Add a DPS Opportunity from an Outlook Email

In Microsoft Outlook, you can add a DPS opportunity that prefills with information from an email.

Prerequisites: You must have the Outlook add-in installed.

To add a DPS opportunity that prefills with information from an Outlook email:

1. In Outlook, open an email that has a recipient who is entered as a contact in DPS for whom you want to add an opportunity.
2. Complete one of the following actions to open the DPS contact information pane:
   • In Outlook Web App: In the email, click the DPS icon, and select Open Deltek.
   • In Outlook for Windows or Outlook for Mac: On the Home tab in the Outlook ribbon, click Open Deltek in the Deltek group.
3. In the contact information pane, click + Add Opportunity in the Active Opportunities section. The Opportunities form from the Opportunities hub opens in a separate window and prefills with information from the Outlook email to create the opportunity.
   Prefilled information includes the following:

   Field	Prefills With...
   Primary Contact	The contact in the email
   Primary Client	The contact's firm
   Status	Active
   Opened	Today's date

4. On the Opportunities form, review the prefilled information and change it if needed, and complete other fields on the form.
5. Click Save. The opportunity displays in the Active Opportunities section in the DPS contact information pane in Outlook.