For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/select-whole-stage.md.
  • English

      • Select every opportunity in a stage for a bulk action

      On the pipeline board, hover a card and tick the checkbox that shows up on it; bulk selection turns on by itself and the checkbox in the stage header appears too. The selection takes every card in that column the current filters show — not only the ones already loaded on screen — and the action bar applies your choice to all of them.

      Before you start

      • Role: owner, administrator or coordinating attendant. Other roles do not see the checkbox on the cards.
      • The selection follows the filters active on the board: search, owner, product, funnel, status tab, More filters (priority, tags, value range, dates…) and the advanced filter. The action only reaches the cards those filters show.

      Steps

      1. Hover a card and tick the checkbox in its corner (on mobile it is always visible). This turns bulk selection on.
      2. In the stage header, tick the checkbox left of the name. The bar counter shows the column total even while the list is still loading.
      3. In the bar that appears at the bottom, pick the action: Move, Owner, Tags, Export CSV, Delete and the others.
      4. Confirm in the action window.

      Clicking the header checkbox again clears the column. Unticking everything turns bulk selection off and the bar goes away. Ticking a single card replaces the column selection with a manual one.

      With an advanced filter on, the bar shows Column with active filter next to the counter, with a Clear filters button. Clearing the filter there (or with the × in the Filter button, on desktop) also unticks the column, because the count you had selected belonged to the previous filter. Cards ticked one by one stay ticked.

      The order you picked for the column (for example time in stage) does not change which cards are selected — only the order they appear in. Keep any ordering and select the column as usual.

      If it didn't work

      • The ticked column disappeared after clearing the filter → that is expected: a whole-column selection belongs to the filter that was on when you ticked it. Tick the column again.
      • The counter differs from what you see → the column was still loading; the total comes from the server and is what the action will use.