How do I change multiple opportunities or projects at once?
Select cards or a whole stage, then edit, move or mark them lost in one go.
On the Opportunities or Projects board, tick the checkbox on each card you want. To select a whole stage, tick the checkbox at the top of its column. That selects every card in the stage that matches your current filters, including cards further down the column that haven't loaded yet.
With cards selected, open Actions:
- Edit opens a panel where you can move them to another Kanban stage, assign an owner, set the lead source, add tags, set a custom field, or leave a note, all in one pass.
- Mark as lost (or Mark as cancelled on the Projects board) asks for a reason, then archives every selected record. The window closes straight away and the records are updated in the background; the toast that appears has a View progress link.
- Export to CSV downloads the selected records.
Bulk actions respect your role's permissions, and each record's activity timeline shows who changed it.
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