BD Meetings

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BD & Pipeline Managers

Use OneTeam's Real-Time Data for Meetings

  • Create a custom Pipeline View specifically for the type of meetings and participants to only show data they need to see.

BD Meetings 2


  • Use Dashboard to review status of Pipeline, including upcoming opportunities, revenue targets, win/loss comparison and more.


  • Use Status Notes or Weekly Update to brief significant data of each opportunity being reviewed.

  • Add more details or notes from other team members in real-time.
  • Assign actions and tasks in real-time in Activity Feed.
BD Meetings 1


Benefits of OneTeam 

Benefits of OneTeam

More OneTeam Features for Pipeline Managers

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