Update opportunity stage to in development on board
Update opportunity stage to in development on board
Your proposal board items lack consistent stage tags, causing handoff delays and missed prep. Setting items to In Development gives proposal managers and content teams same-day visibility.
Overview
When proposal items appear without consistent stages, content teams and proposal managers spend time reconciling status instead of preparing deliverables. This flow standardizes stage tags to In Development so teams see updated status within minutes, reducing manual fixes ahead of weekly reviews.