How to create an Opportunity
Select Opportunities
Select the Create Opportunity button
Complete details then select 'Create'
How to edit Opportunity Details
Select the 3 dots then Edit or Delete
How to update Opportunity Status
Navigate to the Status of an Opportunity then Select between Active or Cancelled. All other changes will be done automatically while the opportunity progresses through it's project life cycle.
How to complete your Bid Evaluation (part of Pro)
Navigate to the BNB tab within the Opportunity record
Note:
The Bid Evaluation tool (BNB) is part of Proteus Pro subscription.
Based on your answers to the questions through the stepped process, your assessment outcome in the left hand summary pane is adjusted including recommendations
Step 1 - Go/No Go
Complete the questions in this step to evaluate if this opportunity should be taken further
For each question throughout the evaluation tool you can create and save notes. Navigate to the right of relevant question to record your notes and select 'Save'
After you have completed the questions in every step, select Save & Next Step
Based on your answers, a pop-up may appear to request for more information and/or provide your comments. Complete your comments and select your bid decision.
Step 2- Analysis
Use these questions to identify key factors of a bid
Step 3 - Difficulty Factor
Determine how difficult the proposal will be to write and allocate time and budget accordingly
Step 4 - Winning Strategy
Think about how to develop a winning bid
Step 5 - Risk Analysis
Identify risks and determine mitigating actions
How to progress and Opportunity
Once your bid evaluation has been completed, navigate to Summary, Select 'Progress to Proposal'
In the pop-up select the appropriate Bid or No Bid decision to progress your Opportunity to the next status