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.
3 min read769 words10 explained imagesUpdated Thu, 26 Jun, 2025 at 5:44 AM
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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.
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)What this shows To begin using bulk actions, navigate to the Opportunities tab from the left-hand menu.What this showsIllustrates the "Access the Opportunities Tab" section of "Bulk Actions for Opportunity Cards".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.Image 1 of 10What this coversTo 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.
Buttons and menus referencedOpportunities
Next stepUse 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)What this shows Use the dropdown menu at the top to select the pipeline you want to manage.What this showsIllustrates the "Select a Pipeline" section of "Bulk Actions for Opportunity Cards".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.Image 2 of 10What to chooseUse 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 stepUse 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)What this shows Choose the view based on whether you’re prioritizing visual pipeline context or high-volume record management.What this showsIllustrates the "Choose Your View Mode" section of "Bulk Actions for Opportunity Cards".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.Image 3 of 10What to chooseChoose the view based on whether you’re prioritizing visual pipeline context or high-volume record management.
Buttons and menus referencedCards viewList view
Next stepIn order to select opportunities, just hover over to them and click the checkbox that appear at the top right corner of the respective opportunity.All 2 steps in this procedure
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.
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)What this shows 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 this showsIllustrates the "Select Multiple Opportunities" section of "Bulk Actions for Opportunity Cards".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.Image 4 of 10What to chooseIn 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 stepAfter 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)What this shows After selecting multiple opportunities in either Cards or List view, an Edit button will appear at the top of the screen.What this showsIllustrates the "Edit Opportunity Cards" section of "Bulk Actions for Opportunity Cards".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….Image 5 of 10What this coversAfter 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.
Buttons and menus referencedCardsListEdit
Next stepAfter 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)What this shows After clicking Edit, use the Bulk Edit panel to select a field you want to update across multiple opportunities.What this showsIllustrates the "Choose a Field to Edit" section of "Bulk Actions for Opportunity Cards".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.Image 6 of 10What to chooseAfter 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 stepSelect 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)What this shows Select the Owner field to reassign opportunities to a different team member.What this showsIllustrates the "Assign a New Owner" section of "Bulk Actions for Opportunity Cards".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.Image 7 of 10What to chooseSelect 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.
Buttons and menus referencedOwner
Next stepUse 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)What this shows Use the Pipeline and Stage fields to relocate multiple opportunities across workflows.What this showsIllustrates the "Change Pipeline and Stage" section of "Bulk Actions for Opportunity Cards".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.Image 8 of 10What this coversUse 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.
Buttons and menus referencedPipelineStage
Next stepSelect 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)What this shows Select Status to mark selected opportunities as Open, Won, Lost, or Abandoned.What this showsIllustrates the "Update Opportunity Status" section of "Bulk Actions for Opportunity Cards".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.Image 9 of 10What to chooseSelect Status to mark selected opportunities as Open, Won, Lost, or Abandoned. This streamlines updates after call reviews, outreach sequences, or campaign follow-ups.
Buttons and menus referencedStatus
Next stepWhen 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)What this shows When working with large volumes, you can click Select all [number] to include every opportunity visible in the current pipeline.What this showsIllustrates the "Use “Select All” for Bulk Updates" section of "Bulk Actions for Opportunity Cards".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”?Image 10 of 10What to chooseWhen 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.
Buttons and menus referencedSelect all [number]
Next stepQ: 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.
