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Edit from the Opportunities List

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.

  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 (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
  3. Set a new value for the cell.
    00 00 edit in opportunity view 2
  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.
    00 00 edit in opportunity view