How To Move Multiple Boxes To A Stage In Bulk

After a Mail Merge campaign or a long day of meetings, you're ready to move a group of your Boxes into a new stage, congrats! Moving multiple Boxed to another stage in your Pipeline is easy! There are 2 different ways you can change stages in bulk:

In your Pipeline view, check off all the Boxes that you want to move to a different stage, then change the stage of one of the selected Boxes.

In your Pipeline view, copy and paste over all the Boxes that you want to change the stage.  This bulk copying and pasting works just like any other spreadsheet.

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