Create a Lead from Your Desktop

You can use Vision Desktop Integration to create and save a new Vision lead from your Windows® desktop.

To create a lead from from your Windows desktop, complete the following steps:

  1. Right-click the Deltek Vision Quick Launch icon () in your system tray or click Deltek Vision on the toolbar of the Add-Ins tab in Outlook.
  2. Select Create Lead.
  3. Complete the fields on the Deltek Vision - Create Lead dialog box. This dialog box only reflects Vision's standard, system-defined fields and labels. No custom fields display.
  4. Click Save and New or Save and Close.
Parent Topic: Procedures