Bulk Actions for Opportunities in Captivation Hub

Bulk Actions in Captivation Hub let you select multiple opportunity cards at once and update them all in one step — instead of editing each one individually. This is especially useful when you need to move a batch of deals to a new stage, reassign a set of opportunities, or clean up your pipeline after a campaign.

What You Can Do With Bulk Actions

From the Kanban (card) view in Opportunities, you can select multiple cards and take any of these actions on all of them at once:

• Move to a different pipeline stage
• Change the assigned owner
• Update the opportunity status (Open, Won, Lost, Abandoned)
• Delete opportunities

How to Use Bulk Actions

Step 1 — Open Opportunities and switch to Kanban view.

Step 2 — Select your opportunities. Hover over a card to reveal the checkbox, then click it to select that card. Repeat for each opportunity you want to include.

If you have more than 20 opportunities on the page, a Select All on Page button will appear so you can grab them all at once.

Step 3 — Choose your action. Once cards are selected, the bulk action toolbar appears at the bottom of the screen. Choose the action you want to apply.

Move to stage: Select a destination stage to move all selected opportunities.

Change owner: Reassign all selected opportunities to a different team member.

Update status: Set all selected opportunities to Won, Lost, Abandoned, or back to Open.

Delete: Remove all selected opportunities. Use this carefully — deletions can be reversed from the Restore section if needed.

Step 4 — Confirm the action. Review your selection and confirm. The changes apply to all selected cards immediately.

Frequently Asked Questions

Can I select opportunities across multiple pipeline stages at once?
Yes. You can select cards from any visible stage in the Kanban view and apply a bulk action to all of them together.

What if I have more than 20 opportunities on a page?
A "Select All on Page" button appears automatically when this limit is reached, letting you grab all visible cards in one click.

Can I undo a bulk action?
Some actions like moving cards can be reversed by moving them back. Deletions can be recovered from the restore section. It's always a good idea to review your selection carefully before confirming.

Do user permissions affect which bulk actions I can take?
Yes. The actions available depend on your user role and permissions within the account.