BizStackPro Contacts Help Guide

Bulk Actions: Pipeline Change

Update opportunity pipelines and stages for multiple contacts at once while keeping your CRM organized and using drip mode to process larger contact lists in controlled batches.

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Quick Answer

How do you perform a bulk pipeline change in BizStackPro?

Open Contacts or a Smart List, select the contacts you want to update, choose Pipeline Change from the bulk actions menu, then select the pipeline, stage, lead or deal value, and opportunity status in the Add / Update Opportunity window. Confirm the action to apply the changes.

What a Pipeline Change Does

You may need to update deal stages or opportunity values across multiple contacts, but editing each record individually can slow down the process.

The Pipeline Change bulk action allows you to create or update opportunities for multiple contacts at once.

You can move contacts into a specific pipeline stage, update deal values, and set opportunity status without opening every contact record individually.

Bulk pipeline changes can help keep sales data consistent when contacts need the same opportunity updates after an import, campaign, or other large CRM change.

Keep pipeline data consistent

Without bulk updates, opportunity stages, values, and statuses can become outdated or inconsistent across contact records.

Pipeline Changes at a Glance

Location Contacts or Smart List

Bulk Action Pipeline Change

Window Add / Update Opportunity

Pipeline Data Pipeline and Stage

Opportunity Data Value and Status

Large Lists Use Drip Mode

Before You Begin

Decide exactly how the selected opportunities should be updated before applying a pipeline change.

Confirm which contacts should receive the pipeline update.
Choose the correct pipeline.
Choose the correct pipeline stage.
Decide whether the lead or deal value needs to be updated.
Decide which opportunity status should be applied.
For large contact lists, decide whether drip mode should be used.

Step-by-Step: Performing a Pipeline Change

Follow these steps to select contacts and update their opportunity pipeline information in bulk.

Select the Contacts

Go to Contacts or open a Smart List.

Select individual contacts, use the top checkbox to select all contacts on the current page, or use the available link to select all contacts when needed.

Open Pipeline Change

Open the bulk actions menu and select Pipeline Change.

Choose the Pipeline and Stage

In the Add / Update Opportunity window, select the pipeline and stage that should be applied to the selected contacts.

Set the Opportunity Value

Enter or select the lead or deal value that should be used for the opportunities.

Choose the Opportunity Status

Select the appropriate opportunity status, such as open, won, lost, or another available status.

Apply the Pipeline Change

Review the selected pipeline, stage, value, and status, then click Add/Update Opportunity to apply the changes.

Test large updates with a smaller group first

Before applying a pipeline change to a large contact list, test the action with a small group to confirm the pipeline, stage, value, and status settings are correct.

Pipeline Change Best Practices

Use Drip Mode for Large Contact Lists

Reason: Drip mode processes large updates in batches instead of attempting to process the entire selected contact list at once.

Understand the Repeat After Setting

Reason: The repeat after setting controls how often the next batch is processed.

Example: If 100 contacts are processed every 5 hours and the selected list contains 780 contacts, the action will run in 8 batches.

Drip Mode Continues Through the Remaining Contacts

Reason: Each batch continues processing the remaining contacts until the full selected list is complete. It does not restart from the beginning with every batch.

Use Pipeline Changes for Sales Stage Updates

Use: Move multiple leads into the same pipeline stage at once.

Use Pipeline Changes for Opportunity Cleanup

Use: Correct opportunity stages, values, or statuses after an import, campaign, or other CRM change.

Prepare Pipeline Data Before Automation

Use: Align opportunity data before relying on workflows or reports that use pipeline information.

Frequently Asked Questions

How do I select contacts for a bulk action?

Go to Contacts or a Smart List and select the checkboxes next to the records you want. Use the top checkbox to select all contacts on the page, then click the available link to select all contacts in your account if needed.

How do I perform a pipeline change using bulk actions?

After selecting contacts, click the Pipeline Change bulk action. In the Add/Update Opportunity window, choose the pipeline, stage, lead value, and status, then confirm to apply the update.

What does the repeat after setting do in drip mode?

The repeat after setting controls how often the next batch is processed. The system continues processing the remaining contacts in batches until all selected contacts are completed.

Can I cancel a bulk pipeline change once it has started?

Cancellation options depend on your account and timing. Some bulk actions can be stopped while they are still processing. Check the Bulk Actions status page or contact support if needed.

Continue Learning

Continue learning how to manage contacts, opportunities, pipelines, and bulk actions in BizStackPro with these related Help Center guides.

Recommended Next Step

Review Your Pipeline Structure Before Large Bulk Updates

Bulk pipeline changes are easier to manage when your pipelines and stages are already organized correctly. Before applying large updates, review your pipeline structure so contacts are moved into the correct stages and your opportunity data remains consistent.

Manage Contacts, Pipelines, and Opportunities with BizStackPro

BizStackPro connects contacts, opportunities, pipelines, bulk actions, and automations in one integrated platform so you can keep your CRM organized while managing larger contact lists and sales processes.

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