1. Home
  2. Docs
  3. Deals Module
  4. How to Mass Update Deals in Vryno CRM

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.

 

 

How can we help?