How to...

As you use Deltek CRM, you will perform some basic tasks that apply to more than one area of the workspace.

Related topics:

  • Select a Record to View or Edit
    Use the field immediately above the opportunity, company, or contact name to locate and select the record that you want to view or edit.
  • Add or Change Opportunities, Companies, and Contacts
    Use the Add form for an area to add new records for that area. To enter additional information or change existing information for a record, display the record and make your changes directly on the tabs in that area.
  • Work with Grids
    Much of the information for opportunities, companies, and contacts is entered and displayed in grids. For example, when you enter a new milestone for an opportunity, you add it to a grid that also contains all of the previously entered milestones.
  • Connect to GovWin IQ
    If your firm has implemented integration of Deltek CRM with GovWin IQ, use the My Settings dialog box to connect to GovWin IQ from Deltek CRM.
  • Connect to Kona Business
    If your firm has implemented integration of Deltek CRM with Kona Business, use the My Settings dialog box to connect to Kona Business from Deltek CRM.
  • Send a Link to a Record to Another User
    You can send a link to a specific record in Deltek CRM (an opportunity, for example) to a co-worker, and that person can use the link to go directly to that record.
Parent Topic: Business Development Basics