# Bulk Actions for Opportunity Cards > Easily manage multiple opportunities at once in GHL Customer Care’s Kanban/List view. Learn how to select, edit, and update records using bulk actions in a pipeline. - Source: https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/bulk-actions-for-opportunities/bulk-actions-for-opportunity-cards - Section: Opportunities & Pipelines / Bulk Actions for Opportunities - Reading time: 3 min - Images: 10, each explained below - Modified on Thu, 26 Jun, 2025 at 5:44 AM --- Take control of your sales pipeline with the **Bulk Actions** feature in GHL Customer Care’s Opportunities Kanban/Card view. This functionality empowers you to select and manage multiple opportunity cards at once, directly within the visual Kanban interface. --- **TABLE OF CONTENTS** - [What is Bulk Actions in Opportunities Cards View?](#what-is-bulk-actions-in-opportunities-cards-view) - [Key Benefits of Bulk Actions in Opportunities Cards View](#key-benefits-of-bulk-actions-in-opportunities-cards-view) - [How To Use Bulk Actions in Opportunities Cards View](#how-to-use-bulk-actions-in-opportunities-cards-view) - [Frequently Asked Questions](#frequently-asked-questions) --- # **What is Bulk Actions in Opportunities Cards View?** **Bulk Actions in Opportunities Cards View** enables users to select multiple opportunity cards within the Kanban view of the Opportunities pipeline. With checkboxes available on each card, you can perform mass updates or actions—such as moving, editing, or deleting opportunities—all without leaving the visual interface. This streamlines workflow for teams managing high-volume pipelines. --- # **Key Benefits of Bulk Actions in Opportunities Cards View** Enhance your pipeline management experience with these powerful benefits: - **Faster Workflow:** Update multiple opportunities from the visual Kanban/Card view. - **No View Switching:** Perform bulk actions without moving to List view. - **Select All Option:** Select all cards on the current page when viewing 20+ opportunities. - **Error Prevention:** Disables card drag-and-drop/open during selection mode. - **Better Accessibility:** Enables all users to manage pipelines easily in their preferred view. - **Streamlined Management:** Make high-volume updates quickly and efficiently. --- # **How To Use Bulk Actions in Opportunities Cards View** Get started with bulk actions using this simple process: ### **Access the Opportunities Tab** To begin using bulk actions, navigate to the **Opportunities** tab from the left-hand menu. This opens the card view where all opportunity stages and entries across your pipeline are displayed. ![Access the Opportunities Tab (image 1 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048890304/original/bzi32qGFBzcEO18XHeauDIaEyfB3oblS7A.png) **Access the Opportunities Tab (image 1 of 10)** This screenshot appears in the "Access the Opportunities Tab" section of "Bulk Actions for Opportunity Cards". The text alongside this image reads: To begin using bulk actions, navigate to the Opportunities tab from the left-hand menu. This opens the card view where all opportunity stages and entries across your pipeline are displayed. Immediately after, the guide continues: Use the dropdown menu at the top to select the pipeline you want to manage. This filters the Opportunities view to show only entries from the selected pipeline, making bulk updates more focused and efficient. - What this covers: To begin using bulk actions, navigate to the Opportunities tab from the left-hand menu. This opens the card view where all opportunity stages and entries across your pipeline are displayed. - Controls: Opportunities - Next: Use the dropdown menu at the top to select the pipeline you want to manage. This filters the Opportunities view to show only entries from the selected pipeline, making bulk updates more focused and efficient. ### **Select a Pipeline** Use the dropdown menu at the top to select the pipeline you want to manage. This filters the Opportunities view to show only entries from the selected pipeline, making bulk updates more focused and efficient. ![Select a Pipeline (image 2 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048890340/original/8PhClHpHMJ3mR-CkXFSQN4MiMRT_r5xqXA.png) **Select a Pipeline (image 2 of 10)** This screenshot appears in the "Select a Pipeline" section of "Bulk Actions for Opportunity Cards". The text alongside this image reads: Use the dropdown menu at the top to select the pipeline you want to manage. This filters the Opportunities view to show only entries from the selected pipeline, making bulk updates more focused and efficient. Immediately after, the guide continues: Use the toggle icon at the top-right to switch between Cards view and List view, both of which support bulk actions. - What to choose: Use the dropdown menu at the top to select the pipeline you want to manage. This filters the Opportunities view to show only entries from the selected pipeline, making bulk updates more focused and efficient. - Next: Use the toggle icon at the top-right to switch between Cards view and List view, both of which support bulk actions. ### **Choose Your View Mode** Use the toggle icon at the top-right to switch between **Cards view** and **List view**, both of which support bulk actions. - **Cards view** is helpful when you want to visually scan and select opportunities by their pipeline stage before applying bulk changes. - **List view** is ideal for working with large volumes of data, as it allows quick scrolling, column sorting, and mass selection for bulk edits. Choose the view based on whether you’re prioritizing visual pipeline context or high-volume record management. ![Choose Your View Mode (image 3 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048891240/original/IfVoINQnX9Aq0wXyZ0HawK4tii6-Bw6mOw.gif) **Choose Your View Mode (image 3 of 10)** This animation appears in the "Choose Your View Mode" section of "Bulk Actions for Opportunity Cards". The text alongside this image reads: Choose the view based on whether you’re prioritizing visual pipeline context or high-volume record management. Immediately after, the guide continues: In order to select opportunities, just hover over to them and click the checkbox that appear at the top right corner of the respective opportunity. - What to choose: Choose the view based on whether you’re prioritizing visual pipeline context or high-volume record management. - Controls: Cards view, List view - Next: In order to select opportunities, just hover over to them and click the checkbox that appear at the top right corner of the respective opportunity. Full procedure: 1. Cards view is helpful when you want to visually scan and select opportunities by their pipeline stage before applying bulk changes. 