
- Resolve all rows marked Needs attention. Close the dialog, refresh the list and adjust records or selection when necessary. Preview again.
- When every row is ready or unchanged, acknowledge the review and select Apply reviewed change. Read the individual results before leaving the page.
Behavior and limits
- A selection contains 1–60 opportunities from the current page. It does not silently include other pages or all matching records.
- Selections clear when the list successfully refreshes, including filter changes, pagination and completed updates. Board or List exits selection mode.
- Changing an action or input clears its previous preview and acknowledgement.
- Each row is saved independently. A concurrent edit can cause a row to fail after preview while other rows succeed.
- An Unchanged result means that the desired value was already present. It does not run a needless edit or event automation.
Check it worked
- Compare the selected count with the intended records before previewing.
- Inspect the completed job and reopen representative opportunities to confirm their current values.
Troubleshooting
- If Select deals is absent, review the separate bulk capability and Edit permission with your administrator.
- If the selection disappeared, the list refreshed; select the current records again so their latest revisions are checked.
- A stale-record message requires reopening or refreshing that opportunity. An old preview cannot overwrite a newer edit.