Team Tab
Use this tab to identify the employees, vendors, and other resources who are working or could potentially work on the opportunity.
You can also use this tab to define labor categories and requirements that can help you identify resources at the planning or job requisitions process. In addition, prime contractors and competitors can be associated with the opportunity on this tab.
Subtasks
Subtask | Description |
---|---|
Opportunity Employee Team | Use this subtask to associate one or more employees with the opportunity and define their roles. |
Labor Categories | Use this subtask to define labor categories that can help you identify resources that meet specific criteria needed for the opportunity. |
Potential Resource Details | Use this subtask to add or view resources that may be included in the bid and proposal process for the opportunity and those that could potentially work on the future contract. |
Opportunity Primes/Competitors | Use this subtask to associate one or more prime contractors and/or competitors with the opportunity and define their roles. |
Parent Topic: Tabs of the Manage Opportunities Screen