Update pipeline fields from the Opportunities List
OneTeam now allows for you to quickly update multiple opportunities at a time directly from the Opportunities List.
This feature is currently in Private Preview and is available upon request for companies with Premium subscriptions.
- Go to the Opportunities List (click on Opportunities in the main navigation bar).
- Click in a cell for one of the following columns (opportunity fields):
- 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
- Set a new value for the cell.
- Repeat Steps 2 through 3 for any additional updates that you would like to make.
- When you are done, click the Save button in the toolbar.
