Deltek Vantagepoint Help

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Create a Project When Qualifying a Contact

When you qualify a contact in the Contacts hub, you have the option to create a project associated with the contact as part of the process.

This option is also available when you begin the contact qualification process from the Responses tab in the Marketing Campaigns hub.

For complete information about qualifying contacts, see Qualifying Contacts and related help topics.

To create a project when qualifying a contact:

  1. In the Contacts hub, select the contact that you want to qualify.
  2. Either click next to the Qualified Status field in the Summary pane and select Qualify Contact, or click Qualify Contact on the Actions bar.
  3. On the Qualify Contact dialog box, click Qualify Contact.
  4. To create a new firm that is associated with the contact, click Create New Firm, and enter and save information for the firm in the Firms form.
  5. To create a new project that is associated with the contact, click Create New Project.

    The New Project form displays.

  6. Add the project using the normal process for creating new projects in the Projects hub. You can add it manually, from another project, or from a project template.
    Some of the default information that normally comes from the copied project, the project template, or standard project defaults is replaced by other default values based on information in the contact record. As always, carefully review the defaults and make changes as necessary.
  7. When you reach the end of the project creation process, you return to the Qualify Contact dialog box.
  8. To complete the contact qualification process, click Done.
You can also create a project when you begin the qualification process from the Responses tab on the Marketing Campaigns form for a contact that is associated with a marketing campaign. Click or hover over the row for the contact that you want to qualify, click at the end of the row, and click Qualify to display the Qualify Contact dialog box.