Use the Bid Stage screen to add, modify, or delete a bid stage. Bid stages enable you to track the progression of a bid through the bidding process. Bid stages are used for report filters, report grouping, and to calculate potential bid revenue.
You might use the following bid stages:
Bid In Progress
On Hold
Lost Bid
Bid Submitted
Bid Withdrawn
Bid Won
Note: To open the Bid Stage screen, click in the All Tasks pane.
Note: The Bid Stage screen is a step in the Bid & Proposal Setup process. The Lead Source screen is the next step.