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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