How to... Review step-by-step instructions for the tasks that you perform when working with opportunities. Related Topics:Create an Opportunity You can create an opportunity record for a potential future project. Opportunities might come from sales leads, for example, or from discussions with existing clients. Edit an Opportunity You can edit the details of an opportunity, such as the current status, or the expected closure date. Managing Organizations on an Opportunity When you create an opportunity, you can add any external organizations that will be involved with the project, and define the roles of those organizations. If an opportunity turns into a project, you can copy the organizations over when you create the project record. Managing Contacts on an Opportunity When you create an opportunity for a prospective project, you can plan ahead and add any external people that you think will work on the project. For each contact that you add, you can assign them one or more roles. Find Opportunities There are a number of methods you can use to find opportunities. Parent Topic: Working with Opportunities HomeDeltek PIM HelpWorking with OpportunitiesHow to...
How to... Review step-by-step instructions for the tasks that you perform when working with opportunities. Related Topics:Create an Opportunity You can create an opportunity record for a potential future project. Opportunities might come from sales leads, for example, or from discussions with existing clients. Edit an Opportunity You can edit the details of an opportunity, such as the current status, or the expected closure date. Managing Organizations on an Opportunity When you create an opportunity, you can add any external organizations that will be involved with the project, and define the roles of those organizations. If an opportunity turns into a project, you can copy the organizations over when you create the project record. Managing Contacts on an Opportunity When you create an opportunity for a prospective project, you can plan ahead and add any external people that you think will work on the project. For each contact that you add, you can assign them one or more roles. Find Opportunities There are a number of methods you can use to find opportunities. Parent Topic: Working with Opportunities HomeDeltek PIM HelpWorking with OpportunitiesHow to...