Bid Stage screen

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  • Bid Withdrawn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 Estimating > Setup > Bid Stage 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.