new

Create multiple sales Deals from selected Contacts in one action

What changed

Turn selected CRM Contacts into individual business development opportunities using the new bulk Deal creation workflow. Choose a sales pipeline, set shared opportunity details, and create Deals for multiple contacts without opening each profile individually.

Capabilities in this update

  • Launch bulk Deal creation from the Contacts action bar
  • Create individual Deals for up to 100 selected contacts per batch
  • Choose the destination sales pipeline and starting stage
  • Apply shared opportunity details across the batch
  • Review the Contacts included before creating their Deals

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