> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt > Use this file to discover all available pages before exploring further. # Opportunities ## Add an Opportunity BD O Nav BD O Create BD O Create C Select **Add** to complete or **Cancel** to exit without saving changes.  ## Modify an Opportunity BD O Modify * **Edit:** Update opportunity information. * **Delete:** Permanently remove the opportunity from the system. * **Duplicate:** Create a copy of the opportunity to use as the basis for a new opportunity record. * **Edit:** Fill in the required information. Select **Update** to complete or **Cancel** to exit without saving changes.  * **Delete:** Select **Delete** to complete or **Cancel** to exit without saving changes.  * **Duplicate:** Fill in the required information. Select **Save** to complete or **Cancel** to exit without saving changes.  ## Calculate PWin BD O P Win BD O P Win Stage BD O P Questions BD O P Win E BD O P Win C Select **Save** to update results or **Cancel** to exit without saving changes.   ## Request an Edit to the Charge Code BD O Select BD O Stage 0 BD O Ch Code BD O CC C Select **Submit** to complete or **Cancel** to exit without saving changes.  ## Add Activity BD O Activity BD O Activity S * **Log a Call**: Record a phone call related to the opportunity. * **New Task**: Create a follow-up task for the opportunity. * **New Event**: Note a meeting or event for the opportunity. Select **Save** to complete or **Cancel** to exit without saving changes.  ## Add a Note BD O Add Note BD O Add C Select **Add** to complete or **Cancel** to exit without saving changes.  ## Add a Document BD O Docs BD O A Docs BD O Docs Type Select **Save** to complete or **Cancel** to exit without saving changes.  ## Edit Details BD O Stage BD O Stage E BD O Stage C Select **Save** to complete or **Cancel** to exit without saving changes.  ## Stage 2 Functions ### Add Potential Partners BD O Stage2 BD O Details BD O Agreements BD O Potential Partners BD O Add Partner BD O Select P BD O Partner C Select **Save** to complete or **Cancel** to exit without saving changes.  ### Partner Requests Submitted requests are routed to the **Contract Management** module for review and processing. BD O Partner R BD O Partner R S * **Request Account Creation:** Submit a request to create a new partner account. * **Request NDA:** Submit a request to create a Non-Disclosure Agreement (NDA). * **Request TA:** Submit a request to create a Teaming Agreement (TA). * **Delete**: Remove from Potential Partners list * **Request Account Creation:** Select **Save** to complete or **Cancel** to exit without saving changes.  * **Request NDA:** Select **Submit** to complete or **Cancel** to exit without saving changes.  * **Request TA:**  * **Delete**: Entry is deleted upon click. ### Add Resources BD O Resources BD O Assign R BD O Team R Select **Add** to confirm. BD O Assign C Select **Save** to complete or **Cancel** to exit without saving changes.  ## Stage 3 Functions ### Add Associate Task Order BD O Stage3 BD O 3details BD O Task Order BD O A Task Order BD O ATOC Select **Save** to complete or **Cancel** to exit without saving changes.  ### Add Solicitation & Amendments BD O Add SA BD O SA Type Select **Save** to complete or **Cancel** to exit without saving changes.  ## Stage 4 Functions ### Add Period of Performance BD O Stage4 BD O POP BD O POP A BD O POP A C Select **Save** to complete or **Cancel** to exit without saving changes.  ### Add and Assign CLIN BD O CLIN BD O CLIN A * **Add CLIN:** Create a new Contract Line Item Number (CLIN) and define its associated contract information. * **Assign CLIN:** Associate an existing CLIN with the selected Period of Performance (POP). Select **Save** to complete or **Cancel** to exit without saving changes.  ### Add and Assign LCAT or Contingent BD O LCAT BD O LCAT Action * **Add LCAT:** Create a new Labor Category (LCAT) and define its associated labor classification information. * **Assign LCAT:** Associate an existing Labor Category (LCAT) with the selected Contract Line Item Number (CLIN) or contract record. * **Assign Contingent:** Assign contingent personnel to the selected Labor Category (LCAT) for contract planning or staffing. ### Submit Client Opportunity BD O Submit ### Open Opportunity Recruitment BD O Recruitment ## Add to Checklist BD O Checklist BD O Check A BD O Check A C Select **Save** to complete or **Cancel** to exit without saving changes.  ## Checklist Actions BD O Check Actions * **History**: Open the change log.  * **Edit**: Modify the task. * **Delete**: Remove task from the checklist. Completed tasks cannot be deleted. * **Edit**: Select **Save** to complete or **Cancel** to exit without saving changes. * **Delete**: Select **Delete** to complete or **Cancel** to exit without saving changes. ## Change an Opportunity Status BD O Check BD O Edit BD O Status Once all tasks are marked as complete, the Opportunity will progress to the next stage. ## Override a Task BD O Override Tasks that have already been marked as **Completed** will remain Completed.