Mercury Nexus is designed to increase your efficiency and drive productivity. The Bulk assign features save you valuable time and the hassle of navigating from opportunity to opportunity, allowing you to bulk assign statuses and update multiple opportunities in the one go.
Can I progress multiple opportunities at once?
You can use the Bulk Assign feature to update Opportunity Statuses:
Open the CRM App and select Opportunities from the main left-hand menu.
Use the Apple or Windows key to highlight the opportunities you want to assign the task to.
Click on Bulk Assign.
Select Status.
Choose either Assign to all or Assign to selected.
Note: Selecting Assign to all will apply the change to every record in your database.Click Next.
Select the Status type from the drop down.
Click on Choose. Your request will be processed and the opportunities updated accordingly.
