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Ozz54001
Mass update of opportunity stage
Is there a way to do a mass update of opportunity stages? I have over 150 opportunities (for different accounts) that need to be closed. These are left-overs from when we started using saleforce and no one could remember to close the opportunities.
I looked at the appexchange and there is an app for mass updating opportunity close dates, but not stage.
Thanks,
Dave
I looked at the appexchange and there is an app for mass updating opportunity close dates, but not stage.
Thanks,
Dave
If you can isolate all of the records you want to update with a query, you should be able to export them with the Data Loader, then update the "stage" value in your export file, then use the data loader again to update the records. I do updates like this frequently with the data loader, and it works fine.
This is how I would query it in SQL (https://skyvia.com/gallery/salesforce-mass-update-opportunities-stage):
UPDATE Opportunity
SET
StageName = 'New_StageName'
WHERE
StageName = 'Old_StageName'