Add Client Dialog Box

When you add an opportunity in the Resource Planning workspace and the primary client for that opportunity does not yet exist in Deltek CRM, use the Add Client dialog box to add the client.

Location

To display the Add Client dialog box, complete the following steps:

1. On the Add Opportunity form or Edit Opportunity form in the Resource Planning workspace, click in the PRIMARY CLIENT field to display the list of clients that exist in Deltek CRM.
2. Click + Add Client at the bottom of the list.

Contents

Field	Description
NAME	Enter the name of the client.
Save and Cancel	Click Save to add the new client record and close the dialog box. Click Cancel to close the dialog box without adding the client record.