Feature Settings - Lead and Projects - Lead Stages
Recommended Stages For Lead Status and Analysis
Stage Description | Final Stage |
Received RFP / Bid Invitation | |
Reviewing Plans | |
Preparing Bid/Proposal | |
Submitted Bid | |
Not Bidding | Yes |
Not Awarded | Yes |
Awarded | Yes |
To View and Add Lead Stages
- Login to Corecon as an Admin.
- Click Settings (Gear Icon) at the top of the Main Menu.
- Click Feature Settings | Leads and Projects.
- Navigate to the Lead Stages section.
- To add a Stage option, click the 'Add' button above the grid.
- Navigate to the grid footer and enter the Stage Index Order and Description. If it is a final stage (ex. Awarded or Lost) be sure to check the Final Stage field.
- Click the 'Save' button below the grid.
Note: A Lead Stage can not be deleted if it is referenced in a Lead.
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