Team ($129/mo or $1,290/yr) — User Guide

Team is Pro's capture CRM shared across up to 5 people. Everyone works one board, and the activity log shows who did what. If you're new to the pipeline itself, read the Pro guide first.

Subscribing

1. From Pricing, click Start 14-day trial under Team. Stripe checkout — $0 today, $129/mo (or $1,290/yr with the Annual toggle — 2 months free) after the trial, cancel anytime from Manage billing.
2. The account that subscribes is the team owner. The pipeline belongs to the owner; members work on it. Subscribe with the person (or shared BD mailbox) that should own the data long-term.

Inviting your team

1. Open Team in the nav (or Manage team on the Pipeline page).
2. Enter a colleague's email and click Send invite. They get an email with a link valid for 7 days.
3. If they don't have a GovScout account, the link creates one (they pick a password). If they do, they sign in and click Accept.
4. You'll see them under Members. Remove a member or revoke a pending invite anytime. Team includes 5 seats including you.

How the shared pipeline works

• Members see the owner's Pipeline, Dashboard saved list, and can star new opportunities into it, drag cards, and edit pursuit details — exactly like the owner.
• Every stage move, field edit, and log entry records who did it in the card's Activity list — so a BD lead can see a PM moved a bid to Submitted, or who logged the CO call.
• Assign pursuits — each card has an Assigned to field; the Pipeline toolbar filters by Assigned to me, a specific teammate, orUnassigned. Assignees appear as a badge on cards and a column in List view.
• Members see a banner reminding them they're on a shared board.
• Deadline reminder emails and SAM registration expiry alerts go to the owner (the person accountable for the pipeline and the registration).
• AI drafts are shared: the team pool is 15 drafts a month, and any member can generate, edit, or export a draft on any pursuit — drafts save to the pursuit, so the BD lead can polish what a PM generated.
• Everyone on the team can open Incumbent intel on any pursuit — the shared board is where a BD lead flags "incumbent is 8(a) sole-source, expiring in 5 months" for the whole team.
• A member can leave a team from the Team page; their own account and any prior personal data are untouched.

Team workflow tips

• Assign lanes. One person owns construction NAICS, another services — each searches their lane and stars into the shared board.
• Use the log as your standup. "Add a log entry" on a card is faster than Slack — and it stays attached to the pursuit forever.
• Team is one company, one pipeline. If you run capture for several client companies you need a separate workspace per client — that's a different tier we're building; email hello@usegovscout.com and we'll let you know first.
• Export CSV monthly for the file, board deck, or whatever CRM the rest of the business runs.