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How Do I Mass Update Inquiry or Booking Stages?
How Do I Mass Update Inquiry or Booking Stages?

Learn how to quickly and easily mass update your stages in your account.

Edward Cooper avatar
Written by Edward Cooper
Updated over a week ago

It is good practice to clear out your old inquiries every so often. Maybe you want to change all inquiries greater than 4 months old to Stage = Lost? There is a great feature in BriteVenue that allows you to do mass updates.

How To Do A Mass Update

  • To do this, go to the list view for inquiries or bookings.

  • Create a filter on the "Created Date" column - greater than lets say 4 months old.

  • Then use the dropdown on the left to do a Mass Update.

  • Choose update Stage - and choose your new Stage = Lost (or whatever stage you have set up in your BriteVenue account.

The video below gives an example of how to do this for inquiries. If you need more information on how to manage List Views, you can CLICK HERE.

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