Who This Is For / When to Use
Account users updating opportunity stages in bulk.
Sales teams moving multiple contacts through a pipeline.
Admins correcting or standardizing opportunity data across many contacts.
Select Contacts for a Pipeline Change
Go to CRM > Contacts or open a Smart List.
Select contacts using the checkboxes next to each record.
To select all contacts on the current page, use the checkbox in the table header.
Click Select all contacts to include every contact in the list.
Result: The bulk action toolbar appears at the top of the list.
Open Manage Opportunities (Pipeline Change)
With contacts selected, click More in the bulk action bar.
Select Manage Opportunities.
Result: The Add/Update Opportunity modal opens.
Configure the Pipeline Change
In the Add/Update Opportunity window:
Enter an Action Name (required).
Select a Pipeline.
Select a Stage.
(Optional) Add or update:
Opportunity name
Lead value
Opportunity status
Additional custom fields
Click Add/Update Opportunity to confirm.
Result: Opportunities are added or updated for all selected contacts.
How Bulk Pipeline Changes Are Processed
Actions run in the background.
Large contact selections may take time to complete.
Progress can be tracked from the Bulk Actions page.
Common Issues and Fixes
Manage Opportunities option not visible:
Ensure at least one contact is selected.Wrong stage applied:
Double-check the selected pipeline and stage before confirming.Not all contacts updated:
Confirm whether all contacts were selected across pages using Select all contacts.
FAQ
How do I select contacts for a bulk pipeline change?
Select contacts using the checkboxes. Use the table header checkbox to select page contacts, then click Select all contacts to include the entire list.
How do I perform a pipeline change using bulk actions?
Open More > Manage Opportunities, then configure the pipeline, stage, and other opportunity fields in the Add/Update Opportunity window.
Can I update opportunity stages for multiple contacts at once?
Yes. Bulk pipeline changes allow you to update stages, statuses, lead values, and other opportunity fields for many contacts at the same time.
What details can I customize in the Add/Update Opportunity action?
You can customize the pipeline, stage, opportunity name, lead value, opportunity status, and supported custom fields.
Can I cancel a bulk pipeline change once it starts?
Bulk actions generally cannot be stopped once confirmed. Review all settings carefully before clicking Add/Update Opportunity.