📌 This feature is available for all Starter, Professional and Performance plans.
For detailed information on each plan, you can check 👉 here.
Bulk editing of companies, contacts and opportunities
With Sage Sales Management, you can update or delete any set of companies, contacts or opportunities in bulk. This functionality is especially useful for maintaining a clean, organised and business-aligned database. All these actions are available directly from the entity lists.
What can you do with bulk editing?
1. Bulk update fields
You can select a group of records and edit any available field, including both standard and custom fields. Bulk editing allows you to:
Modify or add values in company, contact or opportunity fields.
Use advanced filters to precisely select the records to update.
Confirm changes through a security action before applying them.
Example use case: update the "Status" field for all companies marked as "potential clients" and whose field is empty.
2. Bulk delete records
You can delete entire groups of company, contact or opportunity records if they are no longer relevant to your business.
Bulk deletion requires manual confirmation for security.
You can delete records after applying the filters you need.
Example use case: delete opportunities with a forecasted sale date in 2025 and whose status is "lost" or "rejected".
How to perform a bulk edit step by step
Filter the records you want to modify using the advanced filters in the list.
Select the items you want to update or delete.
Click on the pencil icon to edit or the bin icon to delete.
In the side panel, select the field you want to edit. If the field allows it, you will see the option "Clear value".
Make the desired changes and click Save or Delete, as appropriate.
Enter the confirmation word ("edit" or "delete") to complete the action.
Tips for efficient bulk editing
Combine filters to segment more precisely.
Use bulk editing to ensure the quality of your data.
Carefully review selected fields before saving changes.
If you need to clear an existing value in a field, make sure that field includes the "Clear value" option.
If you want to activate this functionality, keep in touch with your Customer Success or with the ForceManager team support: support@forcemanager.net |