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Track a Prime where I am a Sub

Set the prime company on an opportunity that you are subcontracting

If you are a subcontractor on an opportunity that you are tracking in OneTeam, we recommend that you do the following:
  1. Set the Contract Role field on the Details tab to 'Subcontractor' and click the Save Details button.
  2. On the Team tab, add the prime to the list via the Search button or the .
    06-06-23-Track Prime-2
  3. Select the Prime radio button for the prime company and click Save.
    000 Subcontractor2
Once this is done, you can add the Prime column to your Opportunity List and see your prime information from there.
000 Subcontractor 3