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How Can I Make Changes to My Projects in Bulk?

Stephanie
  • Updated

Quickly keep your teams up to date on the status of your Loopio projects by updating your Projects in bulk.

 

Permissions Required: Users with Projects Level 3 (Full Access) permissions can make updates to all Projects. Users with Project, Level 1 (Participant) or Level 2 (Creator) permissions can make changes to Projects in which they are a Project Admin.

  1. Click Projects in the main menu
  2. Use the checkbox to the left of the Project name to select one or more Projects
    Screen_Shot_of_Project_List_with_Checkboxes_selected.png
  3. Click Actions at the top of the screen, and select an action to perform on all selected Projects:
    Screen_Shot_2021-04-05_at_9.06.13_AM.png
 

Tip: To save more time, and easily keep your Sales and Proposal teams in sync, Projects can be marked Won or Lost automatically using our Salesforce Integration. Read more: What is the Loopio Salesforce Integration?

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