Bid & Proposal Setup
Enter information that will be used for bids.
Complete the Customer Setup process first.
- On the Prospects screen, set up prospects to create bids for. A prospect is assigned to every bid. Customers may be copied to prospects and vice versa.
- Create the bid types to be used to classify bids for reporting on the Bid Type screen.
- Define the stages used to track progress of bids on the Bid Stage screen.
- Define the sources used to generate sales leads on the Lead Source screen.
- Review the bid & proposal setup on the View Estimating Setups screen.
Once you complete the bid & proposal setup process, you are ready to use Viewpoint Estimating.