Course description
When adding and updating entries, you can do so one at a time or in bulk. This course reviews the process for bulk data entry and edit -using either the Bulk Edit Entries or Import File method.
Learn how to update and add multiple entries in bulk so you can increase your efficiency in using DealCloud.
Course Curriculum
Bulk Data Edit and Entry -Bulk Edit Entries
18:43
Overview of Bulk Edit and Entry Options
Bulk Edit Entries - Quickly Update a Subset of Entries in the Edit Grid
Filtering before Bulk Editing Entries to Narrow Down the Entries in the Edit Grid
Filtering within the Edit Grid for Entries with Fields Missing Values
Bulk Edit and Data Entry- Tips, Keyboard Shortcuts, Allow Manual Override
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Using a Spreadsheet to Update Existing Values (Import Excel File)
10:25
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