Organizations

The Organizations area of Deltek CRM provides quick access to key information for clients, vendors, partners, government agencies, and competitors.

Basic information, such as organization name, types of roles (client, partner, and so on), relationship to your firm, and primary address, is always visible. Other information displays on the Overview, Touchpoints, Associations, Contacts, and Team tabs. (Your system administrator may also add custom tabs to supplement these standard tabs.)

Organization Summary Information

The name and general market for the currently selected organization display in the upper-left corner of the Organizations area and key data (organization types of roles, status, relationship to your firm, number of employees, and so on) display down the left edge.

Organization Search and Add Organization Option

Use the organization search field above the organization name to display an existing organization. Use the + Add Organization option next to the list to add a new organization.

Use the organization search field above the organization name to display an existing organization. The search list includes both organizations created in Deltek CRM and clients and vendors created in Deltek CRM. Use the + Add Organization option next to the list to add a new organization.

Toolbar

Use the toolbar in the upper-right corner of the area to edit organization information or add a touchpoint for the organization.

Tabs

Use the tabs to display and edit additional information related to the currently selected organization:

• Overview: Use the Overview tab to review and edit key data, such as the organization description, specialties, and so on.
• Touchpoints: Use the Touchpoints tab to review touchpoints that have occurred or are scheduled for the organization and to add new touchpoints.
• Associations: Use the Associations tab to create and maintain lists of the opportunities and other organizations that are associated with an organization .
• Contacts: Use the Contacts tab to view and update contact information for the organization.
• Team: Use the Team tab to create and maintain a list of your employees who are associated with the organization and to describe their relationships to that organization.

Related Help Topics

Use these links to display lists of help topics that contain step-by-step instructions, field and option descriptions, and more in-depth discussions of selected subjects.