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
-
1
Bulk Data Edit and Entry -Bulk Edit Entries
17:24-
How to Access the Bulk Edit Functionality
-
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
-
Allow Manual Override
-
Viewing Changed Items / Updating Entries using Find and Replace / Filtering within the Edit Grid
-
-
2
Using a Spreadsheet to Update Existing Values (Import Excel File)
10:25