Opportunity Tracker: Bulk Actions
It would be a great feature to be able to select multiple opportunities via a checkbox next to the open opportunity and then select a Bulk Action after you've selected. Imagine having 21 open opportunities that are all named "schedule appointment". You could select all 21 and select a bulk action email report. Or at least open the feature to select multiple opportunities and then be able to "send to search". Then from the search report be able to select the contact records you'd like in your Bulk Action. I think this feature for opportunities would be a fantastic idea. Let's get some votes!
Cary Facer
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!