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Home
Main Menu
Auto-assign Lead/Contact IDs
- Access Configure Contract Management Settings
- Open the Corporate Settings Subtask
- Select Auto-Assign Lead/Contact IDs
- Enter Last Lead/Contact ID
- Save the Record
Set Up Lead Source Types
- Access Manage Lead Source Types
- Select System-Defined Lead Source Types
- Create a New Lead Source Type
- Enter Details for the New Lead Source Type
- Save the Record
Set Up Lead Rating Types
- Access Manage Lead Rating Types
- Select System-Defined Lead Rating Types
- Create a New Lead Rating Type
- Enter Details for the New Lead Rating Type
- Save the Record
Set Up Lead/Contact Relationship Types
- Access Manage Lead / Contact Relationship Types
- Select System-Defined Lead/Contact Relationship Types
- Create a New Lead/Contact Relationship Type
- Enter Details for the New Lead/Contact Relationship Type
- Save the Record
Set Up Lead/Contact User-Defined Labels
- Access Manage Leads and Contacts User-Defined Labels
- Enter Sequence Number
- Select Data Type
- Enter Label
- Enter Short Description
- Enter Costpoint Validation Field
- Select Validated Text Check Box
- Select Required Check Box
- Accomplish the Validated Text Subtask
- Save the Record
Create a New Lead/Contact Record
- Main Screen Fields
  - Enter Lead/Contact ID
  - Enter Lead/Contact Name
  - Select Qualified Stage
  - Enter Owner ID
  - Select Lead Status
  - Enter Values in Other Fields
  - Save the Record
- Business Affiliations
- User-Defined Info
- Related Leads/Contacts
- Opportunities
- Activities
- Contracts
Run Queries on Lead/Contact Information
- Click Query
- Specify Search Criteria
- Click Find
- View Query Results
Use Hey Deltek! in Manage Leads and Contacts
- Enable Hey Deltek!
- Say Hey Deltek!
- Use Voice Commands
- Disable Hey Deltek!
Conclusion

Search Results

Contact and Lead Tracking