Opportunities Team Tab

Use the Team tab in the Opportunities area to create and maintain lists of the companies (clients, vendors, subconsultants, government agencies) and team members (your employees and contacts for other companies) that are involved in the opportunity.

Contents

Note: If custom grids or fields are defined for this tab in Ajera CRM (Configuration > General > User Defined Components), those grids and fields display below the Team Members grid. As with standard grids and fields, you must make entries in any required columns and fields.

Field	Description
`Companies` grid	This grid displays the `companies` that are involved in the opportunity. If the list is long and you want to locate a particular `company`, type one or more characters from the `company` name to restrict the list to `companies` with names that contain those characters. To display the full list again, click X at the end of the field. To add another `company` to the team, click + Add Company below the grid. When you add `a company` to the team for an opportunity, `iAccess` automatically creates an association between the two. If you select the `company` in the `Companies` area and go to the Associations tab, the opportunity is displayed in the Opportunities grid.
`Companies`: NAME	This column displays the name of the `company`. Click the name to display a tooltip containing `company` information: market, primary location, phone number, and `company` status. Click More in the tooltip to display the full `company` record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To add another `company` to the team, click below the grid, and select the `company` in NAME in the empty row that displays. Click to select the `company` from the full list, or type one or more characters from the `company` name in the NAME field to select from a list of `company` names that contain those characters. If the `company` has not yet been added in `iAccess`, you can click at the bottom of the selection list to display the Add `Company` form and add the `company`.
`Companies`: TYPE	This column displays an icon to indicate the general type of role the `company` has for the opportunity: Client `Subconsultant` If you are not familiar with an icon, hover over it to display the type in a tooltip. If the field contains a dash, the `company` is not designated as either a client or `subconsultant`. If the `company` should have a different type for the opportunity, click this field and select the type. If that type of role is not currently selected for the `company` in the `Companies` area, you are asked if you want the `company` record updated to include that type.
`Companies`: ROLE	This column displays the `company`'s role for the opportunity (for example, Owner, Electrical Engineering, Acoustics). To select a different role, click in the field. To enter a more detailed description of the role, hover over the grid row and click at the end of the row to display the `Company` Information dialog box. If the `company` is the primary client for the opportunity, select Make primary client on the `Company` Information dialog box. (An opportunity can have only one primary client.) If Make primary client is disabled, make sure that the TYPE column contains the client icon.
`Companies`: LOCATION	This column displays the `company` location that is involved with the opportunity. To select a location, type one or more characters from the location name to select from a list of locations that contain those characters. Click to select from the full list of `company` locations.
`Companies`: PHONE	This column displays the phone number associated with the selected `company` location.
	Click to display the `Company` Information dialog box. In that dialog box, you can designate the `company` as the primary client, and you can review or enter a more detailed description of the `company`'s role. This icon is only visible when you hover over the row for the `company`.
`Company` Information: ROLE DESCRIPTION	Use the ROLE DESCRIPTION field on the `Company` Information dialog box to enter additional details about the `company`'s role for the opportunity. In RELATIONSHIP DESCRIPTION, click to display toolbars that provide editing and formatting options: Bold, italic, underline, strikethrough Numbered lists Bulleted lists Text indent and alignment
`Company` Information: Make primary client	If the `company` is the primary client for the opportunity, select this check box. An opportunity can have only one primary client. If the opportunity already has a primary client, selecting this check box for a different client changes the primary client. ( You cannot select Make primary client if the `company` is not designated as a client for the opportunity in the TYPE column.)
+ Add `Company`	To add another `company` for the opportunity team, click this link, select the `company` in NAME, and enter the other team information.

Field	Description
Team Members grid	This grid displays your employees and external contacts that are involved with the opportunity. If the list is long and you want to locate a particular employee or contact, type one or more characters from the person's first, middle, or last name to restrict the list to team members with names that contain those characters. To display the full list again, click X at the end of the field. If you import an opportunity from GovWin IQ, you have the option to also import contacts that are associated with that opportunity. If you do, those contacts automatically display in this grid along with contacts that you add to the team yourself. To add another team member, click + Add Team Member below the grid. When you add an external contact to the team for an opportunity, `iAccess` automatically creates an association between the two. If you select the contact in the Contacts area and go to the Associations tab, the opportunity is displayed in the Opportunities grid. Likewise, if you select an opportunity on the Associations tab for a contact, that contact is automatically added to the team for the opportunity.
Team Members: NAME	This field displays the team member's name. Click the name to display a tooltip containing employee or contact information: job title, location, phone numbers, and email address. If the team member is an external contact, click More in the tooltip to display the full contact record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To add another team member to the team, click + Add Team Member below the grid, and select the team member in NAME in the empty row that displays. Click to select the team member from the full list, or type one or more characters from the team member name (first, preferred, middle, or last) in the NAME field to select from a list of names that contain those characters. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) If the team member is an external contact and has not yet been added in `iAccess`, you can click + New Contact at the bottom of the selection list to display the Add Contact form and add the contact.
Team Members: TYPE	For an external contact, this column displays an icon to indicate the type of role that the contact's `company` has for the opportunity (client or `subconsultant`). If you are not familiar with an icon, hover over it to display the type in a tooltip. If you change the type of role for the `company` in the `Companies` grid, this icon changes also. For an employee, this column displays .
Team Members: ROLE	This column displays the team member's role in relation to the opportunity (Co-Owner, Architect, Board Member, and so on). To select a different role, click in the field. If the team member is an employee and that employee has more than one role for the opportunity, you can add a row in the grid for each of that employee's roles. To enter a more detailed description of the role, hover over the grid row and click at the end of the row to display the Team Member Information dialog box. If the team member is the primary contact for the opportunity, select Make primary contact on the Team Member Information dialog box. (An opportunity can have only one primary contact.)
Team Members: `COMPANY`	For an external contact, this field displays the `company` with which the contact is associated. For your employees who are on the team, this field is blank. Click the name to display a tooltip containing `company` information: market, primary location, phone number, and `company` status. Click More in the tooltip to display the full `company` record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
Team Members: PHONE	This field displays the team member's phone number.
	Click to display the Team Member Information dialog box. In that dialog box, you can designate the team member as the primary contact, and you can review or enter a more detailed description of the team member's role. This icon is only visible when you hover over the row for the team member.
Team Member Information: ROLE DESCRIPTION	Use the ROLE DESCRIPTION field on the Team Member Information dialog box to enter additional details about the team member's role for the opportunity. In RELATIONSHIP DESCRIPTION, click to display toolbars that provide editing and formatting options: Bold, italic, underline, strikethrough Numbered lists Bulleted lists Text indent and alignment
Team Member Information: Make primary contact	If the team member is an external contact and is the primary contact for the opportunity, select Make primary contact on the Team Member Information dialog box. (An opportunity can have only one primary contact.) If you have selected a primary client, Make primary contact is only available for contacts associated with that `company`. If you have not selected a primary client and you select a primary contact, the `company` with which that contact is associated is made the primary client. If the `company` is not yet listed in the `Companies` grid on the Team tab, it is automatically added to that grid.
+ Add Team Member	To add another team member for the opportunity, click this link, and select the team member and the team member's role in the fields provided. The team members available for selection include your employees and contacts associated with client and `subconsultant` `companies`.