Hub Videos
Vantagepoint comes with a library of short videos that are focused on using the Hubs. Each video is about five minutes long and focuses on a specific task or area. New videos are added regularly.
To view the videos:
- Click the links below, or
- Click Help > Videos from the toolbar in the user interface.
| Title | Purpose |
|---|---|
| Navigation Tips | This video includes tips to help you successfully navigate, including how to add a record, use list view, select columns, use filters, and perform a simple search. The video also discusses hierarchies. |
| Use Hubs for CRM | Use this video to learn about the hubs used by CRM users, and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record. |
| Import Data for CRM | Use this video to learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources. |
| Lead Qualification | Use this video to learn how to search for, create, qualify, and disqualify leads. |
| Outlook Integration | Use this video to learn how to use the Outlook add-in to integrate Vantagepoint and Microsoft Outlook. |
| Salesforce Integration | Use this video to learn how to use the Salesforce Integration module to integrate Salesforce and Vantagepoint. Learn how to use existing Salesforce information to create projects in Vantagepoint, how to access and report on sales data in one place, and how to use Salesforce information to create estimates. |
| URLs | |
| Navigation Tips | https://education.deltek.com/web/rsl/vantagepoint/learnaboutthefeatures/overviewandnavigation/WhatisVantagepoint.mp4 |
| Time for End Users | https://education.deltek.com/web/rsl/vantagepoint/learnaboutthefeatures/timeandexpense/TimesheetsOverview.mp4 |
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THESE ARE CONREF TESTS