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How to Mass Update Deals in Vryno CRM

How to Mass Update Deals in Vryno CRM:

  1. Login to Vryno CRM: Log in to Vryno CRM using your credentials.
  2. Access the Deals Module: Go to the ‘Deals’ module once logged in.
  3. Click on the Three Dots (Options) in the Top Right Corner: Locate the three dots in the top right corner of the Deals module and click on them.
  4. Select ‘Mass Update’: From the options menu, choose ‘Mass Update.’
  5. Specify Criteria for Filtering: Define the criteria to filter out the records you want to update.
  6. Click on ‘Search’: After specifying the criteria, click ‘Search’ to view the filtered records.
  7. Select All Records: If you want to update all the filtered records, select all of them.
  8. Click on ‘Mass Update’: Once the records are selected, click on ‘Mass Update’ again.
  9. Edit Fields as Needed: You can now edit the fields of the selected records according to your requirements.
  10. Click on ‘Update’: After making the necessary changes, click on ‘Update’ to apply the updates.
  11. View Updated List of Deals: You should now see the list of Deals with the updated information.



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