What I Need to Know: Opportunity Stage Use & Lifecycle

Stage Opportunity Status Description 01-Qualified Lead
Open
Lead that has been converted to a viable Opportunity.
02-Go/Bid Job #
Open
Allocating Resources to the Project/Pursuit
03-RFQ Received/In-House
Open
Request for Qualifications received
04-SOQ Submitted
Open
Statement of Qualifications Submitted, and awaiting next step.
05-Short Listed/Awaiting RFP
Open
Notified that we were shortlisted but haven't received the RFP yet and awaiting next step.
06-RFP Received/In-House
Open
Received the RFP and working on the proposal.
07-Proposal Submitted
Open
The proposal has been submitted and waiting notification of interview or additional client feedback.
08-Interview Stage
Open
Received notification of participation in the interview and are prepping for the Interview.
09-Awaiting Decision
Open
Waiting for Client to Make Award Decision
10a-Sale Pending
Open Where we are notified we are selected for award however, we have a low level of confidence the project will move forward. These projects and revenue are not included in Division sales but are included in the marketing portion of business plans.
10b-Sale Closed (Preliminary Award)
Closed/Won Notified we are selected for award and we have a high level of confidence the project will move forward. These projects and revenues are included in Division sales reports and as Preliminary Awards in your Business Plan.
10c-Sale Closed (Converted to JIP)
Closed/Won Indicates the opportunity is now a JIP in CMiC. Never manually select this stage (aside from change order opportunities) as the system auto converts to this stage when moving the opportunity to a Job In Progress. The system will revert opportunity stages to 10b when attempting to manually select this stage and/or there is no corresponding JIP in CMiC.
11-Lost
Closed/Lost Opportunity has been won by another firm.
12-On Owner Hold
Open
Owner put Project or evaluation of Proposals on Hold. Can be at any point in Opportunity Process Pre or Post Award
13-Owner Cancelled
Closed Owner cancelled the project or never invited us to bid on the project.
14-No-Go
Closed
Swinerton decided not to pursue the project
15-On Call Closed
Closed
This is the default stage when an On-Call Opportunity expiration date has passed. The system will close the Master On-Call Opportunity and change the stage to this stage.
16-General Prequal Closed Closed This stage should be used only for tracking general or annual prequalifications that are NOT tied to a specific pursuit. When this stage is selected, the opportunity will be closed. For more information about the process, review the process here.

FOR HIGHER DEFINITION OF THE WORKFLOW BELOW, OPEN THE PDF ATTACHMENT.