Note: We will use the Dealflow pipeline to showcase the Bulk Edit feature, however, please note that it works in the exact same way under all modules: Fundraising, Contacts, Companies, Investors, Holdings, Commitments, and Funds.
1. First go to one of your pipelines and switch to the grid view
2. Then, select the deals that you want to edit a field value for, by selecting the checkbox to the left. When you start this selection, you’ll notice that two buttons appear. “Delete” and “Bulk Edit”. Click on “Bulk Edit”.
3. A pop-up window will appear in your screen asking you to select the field you want to edit. The field selection list will reflect all deal fields currently turned on in your environment under field settings. For the purpose of this example, we will bulk edit the owner field of all of these deals.
4. Once the field to be edited has been selected, you’ll chose one of two actions to take: “Overwrite Content”, which will let you select a new option to populate this field under all deals selected or “Clear All”, which will let you remove the currently selected option under this field.
5. Overwrite Content – If you decide to overwrite content, you’ll be prompted to select the new option you want to update all the selected deals with.
6. Please note – others:
For field types that include a list of options, you’ll be able to create a new option from the same window. To do this, just select “Add content” as the selected action on the pop-up window, start typing the new option and then click on “Create new deal category”:
If you have questions about the feature don't hesitate to contact us at support@zapflow.com or with the in app-messaging in Zapflow.