Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Add a Contact

When you create a contact record, you are automatically added as a team member for that contact. You must subsequently use the Team tab to describe your relationship to the contact.

If your firm has implemented the GovWin IQ integration, contacts associated with an opportunity in GovWin IQ may also be added when that opportunity is imported as an in pursuit project.

To add a new contact:

  1. In the Navigation pane, select Hubs > Contacts > Contacts.
  2. Click + New Contact next to the contact search field to display the Contact form.
  3. In the name fields on the Overview tab, enter the contact's name; Last Name is required.
    This information also displays as the page title.

    When you move the focus from this field, Vantagepoint compares the contact's name to existing contact names. If possible matches are detected, Vantagepoint displays a list of those contacts so that you can determine if you are adding a duplicate record. If you are still not sure, click a contact in the list to display the full contact record on a separate browser tab.

  4. Enter additional information about the contact, such as a description, status, recent activity, and market.
  5. Click Save.