2. List view is ideal for working with large volumes of data, as it allows quick scrolling, column sorting, and mass selection for bulk edits. ### **Select  Multiple Opportunities** In order to select opportunities, just hover over to them and click the checkbox that appear at the top right corner of the respective opportunity. ![Select Multiple Opportunities (image 4 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048910865/original/OlcXQ14mgww3N3q5rC-9NJr8rqrmtOumpg.gif) **Select Multiple Opportunities (image 4 of 10)** This animation appears in the "Select Multiple Opportunities" section of "Bulk Actions for Opportunity Cards". The text alongside this image reads: In order to select opportunities, just hover over to them and click the checkbox that appear at the top right corner of the respective opportunity. Immediately after, the guide continues: After selecting multiple opportunities in either Cards or List view, an Edit button will appear at the top of the screen. Clicking this allows you to apply changes to all selected records in one go. - What to choose: In order to select opportunities, just hover over to them and click the checkbox that appear at the top right corner of the respective opportunity. - Next: After selecting multiple opportunities in either Cards or List view, an Edit button will appear at the top of the screen. Clicking this allows you to apply changes to all selected records in one go. ### **Edit Opportunity Cards** After selecting multiple opportunities in either **Cards** or **List** view, an **Edit** button will appear at the top of the screen. Clicking this allows you to apply changes to all selected records in one go. ![Edit Opportunity Cards (image 5 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048891457/original/J4DhvHgyW9xm4D5NgA6ZTRhU-KGoVe4sQg.png) **Edit Opportunity Cards (image 5 of 10)** This screenshot appears in the "Edit Opportunity Cards" section of "Bulk Actions for Opportunity Cards". The text alongside this image reads: After selecting multiple opportunities in either Cards or List view, an Edit button will appear at the top of the screen. Clicking this allows you to apply changes to all selected records in one go. Immediately after, the guide continues: After clicking Edit, use the Bulk Edit panel to select a field you want to update across multiple opportunities. Fields like status, value, pipeline, and owner are commonly used for reassignments, cleanup, or campaign-based updates. In…. - What this covers: After selecting multiple opportunities in either Cards or List view, an Edit button will appear at the top of the screen. Clicking this allows you to apply changes to all selected records in one go. - Controls: Cards, List, Edit - Next: After clicking Edit, use the Bulk Edit panel to select a field you want to update across multiple opportunities. Fields like status, value, pipeline, and owner are commonly used for reassignments, cleanup, or campaign-based updates. In the next part, we will explain some of the fields like Assign owner. ### **Choose a Field to Edit** After clicking **Edit**, use the Bulk Edit panel to select a field you want to update across multiple opportunities. Fields like status, value, pipeline, and owner are commonly used for reassignments, cleanup, or campaign-based updates. In the next part, we will explain some of the fields like Assign owner. ### ![Choose a Field to Edit (image 6 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048909905/original/L-xZtWRGFRwSNpRqrMXHno1aVLDgpTMWXQ.png) **Choose a Field to Edit (image 6 of 10)** This screenshot appears in the "Choose a Field to Edit" section of "Bulk Actions for Opportunity Cards". The text alongside this image reads: After clicking Edit, use the Bulk Edit panel to select a field you want to update across multiple opportunities. Fields like status, value, pipeline, and owner are commonly used for reassignments, cleanup, or campaign-based updates. In the next part, we will explain some of the fields like Assign…. Immediately after, the guide continues: Select the Owner field to reassign opportunities to a different team member. This is especially useful when redistributing leads during team shifts, vacations, or coverage gaps. - What to choose: After clicking Edit, use the Bulk Edit panel to select a field you want to update across multiple opportunities. Fields like status, value, pipeline, and owner are commonly used for reassignments, cleanup, or campaign-based updates. In the next part, we will explain some of the fields like Assign owner. - Next: Select the Owner field to reassign opportunities to a different team member. This is especially useful when redistributing leads during team shifts, vacations, or coverage gaps. ### **Assign a New Owner** Select the **Owner** field to reassign opportunities to a different team member. This is especially useful when redistributing leads during team shifts, vacations, or coverage gaps. ![Assign a New Owner (image 7 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048910137/original/ufcirshS3bxcjRrQVBERj2DqNJGlmdRXPg.png) **Assign