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

Contents of the CRM Settings Form

Use the options on this form to enable the ICR feature for Mobile CRM and to enable the Lead Qualification feature.

Contents

Field Description
Use Intelligent Character Recognition (ICR) in Mobile CRM

Select Yes to turn on the ICR feature in Mobile CRM. When you tap in the Mobile CRM application, the Capture Business Card screen becomes available.

With this feature turned on, you can take an image of a business card using your device’s camera or select an image from the archive or camera gallery. The Mobile CRM application automatically scans and analyzes the captured data of the image, maps the captured data to the existing contact, and populates the matched fields. You can also use this feature to add details to a new contact.

Field Description
Enable Lead Qualification

This option is available when the CRM Plus module is enabled. Select Yes to turn on the lead qualification feature in the Contacts hub. A Qualified Status field is added to the Summary pane of the Contacts hub, which allows you to specify that a contact is a lead that will go through the qualification process to become a qualified contact.

With this lead qualification turned on, you can do the following:

  • Enter a lead as a contact record in the Contacts hub.
  • Determine the lead's level of interest in doing business with your enterprise.
  • Qualify the contact and build a relationship because the contact meets your requirements and is interested in doing business with your enterprise.
  • After the lead is qualified, create or associate it with a project or firm record, if it has an upcoming project for which it is accepting bids. This allows you to begin tracking related activities and status.
  • Associate a marketing campaign with contacts, projects, and firms.