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Bulk actions let you operate on multiple opportunities simultaneously, saving time when managing large deal volumes.
Bulk actions menu for opportunities

The bulk actions panel showing available operations for selected opportunities

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Available bulk actions

  • Import opportunities — create opportunities in bulk from a CSV file
  • Export opportunities — download a filtered set of opportunities as CSV
  • Bulk edit — update fields (stage, assigned user, close date, value) across many opportunities at once
  • Bulk delete — permanently remove multiple opportunities
  • Bulk restore — recover recently deleted opportunities

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Importing opportunities

1

Prepare your CSV file

Your file must:
  • Be in CSV format
  • Contain only one sheet
  • Be under 30 MB
  • Have a header row with columns matching opportunity fields (e.g., Contact Name, Pipeline, Stage, Value, Close Date)
2

Click Import

In the Opportunities section, click the Import button.
3

Upload and map fields

Upload your CSV and map each column to the appropriate Hoop opportunity field.
4

Confirm the import

Review the preview and click Confirm to import.
Opportunity imports cannot be reversed. Verify your field mapping carefully before confirming.

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Importing contacts and opportunities together

You can import contacts and their associated opportunities in a single CSV file. Structure your CSV to include both contact fields and opportunity fields in each row. Hoop will create the contact record and the linked opportunity simultaneously.

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Filtering before bulk actions

Use the filter controls to narrow down the opportunities you want to act on before selecting them.
Date range filter for opportunity bulk actions

Use the date range filter to narrow opportunities before applying bulk actions

Opportunity filter options

Apply additional filters to target the right set of opportunities

Status filter for opportunities

Filter by status to find Won, Lost, or Open opportunities

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Bulk editing opportunities

1

Select opportunities

In list view, check the checkboxes next to the opportunities you want to edit. Use the select all option to select all visible opportunities.
2

Click Bulk Edit

Click the Bulk Edit button that appears in the toolbar.
3

Choose fields to update

Select which fields to update — such as pipeline stage, assigned user, close date, or tags. Enter the new values.
Bulk edit opportunities

Bulk editing multiple opportunities at once in list view

4

Apply

Click Apply to update all selected opportunities.

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Bulk deleting and restoring opportunities

1

Select opportunities

Check the opportunities you want to delete.
2

Click Delete

Click Delete from the bulk actions menu. Confirm the deletion in the dialog that appears.
To restore deleted opportunities, open Opportunity Settings > Deleted Opportunities and select the records you want to recover. Click Restore.
Deleted opportunities are retained for recovery for a limited period. After that period, they are permanently removed.

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FAQs

Your file must be in CSV format, contain only one sheet, be under 30 MB, and include a header row with columns matching opportunity fields (for example: Contact Name, Pipeline, Stage, Value, Close Date).
The required fields are Contact ID, Opportunity Name, and Pipeline ID. Fields like Stage ID, Opportunity Value, and Opportunity Status have default values if not provided.
Export your existing opportunities to get Opportunity ID, Pipeline ID, and Stage ID. Export your contacts to get Contact ID.
Yes. Select the Create and Update Opportunities option during import to add new records and update existing ones in a single operation.
No. Opportunity imports cannot be reversed. Always review your field mapping carefully in the preview step before confirming.
Last modified on March 4, 2026