Adding Your Capture Teams to Your Opportunities

The Team tab allows you to assign internal capture team members to an Opportunity. This ensures clear ownership, accountability, and coordination across capture and proposal efforts.

You can assign key roles such as:

Assigning capture team members helps ensure the Opportunity is properly staffed and tracked throughout the capture and proposal lifecycle.

First, navigate to your Pipeline and locate the Opportunity you want to assign your capture team to.

You can browse Opportunities by stage or use the search bar to quickly locate a specific Opportunity.

Click on the Opportunity card to open the Opportunity record.

In the example below, we are opening the Opportunity titled Implementation of Advanced Government Simulation Capabilities.

This will take you to the Opportunity workspace.

Once inside the Opportunity, click on the Team tab at the top of the screen.

The Team tab allows you to assign both internal capture team members and manage teaming organizations.

Within the Capture Teams section, you will see available roles such as:

Click the Find a user dropdown next to the role you want to assign

If the user already exists in NextStage, you can select their name directly from the dropdown list.

Once selected, the user will be assigned to that role for the Opportunity.

If the team member does not already exist in NextStage, you can create them directly from this field.

To add a new user:

The new user will be created and assigned to the selected role.

Assigning capture team members provides:

Capture team assignments also support downstream workflows such as proposal development, task assignment, and leadership reporting.