Retro-assign pipelines to existing opportunities

[chrisjames]

Hi all,

I've just updated to 10.

Regarding retro assigning existing opportunities to new pipelines where opportunities pipeline is null, how is this done?

Steps I've done:
1. activated pipeline in opportunities entity manager
2. created a new pipeline
3. Checked the opportunities list and all disappeared because opportunities existing are null
4. The filter appears with only one option: the pipeline(s) that is(are) active.
5. Only way I can see to return to the null assigned records is to deactivate the pipeline in Admin>pipelines

Any ideas?

Thank
CJ

[yuri]

Hi Chris,

You need to add the Pipeline field to the Search Filters layout and add the Pipeline and Pipeline Stage fields to the Mass Update layout.

Then, you can filter records where the Pipeline field is empty and mass update them assigning the needed Pipeline and Pipeline Stage. Do it for each possible status field option.