How to...

These help topics provide step-by-step instructions for adding new opportunities, creating a Kona space for an opportunity, specifying companies, employees, and contacts on opportunity teams, setting up opportunity milestones and touchpoints, and tracking competitors for opportunities.

Related topics:

  • Select an Opportunity
    Use the Find opportunity field immediately above the opportunity title in the Opportunities area to select the opportunity that you want to review or edit.
  • Use a Custom Opportunity Search
    If the default opportunity searches (Active, All, and Mine) for locating and selecting opportunities 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 Opportunity
    Use the Add Opportunity form to add a new opportunity in Deltek CRM.
  • Import Opportunities from GovWin IQ
    If you are set up as a GovWin IQ user, you can add opportunities in Deltek CRM by importing them from GovWin IQ.
  • Import Opportunities from a .CSV File
    To import opportunities into Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click Opportunities on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Edit an Opportunity
    To change opportunity information in Deltek CRM, go to the Opportunities area and select the opportunity.
  • Display Resource Planning Information for an Opportunity
    With an opportunity selected in the Business Development workspace, you can quickly display resource planning information for that opportunity in the Resource Planning workspace.
  • Close an Opportunity
    When you are no longer actively pursuing an opportunity, you can close it.
  • Reopen a Closed Opportunity
    If you close an opportunity, you can reopen it at any time.
  • Delete an Opportunity
    If an opportunity is created by mistake or for some other reason you want to completely remove an opportunity, you can delete it.
  • Collaborate Using Kona
    Kona from Deltek is integrated with Deltek CRM to support collaboration among those working on an opportunity. Kona is a private and secure collection of work spaces that members of the team associated with an opportunity can use to communicate, share documents, assign and manage tasks, and schedule events.
  • View and Update Team Members for an Opportunity
    Use the Team tab in the Opportunities area to view and update lists of the companies (clients, vendors, subconsultants, and government agencies) and team members (your employees and contacts for other companies) that are involved in an opportunity.
  • View and Update Milestones for an Opportunity
    Use the Activities tab in the Opportunities area to view and update a list of key milestones for an opportunity.
  • Add a Touchpoint for an Opportunity
    Click on the Opportunities toolbar to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed opportunity. You can also add a touchpoint directly in the Touchpoints grid on the Activities tab, and you can view or edit all touchpoints for the opportunity in that grid.
  • View and Update Touchpoints for an Opportunity
    Use the Activities tab in the Opportunities area to view and update a list of touchpoints (a simple activity such as a meeting or a phone call) for an opportunity.
  • View and Update Competitors for an Opportunity
    Use the Competition tab in the Opportunities area to view and update a list of the other companies that are pursuing the opportunity.
  • Download All Opportunities in a .CSV File
    From the Opportunities area, you can download all opportunities in a .CSV file. You can then open and work with that file in Microsoft® Excel®.
Parent Topic: Opportunities