How to...

These help topics provide step-by-step instructions for adding new contacts, entering touchpoints for contacts, tracking contacts' associations with opportunities and other contacts, and maintaining a list of your employees who are teaming with contacts on opportunities.

Related topics:

  • Select a Contact
    Use the search field immediately above the contact's name in the Contacts area to select the contact that you want to review or edit.
  • Use a Custom Contact Search
    If the default contact searches (Active, All, and Mine) for locating and selecting contacts are not satisfactory, you can create custom searches. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Add an Individual Contact
    Use the Add Contact form to add a new contact record.
  • Import Contacts from a .CSV File
    To import contacts into Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click Contacts on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Edit a Contact
    To change contact information, go to the Contacts area and select the contact.
  • Delete a Contact
    If a contact is created by mistake or for some other reason you want to completely remove a contact, you can delete it.
  • Add a Touchpoint for a Contact
    Click on the Contacts toolbar to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed contact. You can also add a touchpoint for the contact directly in the grid on the Touchpoints tab, and you can view or edit all touchpoints for the contact in that grid.
  • View and Update Touchpoints for a Contact
    Use the Touchpoints tab in the Contacts area to view and update the touchpoints (simple activities such as meetings or phone calls) for a contact.
  • View and Update Associations for a Contact
    Use the Associations tab in the Contacts area to view and maintain lists of the opportunities and other contacts that are associated with the currently selected contact.
  • View and Update Team Members for a Contact
    Use the Team tab in the Contacts area to view and update a list of your employees who are associated with a contact.
Parent Topic: Contacts