Add an Individual Contact

Use the Add Contact form to add a new contact record.

Alternative: If your contact information is available in an application (for example, Microsoft® Outlook®) from which you can export data to a .CSV (comma-separated values) file, you can add your contacts more efficiently by importing them from a .CSV file rather than entering them one by one using the Add Contact form as described below. Your system administrator can run the import process using the Import Contacts from CSV link in the Integrations & Imports area in the Configuration workspace.

Note: If your firm has implemented the GovWin IQ integration for Deltek CRM, contacts associated with an opportunity in GovWin IQ may also be added when that opportunity is imported into Deltek CRM.

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

To add a new contact, complete the following steps:

1. Click to go to the Contacts area.
2. Click + Add Contact next to the contact search field to display the Add Contact form.

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

3. In the name fields, enter the contact's name. (LAST NAME is the only required field.)

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

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