Update Multiple Projects or Opportunity Fields and Owners

When using our Multiple update function with Projects or Opportunities you can quickly change several fields and the Owner at a single time.

Step 1: Search for projects or opportunities you’d like to multiple select using the basic or advanced search and select the ones you’d like to update:

Step 2: Select the fields you would like to update.

Step 3: If you are changing the owner, you will have the option to send an email out to the contact associated with either the Project or Opportunity.