Bulk Update Deals
Edit multiple deals
Section titled “Edit multiple deals”- Open a pipeline in Pipelines and point at a deal: a checkbox appears in its top-right corner. Check it.
- Check the other deals you want to change. To check a run of deals in one column, check the first, then hold Shift and check the last.
- In the selection bar, select Edit.
- Change only the fields you want applied, then confirm the update.
The bulk-edit form starts blank. Goliath applies only fields you change, so opening the form or leaving a field untouched does not replace the existing value on the selected deals. Supported bulk fields include stage, team, close date, deal value, commission, linked contacts and properties, and pipeline custom fields.
For a larger selection, Goliath may queue the update in the background. The confirmation indicates that the changes will appear shortly; do not repeat the bulk action just because every record has not refreshed immediately.
Other selection actions
Section titled “Other selection actions”The same selection bar offers Trigger workflow, Archive, and Clear. Select Clear or the bar’s × when you are finished. Archived deals leave active pipeline views and are restored individually from their deal record.