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Adding Your Capture Teams to Your Opportunities

This article will walk you through the process of adding your capture team to an opportunity.

Rye Jones avatar
Written by Rye Jones
Updated over 2 weeks ago

Instructions:

  1. To get started - you will want to locate the opportunity in your pipeline that you want to add your capture team to.

2. Next you will want to click on the opportunity. You can see our "Impementaion of Advancement Government Simulation Capabilities" below:

3. Once you're in your opportunity, you will navigate to the Team tab.

4. Once you're in the Team section, you can add the members of your capture

team. If you have included your team members in your initial data upload, you

will be able to locate them in the Find a user dropdown menu.

5. If you need to add a team member who is not in the Find a user dropdown,

you can simply type in their name to add them. In the example below you will

see that we have typed in "Your Proposal Manager." To add this team member

you will hit Create new user: "Your Proposal Manager."

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