Opportunities
Opportunities allow you to prepare for potential projects. An opportunity might arise from a sales lead, or from an existing project that your organization is working on. When you create an opportunity, you assign the organizations and people that will be involved with the final project. If the project is agreed, you can then copy the organizations and contacts over to the project.
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- How to...
Review step-by-step instructions for the tasks that you perform when working with opportunities.
Parent Topic: Deltek PIM Help