Page 25 - Bizggro Manual
P. 25
User Manual
MANAGE MY OPPORTUNITIES
This feature allows you to manage all of your opportunities in one single place.
USING MANAGE MY OPPORTUNITIES YOU CAN
1. Manage stages. ❶
❶
2. Manage types. ❷
❸
3. Manage proposal status.
❹
4. Manage proposals.
MANAGE STAGES
You can manage and create the stages that your opportunity goes through in this section.
Write down the new stage name and hit the “CREATE” button to create a new stage.
Edit an existing stage by hitting the “EDIT” button.
Delete an existing stage by hitting the “DELETE” button.
2 Hit the “CREATE” button if you want to create a new category
1. Write down the new category name
Delete a category type by hitting the delete button
Edit a category by hitting the edit button
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