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How to Enable Bulk Edit of Business Opportunities

  • December 27, 2024
  • 0 replies
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How to bulk edit Business Opportunities in IFS Cloud:

  1. Navigate to Business Opportunities and open Page Designer
  2. Under OpportunityOverviewPage, expand Content and select Business Opportunities list
  3. Scroll down to Opportunities List details and enable Crudactions
  4. Under Crudactions, enable Edit

Any updates made to Business Opportunities will update the Business Opportunity. However, you can skip sales process stages on Business Opportunities and the skipped stages will not close on Business Opportunity. I haven’t found a solution to this yet.

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