How to...
These help topics provide step-by-step instructions for adding new contacts, entering touchpoints for contacts, tracking contacts' associations with opportunities and other contacts, and maintaining a list of your employees who are teaming with contacts on opportunities.
- Select a Contact
Use the search field immediately above the contact's name in the Contacts area to select the contact that you want to review or edit. - Use a Custom Contact Search
If the default contact searches (Active, All, and Mine) for locating and selecting contacts are not satisfactory, you can create custom searches. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again. - Add an Individual Contact
Use the Add Contact form to add a new contact record. - Import Contacts from a .CSV File
To import contacts into Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click
Import Contacts From CSV in the Integrations & Imports area in the Configuration workspace.
- Edit a Contact
To change contact information, go to the Contacts area and select the contact. - Assign an Image to an Opportunity,
Organization, or Contact
You can upload an image (for example, an organization logo or a contact photograph) to Deltek CRM so that you can assign it to an opportunity, organization, or contact, or you can select an image from the library of images supplied with Deltek CRM. If you do not assign an image, Deltek CRM uses a default image. - Delete a Contact
If a contact is created by mistake or for some other reason you want to completely remove a contact, you can delete it. - Add a Touchpoint for a Contact
Click
on the Contacts toolbar to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed contact. You can also add a touchpoint for the contact directly in the grid on the Touchpoints tab, and you can view or edit all touchpoints for the contact in that grid.
- View and Update Touchpoints for a Contact
Use the Touchpoints tab in the Contacts area to view and update the touchpoints (simple activities such as meetings or phone calls) for a contact. - View and Update Associations for a Contact
Use the Associations tab in the Contacts area to view and maintain lists of the opportunities and other contacts that are associated with the currently selected contact. - View and Update Team Members for a Contact
Use the Team tab in the Contacts area to view and update a list of your employees who are associated with a contact.
Parent Topic: Contacts