a New Owner (image 7 of 10)** This screenshot appears in the "Assign a New Owner" section of "Bulk Actions for Opportunity Cards". The text alongside this image reads: Select the Owner field to reassign opportunities to a different team member. This is especially useful when redistributing leads during team shifts, vacations, or coverage gaps. Immediately after, the guide continues: Use the Pipeline and Stage fields to relocate multiple opportunities across workflows. This is helpful when leads need to be regrouped under a new sales process or post-campaign phase. - What to choose: Select the Owner field to reassign opportunities to a different team member. This is especially useful when redistributing leads during team shifts, vacations, or coverage gaps. - Controls: Owner - Next: Use the Pipeline and Stage fields to relocate multiple opportunities across workflows. This is helpful when leads need to be regrouped under a new sales process or post-campaign phase. ### **Change Pipeline and Stage** Use the **Pipeline** and **Stage** fields to relocate multiple opportunities across workflows. This is helpful when leads need to be regrouped under a new sales process or post-campaign phase. ![Change Pipeline and Stage (image 8 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048910204/original/3mYq9dZsizzr-oRhp1nb5AT5GkOSTVfMPw.png) **Change Pipeline and Stage (image 8 of 10)** This screenshot appears in the "Change Pipeline and Stage" section of "Bulk Actions for Opportunity Cards". The text alongside this image reads: Use the Pipeline and Stage fields to relocate multiple opportunities across workflows. This is helpful when leads need to be regrouped under a new sales process or post-campaign phase. Immediately after, the guide continues: Select Status to mark selected opportunities as Open, Won, Lost, or Abandoned. This streamlines updates after call reviews, outreach sequences, or campaign follow-ups. - What this covers: Use the Pipeline and Stage fields to relocate multiple opportunities across workflows. This is helpful when leads need to be regrouped under a new sales process or post-campaign phase. - Controls: Pipeline, Stage - Next: Select Status to mark selected opportunities as Open, Won, Lost, or Abandoned. This streamlines updates after call reviews, outreach sequences, or campaign follow-ups. ### **Update Opportunity Status** Select **Status** to mark selected opportunities as Open, Won, Lost, or Abandoned. This streamlines updates after call reviews, outreach sequences, or campaign follow-ups. ![Update Opportunity Status (image 9 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048910116/original/7IRjHGxKea0uOp3Rn_eSaJo3mFmfy2OZKA.png) **Update Opportunity Status (image 9 of 10)** This screenshot appears in the "Update Opportunity Status" section of "Bulk Actions for Opportunity Cards". The text alongside this image reads: Select Status to mark selected opportunities as Open, Won, Lost, or Abandoned. This streamlines updates after call reviews, outreach sequences, or campaign follow-ups. Immediately after, the guide continues: When working with large volumes, you can click Select all [number] to include every opportunity visible in the current pipeline. This saves time when applying the same change across an entire group of records. - What to choose: Select Status to mark selected opportunities as Open, Won, Lost, or Abandoned. This streamlines updates after call reviews, outreach sequences, or campaign follow-ups. - Controls: Status - Next: When working with large volumes, you can click Select all [number] to include every opportunity visible in the current pipeline. This saves time when applying the same change across an entire group of records. ### **Use “Select All” for Bulk Updates** When working with large volumes, you can click **Select all \[number\]** to include every opportunity visible in the current pipeline. This saves time when applying the same change across an entire group of records. ![Use “Select All” for Bulk Updates (image 10 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048910467/original/dOOpKx4yzUO1I1RPiipLQrRDnPzBMmpFyg.png) **Use “Select All” for Bulk Updates (image 10 of 10)** This screenshot appears in the "Use “Select All” for Bulk Updates" section of "Bulk Actions for Opportunity Cards". The text alongside this image reads: When working with large volumes, you can click Select all [number] to include every opportunity visible in the current pipeline. This saves time when applying the same change across an entire group of records. Immediately after, the guide continues: Q: Can I select cards across multiple pages using “Select All on Page”? - What to choose: When working with large volumes, you can click Select all [number] to include every opportunity visible in the current pipeline. This saves time when applying the same change across an entire group of records. - Controls: Select all [number] - Next: Q: Can I select cards across multiple pages using “Select All on Page”? --- # **Frequently Asked Questions** **Q: Can I select cards across multiple pages using “Select All on Page”?** No, this option only selects cards on the current page. **Q: What if I select the wrong cards?** Click the checkbox again to deselect, or deselect all to exit selection mode. **Q: Will selection mode affect card movement or opening?** Yes, drag and open functions are paused during selection to prevent errors. **Q: How do I know if there are 20+ opportunities on a page?** The “Select All on Page” button appears automatically when this limit is reached. **Q: Can I undo a bulk action?** Some actions can be reversed (like moving cards), but it’s best to confirm selections carefully. **Q: Do user permissions impact available actions?** Yes, actions vary based on your user role and permissions. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com