Grid and Edit allows you to build reports and make inline edits to all fields. Using the check boxes on the left, you can make edits to multiple lines at once. This is extremely useful for repeatable tasks such as managing opportunity pipeline or changing account owners. 

How to Update:

  • To update an individual field hover over the field and click the pen that appears.
  • Input the new field value and click save. Your instance will be instantly updated.
  • To apply the same field values to multiple lines, click the checkbox on the lines you want to edit, hover over the field on one of the lines, input the new data and save. All the checked lines will be updated.
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