Page 26 - Bizggro Manual

User Manual
MANAGE TYPES

You can manage and create the types that your opportunity goes through in this section.
 Write down the new type and hit the “CREATE” button to create a new opportunity type.
 Edit an existing opportunity type by hitting the “EDIT” button.
 Delete an existing opportunity type 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

MANAGE PROPOSAL STATUS

You can manage and create the stages that your opportunity goes through in this section.

 Write the new proposal status name & hit the “CREATE” button to create a new proposal status.
 Edit an existing proposal status by hitting the “EDIT” button.
 Delete an existing proposal status 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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