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

Enable Lead Qualifications

If your firm uses the CRM Plus module, you can enable the Lead Qualification feature to allow users to manage the entry and qualification of contacts (leads) during the sales process.

When the Lead Qualification feature is enabled, the Contacts hub includes a Qualified Status field in the Summary pane to help you manage the entry and qualification of contacts that start out as leads. See Qualifying Contacts for additional information.

Video: See related video below

To enable the Lead Qualifications feature:

  1. From the Navigation menu, click Settings > CRM.
  2. On the CRM Plus Settings form, select Yes for Enable Lead Qualifications.
  3. Click Save.
Video
Title Description

Lead Qualification

Learn how to search for, create, qualify, and disqualify leads.