How can I cancel a large amount of Opportunities without changing each, one at a time?
If you use Stages on Opportunities you can set a column for a “Cancelled” status and then when in Opportunity Board View you can click and drag all the Opportunities you want to that Cancelled Stage column to mark them “Cancelled”. This is a quicker way to get your Opportunities status changed without having to select the “Cancelled” status for each one individually.
Side note: If you don’t already have the canceled column set up here is a quick run through on how to do this.
You will want to navigate to the Opportunity Status Management page by going to you Company settings then to Customers/Venders - Opportunity - Stages. From there you will add in a canceled status. From there you will navigate to the Sales Opportunity Type, and you will need to click the “set visible on board” view option to make it show on the Opportunity Board view. See image below for example!
