TormanoSwitch to List view via the toggle above the kanban. Select multiple deals using row checkboxes; a bulk action bar appears showing how many are selected.
Available actions
- Assign Owner — change the owner on every selected deal (needs the deals write permission).
- Change Stage — move every selected deal to a new stage. The picker offers the stages of the pipeline you're viewing, so use it to move deals within that pipeline.
- Delete — soft-delete the selected deals (needs the deals delete permission).
That's the full set — there is no bulk tagging or CSV export on the deals list.
About delete
Bulk delete is a soft delete: the deals are hidden from the list but retained in the database, not purged on a timer. There is no self-service "restore" screen — to bring a deleted deal back, contact support (or use the API).
Selecting rows
The header checkbox selects the deals currently loaded in the list; there's no "select all matching across every page" option, so narrow your filter first if you need to act on a large set.
What gets logged
A single audit entry summarizes the bulk operation (e.g. a bulk reassignment with the deal count). Each individual deal still fires its own automations and webhooks.