Bulk Edit on the Estimate List

From the Estimate List, you can bulk update several fields on multiple estimates at one time. This is especially useful if you need to update the Stage of multiple estimates. All updates made on the Bulk Edit overlay are permanent; if you are not working from a filtered Estimates List, it could be very difficult to undo your actions. 

  1. Go to CRM > Estimates.
  2. Select the Estimate(s) to update.
  3. Click Bulk Edit
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  4. In the Bulk Edit overlay, edit any fields you need to change. 
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  5. Click Update. A Confirmation dialog appears. 
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  6. Click Yes.

 

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