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

Contacts and Leads

If your enterprise uses CRM Plus and enables the Lead Qualification Process in Settings, the Contacts hub includes additional features that allow you to manage the entry and qualification of leads and contacts during the sales process.

In the Contacts hub, you can:

  • Indicate that a contact is a new lead. New leads are contacts with which you do not yet have a relationship but you would like to develop one.
  • Determine the contact's level of interest in doing business with your enterprise.
  • Qualify the contact and build a relationship because the contact meet's your enterprise's requirements and is interested in doing business with your enterprise.
  • Create an in pursuit project or firm record if a qualified contact has an upcoming project for which they are accepting bids. This allows you to begin tracking related in pursuit projects and status.
  • Associate a marketing campaign to the contact, in pursuit project, and firm when qualifying a contact.

If your in process project results in an awarded contract, you simply change the project's stage to a Won stage. Continuity of data from the project's prospect stage forward is preserved.

If you determine that the contract is not worth pursuing, you can revert the contact back to a lead. You can also change the contact's status to disqualified but you must provide a reason for the change in status. Only qualified contacts can be associated with projects.