How to Move an Opportunity to a Proposal?

Created by Jared Developer, Modified on Mon, 4 Sep, 2023 at 4:06 PM by Jared Developer

Bitumio > Left Navigation Bar > Opportunities


1. Follow the above-mentioned workflow to land on the Opportunities screen.


2. Click an opportunity for which the Status is not PROPOSAL_CREATED. This opens the Update Opportunity screen. 



3. To move this opportunity to a proposal, click the button.



4. This moves the selected opportunity to proposal and a success message is displayed at the top-right corner of the screen.



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