Shared guide

How to bulk edit deals

Step-by-step guide covering: Click the CRM section; Click the Deals link; Click here to view details; Click here to view details.

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·10 steps·8 views·Published
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Step-by-step Guide10 steps

  1. Click the CRM section

    Click the CRM section
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  2. Click the Deals link

    Click the Deals link
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  3. Click here to view details

    Click here to view details
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  4. Click here to view details

    Click here to view details
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  5. Click the Edit button

    Click the Edit button
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  6. Click 'Select a property to edit'

    Click 'Select a property to edit'
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  7. Click the Deal Priority option

    Click the Deal Priority option
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  8. Click the Update button

    Click the Update button
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  9. Click the High priority option

    Click the High priority option
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  10. Click the Update button

    Click the Update button
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