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Guides

Reference Guides, how-to, step-by-step descriptions of functions of OneTeam.

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Pipeline Management

Grow your business with effective opportunity tracking and pipeline management.

• Custom Views on the Opportunities List
• GovWin Import Fields
• Opportunity Reporting Fields

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Teaming

Simplify team strategy, tracking companies, and improve teaming decisions.

• Setup a Capability Matrix
• Invite Companies to an Opportunity

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Proposal Management

Streamline proposal writing and color team reviews

• Contribute to a Proposal through a Writer Package for Non-Microsoft 365 Users
• Evaluate Proposal Content in a Color Team Review

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Search

Find new teaming partners or gather intelligence on the competition

• Basic Search
• Advanced Search

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Company Settings

Configure options for your company

• Manage User Permissions
• Automate Opportunity Imports from GovWin
• Store Documents in SharePoint Online (Microsoft 365)

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Account Settings

Manage your contact info, password, etc.

• Password Reset
• Enable Microsoft Online Single Sign-On (SSO)

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Release Notes

Updated features and new capabilities

• August 17, 2023 Release Notes
• July 1, 2023
• April 10, 2023

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