Add an Organization

Use the Add Organization form to add a new organization record for a client, vendor, partner, government agency, or competitor.

Note: In addition to adding a single organization as described in this topic, organizations may be added in a couple of other ways. If your system administrator imports contacts from a .CSV file and the contact records in that file include associated organizations that do not yet exist in Deltek CRM, the import process adds those organizations if the system administrator requests that. And if your firm has implemented the GovWin IQ integration for Deltek CRM, organizations associated with an opportunity in GovWin IQ may also be added when that opportunity is imported into Deltek CRM.

When you add a new organization using the Add Organization form, you are automatically added as a team member on the Team tab for that organization. However, you will need to go to the Team tab to describe your relationship to the organization. (Note: If you run an import process that adds new organizations, you are not automatically added as a team member for those organizations.)

To add a new organization, complete the following steps:

1. Click to go to the Organizations area.
2. Click + Add Organization next to the organization search field to display the Add Organization form.

   This link is only available if you have the access rights that are required to add records.

3. In NAME, enter the name of the organization.

   When you move the focus from this field, Deltek CRM compares the name to existing organization names and aliases. If it detects possible matches, it displays a list of those organizations so you can determine if you are adding a duplicate record. If you are still not sure, you can click an organization name in the list to display the full company record on a separate browser tab.

4. In the other fields, enter additional information about the organization.
5. To save the organization, click on the Add Organization toolbar.