How to...
These help topics provide step-by-step instructions for adding new opportunities, creating a Kona space for an opportunity, specifying organizations, employees, and contacts on opportunity teams, setting up opportunity milestones and touchpoints, and tracking competitors for opportunities.
- Select an Opportunity
Use the search field immediately above the opportunity title in the Opportunities area to select the opportunity that you want to review or edit. - Use a Custom Opportunity Search
If the default opportunity searches (Active, All, and Mine) for locating and selecting opportunities 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 Opportunity
Use the Add Opportunity form to add a new opportunity. - Import Opportunities from GovWin IQ
If you are set up as a GovWin IQ user, you can add opportunities in Deltek CRM by importing them from GovWin IQ. - Import Opportunities from a .CSV File
To import opportunities into Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click
Import Opportunities From CSV in the Integrations & Imports area in the Configuration workspace.
- Edit an Opportunity
To change opportunity information, go to the Opportunities area and select the opportunity. - 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. - Close an Opportunity
When you are no longer actively pursuing an opportunity, you can close it. - Reopen a Closed Opportunity
If you close an opportunity, you can reopen it at any time. - Delete an Opportunity
If an opportunity is created by mistake or for some other reason you want to completely remove an opportunity, you can delete it. - Collaborate Using Kona
Kona from Deltek is integrated with Deltek CRM to support collaboration among those working on an opportunity. Kona is a private and secure collection of work spaces that members of the team associated with an opportunity can use to communicate, share documents, assign and manage tasks, and schedule events. - View and Update Team Members for an Opportunity
Use the Team tab in the Opportunities area to view and update lists of the organizations (clients, vendors, partners, and government agencies) and team members (your employees and contacts for other organizations) that are involved in an opportunity. - View and Update Milestones for an Opportunity
Use the Activities tab in the Opportunities area to view and update a list of key milestones for an opportunity. - Add a Touchpoint for an Opportunity
Click
on the Opportunities toolbar to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed opportunity. You can also add a touchpoint directly in the Touchpoints grid on the Activities tab, and you can view or edit all touchpoints for the opportunity in that grid.
- View and Update Touchpoints for an Opportunity
Use the Activities tab in the Opportunities area to view and update a list of touchpoints (a simple activity such as a meeting or a phone call) for an opportunity. - View and Update Competitors for an Opportunity
Use the Competition tab in the Opportunities area to view and update a list of the other organizations that are pursuing the opportunity. - Download All Opportunities in a .CSV File
From the Opportunities area, you can download all opportunities in a .CSV file. You can then open and work with that file in Microsoft® Excel®.
Parent Topic: Opportunities