How to Mass edit accounts in On Course

In the event that you need to make mass edits to accounts in OnCourse, navigate to the accounts page and select mass edit accounts from the sub nav multi menu below pagination.

Clicking the bulk edit option from the pop-out will enable you to edit a single field for all selected accounts.

Simply select the field you wish to edit then the content in the field you wish to edit. 

Following are the statuses which can be edited.

  • Negotiation

  • Proposal

  • Closed/Won

  • Needs Analysis

  • Potential

  • Qualified

  • Closed/Lost