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Bulk Actions in Opportunities – Cards View

June 17, 2025/in What's New? Opportunities and Pipelines

📌 Overview

You can now perform bulk actions directly from the Opportunities Kanban/Card view without needing to switch to the List view.

Note: To enable this feature, go to Settings > Labs > Enable "Bulk Actions in Cards View"

![Screenshot 2025-06-17 at 6](

🚀 What’s New

  1. Bulk Card Selection: Select multiple opportunity cards using checkboxes directly in the Card view.

  2. Select All on Page: If there are more than 20 opportunities, you will see a “Select All on Page” button to quickly select every visible card.

  3. Interaction Lock During Selection: While in selection mode, cards are locked to prevent dragging or opening, avoiding accidental changes.

⚙️ How It Works

  • Navigate to Opportunities > choose a Pipeline > switch to Kanban/Card view.
  • Click the checkbox on any card to enter selection mode.
  • Use additional checkboxes to select more cards.
  • If there are more than 20 opportunities, click “Select All on Page” to select all visible cards.
  • Once selected, click Edit to perform bulk actions.

💡 Why It Matters

  • Saves time by enabling bulk actions within your preferred view.
  • Prevents unintended interactions with cards during selection.

![Screenshot 2025-06-17 at 6](

![Screenshot 2025-06-17 at 6](

![Screenshot 2025-06-17 at 6](

https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png 0 0 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2025-06-17 23:26:002025-06-17 23:26:00Bulk Actions in Opportunities – Cards View

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