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

Revert a Qualified Contact to a Lead

If you accidentally qualified a contact, you can revert the record back to a lead.

This removes all relationships for the contact with projects or firms, and places the lead in an open status so that it can be qualified again at a later date. This does not remove associations with employees, activities, and marketing campaigns.

To revert a qualified contact back to a lead:

  1. In the Navigation pane, select Hubs > Contacts > Contacts.
  2. Use the search field above the contact name to search for and select the qualified or disqualified contact that you want to revert back to a lead.
  3. Locate the Qualified Status field on the Summary pane and click Revert to Lead. Or, on the Actions bar click Other Actions > Revert to Lead.
  4. Save your changes.