Create a Lead from Your Desktop
You can use Vision Desktop Integration to create and save a new Vision lead from your Windows® desktop.
To create a lead from from your Windows desktop, complete the following steps:
- Right-click the Deltek Vision Quick Launch icon () in your system tray or click Deltek Vision on the toolbar of the Add-Ins tab in Outlook.
- Select Create Lead.
- Complete the fields on the Deltek Vision - Create Lead dialog box. This dialog box only reflects Vision's standard, system-defined fields and labels. No custom fields display.
- Click Save and New or Save and Close.