Opportunity Overview FAQs

What is Request Type?

In the Request Type field in "Project Details", there are two options that can appear in this field: 


 

• "Budget" is reserved for any projects where the clients are only asking for estimates and not final proposals. You will not be able to mark a "Budget" as "Won" or "Lost".
• "Bid" is reserved for projects where you are competitively providing a proposal. You can mark these projects as "Won" or "Lost" and when you do so, your analytics will track your company's number of wins and losses.

This field is typically populated by your client. However, you can select it in the Overview tab of any opportunity and change it if necessary. 

For example, if you have Bid Board Pro, this field will affect whether or not this project gets calculated in your analytics so you may want to change it for your internal tracking purposes.