How to Edit from the Opportunities List [Private Preview]

OneTeam now allows for you to quickly update multiple opportunities at a time directly from the Opportunities List.

  1. Go to the Opportunities List (click on Opportunities in the main navigation bar).
  2. Click in a cell for one of the following columns:
    • Internal Status
    • Acquisition Status
    • Contract Value
    • Company Revenue
    • Buying Organization
    • Buying Office
    • P-Award
    • P-Win
    • RFI Release
    • RFI Due
    • Draft RFP
    • Final RFP
    • Proposal Due
    • Contract Award
    • Contract Start
  3. Set a new value for the cell.
  4. Repeat Steps 2 through 3 for any additional updates that you would like to make.
  5. When you are done, click the Save button in the toolbar.

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