Opportunities Team Tab

Use the Team tab in the Opportunities area to create and maintain lists of the companies (clients, vendors, subconsultants, government agencies) and team members (your employees and contacts for other companies) that are involved in the opportunity.

Contents

Note: If custom fields are defined for this tab on the Fields & Tabs tab in the Customization area of the Configuration workspace, those fields display below the Team Members grid. As with standard fields, you must make entries in any required custom fields.

Field Description
Companies grid

This grid displays the companies that are involved in the opportunity.

If the list is long and you want to locate a particular company, type one or more characters from the company name to restrict the list to companies with names that contain those characters. To display the full list again, click X at the end of the field.

To add another company to the team, click + Add Company below the grid. When you add a company to the team for an opportunity, Deltek CRM automatically creates an association between the two. If you select the company in the Companies area and go to the Associations tab, the opportunity is displayed in the Opportunities grid.

Companies: NAME

This column displays the name of the company.

Click the name to display a tooltip containing company information: market, primary location, phone number, and company status. Click More in the tooltip to display the full company record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)

To add another company to the team, click + Add Company below the grid, and select the company in NAME in the empty row that displays. Click to select the company from the full list, or type one or more characters from the company name in the NAME field to select from a list of company names that contain those characters. If the company has not yet been added in Deltek CRM, you can click + New Company at the bottom of the selection list to display the Add Company form and add the company.

Companies: TYPE This column displays an icon to indicate the general type of role the company has for the opportunity:
  • Client
  • Subconsultant
If you are not familiar with an icon, hover over it to display the type in a tooltip. If the field contains a dash, the company is not designated as either a client or subconsultant.

If the company should have a different type for the opportunity, click this field and select the type. If that type of role is not currently selected for the company in the Companies area, you are asked if you want the company record updated to include that type.

Companies: ROLE

This column displays the company's role for the opportunity (for example, Owner, Electrical Engineering, Acoustics).

To select a different role, click in the field.

To enter a more detailed description of the role, hover over the grid row and click at the end of the row to display the Company Information dialog box. If the company is the primary client for the opportunity, select Make primary client on the Company Information dialog box. (An opportunity can have only one primary client.) If Make primary client is disabled, make sure that the TYPE column contains the client icon.

Companies: LOCATION

This column displays the company location that is involved with the opportunity.

To select a location, type one or more characters from the location name to select from a list of locations that contain those characters. Click to select from the full list of company locations.

Companies: PHONE This column displays the phone number associated with the selected company location.
Click to display the Company Information dialog box. In that dialog box, you can designate the company as the primary client, and you can review or enter a more detailed description of the company's role. This icon is only visible when you hover over the row for the company.
Company Information: ROLE DESCRIPTION Use the ROLE DESCRIPTION field on the Company Information dialog box to enter additional details about the company's role for the opportunity. In RELATIONSHIP DESCRIPTION, click to display toolbars that provide editing and formatting options:
  • Bold, italic, underline, strikethrough
  • Numbered lists
  • Bulleted lists
  • Text indent and alignment
Company Information: Make primary client

If the company is the primary client for the opportunity, select this check box.

An opportunity can have only one primary client. If the opportunity already has a primary client, selecting this check box for a different client changes the primary client. ( You cannot select Make primary client if the company is not designated as a client for the opportunity in the TYPE column.)

+ Add Company To add another company for the opportunity team, click this link, select the company in NAME, and enter the other team information.
Field Description
Team Members grid

This grid displays your employees and external contacts that are involved with the opportunity.

If the list is long and you want to locate a particular employee or contact, type one or more characters from the person's first, middle, or last name to restrict the list to team members with names that contain those characters. To display the full list again, click X at the end of the field.

If you import an opportunity from GovWin IQ, you have the option to also import contacts that are associated with that opportunity. If you do, those contacts automatically display in this grid along with contacts that you add to the team yourself.

To add another team member, click + Add Team Member below the grid. When you add an external contact to the team for an opportunity, Deltek CRM automatically creates an association between the two. If you select the contact in the Contacts area and go to the Associations tab, the opportunity is displayed in the Opportunities grid. Likewise, if you select an opportunity on the Associations tab for a contact, that contact is automatically added to the team for the opportunity.

Team Members: NAME

This field displays the team member's name.

Click the name to display a tooltip containing employee or contact information: job title, location, phone numbers, and email address. If the team member is an external contact, click More in the tooltip to display the full contact record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)

To add another team member to the team, click + Add Team Member below the grid, and select the team member in NAME in the empty row that displays. Click to select the team member from the full list, or type one or more characters from the team member name (first, preferred, middle, or last) in the NAME field to select from a list of names that contain those characters. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) If the team member is an external contact and has not yet been added in Deltek CRM, you can click + New Contact at the bottom of the selection list to display the Add Contact form and add the contact.

Team Members: TYPE

For an external contact, this column displays an icon to indicate the type of role that the contact's company has for the opportunity (client or subconsultant). If you are not familiar with an icon, hover over it to display the type in a tooltip. If you change the type of role for the company in the Companies grid, this icon changes also.

For an employee, this column displays .

Team Members: ROLE

This column displays the team member's role in relation to the opportunity (Co-Owner, Architect, Board Member, and so on).

To select a different role, click in the field.

If the team member is an employee and that employee has more than one role for the opportunity, you can add a row in the grid for each of that employee's roles.

To enter a more detailed description of the role, hover over the grid row and click at the end of the row to display the Team Member Information dialog box. If the team member is the primary contact for the opportunity, select Make primary contact on the Team Member Information dialog box. (An opportunity can have only one primary contact.)

Team Members: COMPANY

For an external contact, this field displays the company with which the contact is associated. For your employees who are on the team, this field is blank.

Click the name to display a tooltip containing company information: market, primary location, phone number, and company status. Click More in the tooltip to display the full company record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)

Team Members: PHONE This field displays the team member's phone number.
Click to display the Team Member Information dialog box. In that dialog box, you can designate the team member as the primary contact, and you can review or enter a more detailed description of the team member's role. This icon is only visible when you hover over the row for the team member.
Team Member Information: ROLE DESCRIPTION Use the ROLE DESCRIPTION field on the Team Member Information dialog box to enter additional details about the team member's role for the opportunity. In RELATIONSHIP DESCRIPTION, click to display toolbars that provide editing and formatting options:
  • Bold, italic, underline, strikethrough
  • Numbered lists
  • Bulleted lists
  • Text indent and alignment
Team Member Information: Make primary contact If the team member is an external contact and is the primary contact for the opportunity, select Make primary contact on the Team Member Information dialog box. (An opportunity can have only one primary contact.) If you have selected a primary client, Make primary contact is only available for contacts associated with that company. If you have not selected a primary client and you select a primary contact, the company with which that contact is associated is made the primary client. If the company is not yet listed in the Companies grid on the Team tab, it is automatically added to that grid.
+ Add Team Member To add another team member for the opportunity, click this link, and select the team member and the team member's role in the fields provided. The team members available for selection include your employees and contacts associated with client and subconsultant companies.