OneTeam Free Trial

Experience OneTeam for Yourself for the next 30 days!

Free Trial Course

Your OneTeam 30-day Free Trial has started! Get the most of your Free Trial by watching our Get Started video.

Take your training to the next level by completing the step-by-step tutorials and exercises by downloading the Free Trial Reference and Training Guide.

Free Trial Reference and Training Guide

Full step-by step instructions for 25 beginner tasks in OneTeam.

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Welcome to the OneTeam Free Trial

Welcome letter from the OneTeam Success Team

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Capture Quick Reference Guide

Overview of Capture Management related tabs and processes.

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Proposal Quick Reference Guide

Overview of Proposal Management related tabs and processes.

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Company Admin Quick Reference Guide

Overview of Company Admin related tabs in Company Settings.

Download

Available Lessons

Video Lessons coming in 2025

Free Trial Introduction and Key Terms
1.0 Add an Opportunity to the Pipeline
2.0 Add Internal Contacts
3.0 Customize Stages for your Company
4.0 Create a Custom Pipeline View
5.0 Complete a Qualification Matrix
6.0 Add Notes to an Opportunity
7.0 Search for and Evaluate Potential Teaming Partners
8.0 Invite Teaming Partners with a Communication Email
9.0 Create a Capability Matrix
10.0 Create a SWOT Analysis
11.0 Create a Data Call for an Individual Opportunity
12.0 Create a Data Call Master
13.0 Assign Tasks and Create a Schedule
14.0 Shred an RFP
15.0 Review the RFP Shred
16.0 Create a Proposal Outline
17.0 Create Manual Proposal Headings
18.0 Add Required Terms to Requirement
19.0 Map RFP Requirements
20.0 Add Manual Requirements
21.0 Delete Requirements
22.0 Create Proposal Assignments
23.0 Create Proposal Writer Packages
24.0 Add Content to Writer Packages
25.0 Color Team Reviews

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