The Basics

Deltek CRM is designed to be simple to learn and simple to use. In a very short time, you will know your way around and be ready to use it to manage your resources.

This section of Deltek CRM help covers some basic tasks: logging in, navigating through tabs and grids, saving your work, and so on.

Related Help Topics

Use these links to display lists of help topics that contain step-by-step instructions, field and option descriptions, and more in-depth discussions of selected subjects.

Related topics:

  • Deltek CRM Confidence Builder Videos
    The Deltek CRM Learning Portals provide Confidence Builder videos to help you get started using Deltek CRM.
  • The Deltek CRM Workspaces and Areas
    Deltek CRM consists of three workspaces, or primary applications, and each workspace consists of a set of application "areas."
  • How to...
    As you use Deltek CRM, you will perform some basic tasks that are necessary regardless of the area of the product that you are working in.
  • Fields and Options
    Use the Deltek CRM toolbar, the My Settings and Log In Assistance dialog boxes, and other dialog boxes to perform basic tasks.
  • Learn More About...
    Understanding some general concepts will help you use Deltek CRM more productively.
Parent Topic: Deltek CRM