| Field | Description |
|---|
| Organizations grid
|
This grid displays the
organizations that are involved in the opportunity.
If the list is long and you want to locate a particular
organization, type one or more characters from the
organization name to restrict the list to
organizations with names that contain those characters. To display the full list again, click
X at the end of the field.
To add another
organization to the team, click
+ Add Organization below the grid. When you add
an organization to the team for an opportunity,
Deltek CRM automatically creates an association between the two. If you select the
organization in the
Organizations area and go to the Associations tab, the opportunity is displayed in the Opportunities grid.
|
| Organizations: NAME
|
This column displays the name of the
organization.
Click the name to display a tooltip containing
organization information: market, primary location, phone number, and
organization status. Click
More in the tooltip to display the full
organization record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
To add another
organization to the team, click
+ Add Organization below the grid, and select the
organization in
NAME in the empty row that displays. Click
 to select the
organization from the full list, or type one or more characters from the
organization name in the
NAME field to select from a list of
organization names that contain those characters. If the
organization has not yet been added in
Deltek CRM, you can click
+ New Organization at the bottom of the selection list to display the Add
Organization form and add the
organization.
|
| Organizations: TYPE
|
This column displays an icon to indicate the general type of role the
organization has for the opportunity:
 Client
 Partner
If you are not familiar with an icon, hover over it to display the type in a tooltip. If the field contains a dash, the
organization is not designated as either a client or
partner.
If the
organization should have a different type for the opportunity, click this field and select the type. If that type of role is not currently selected for the
organization in the
Organizations area, you are asked if you want the
organization record updated to include that type.
|
| Organizations: ROLE
|
This column displays the
organization's role for the opportunity (for example,
Owner,
Electrical Engineering,
Acoustics).
To select a different role, click
in the field.
To enter a more detailed description of the role, hover over the grid row and click
 at the end of the row to display the
Organization Information dialog box. If the
organization is the primary client for the opportunity, select
Make primary client on the
Organization Information dialog box. (An opportunity can have only one primary client.) If
Make primary client is disabled, make sure that the
TYPE column contains the client icon.
|
| Organizations: LOCATION
|
This column displays the
organization location that is involved with the opportunity.
To select a location, type one or more characters from the location name to select from a list of locations that contain those characters. Click
to select from the full list of
organization locations.
|
| Organizations: PHONE
|
This column displays the phone number associated with the selected
organization location.
|
|
|
Click
to display the
Organization Information dialog box. In that dialog box, you can designate the
organization as the primary client, and you can review or enter a more detailed description of the
organization's role. This icon is only visible when you hover over the row for the
organization.
|
| Organization Information: ROLE DESCRIPTION
|
Use the
ROLE DESCRIPTION field on the
Organization Information dialog box to enter additional details about the
organization's role for the opportunity. In
RELATIONSHIP DESCRIPTION, click
 to display toolbars that provide editing and formatting options:
- Bold, italic, underline, strikethrough
- Numbered lists
- Bulleted lists
- Text indent and alignment
|
| Organization Information: Make primary client
|
If the
organization is the primary client for the opportunity, select this check box.
An opportunity can have only one primary client. If the opportunity already has a primary client, selecting this check box for a different client changes the primary client. ( You cannot select
Make primary client if the
organization is not designated as a client for the opportunity in the
TYPE column.)
|
| + Add
Organization
|
To add another
organization for the opportunity team, click this link, select the
organization in
NAME, and enter the other team information.
|
| Field | Description |
|---|
| Team Members grid
|
This grid displays your employees and external contacts that are involved with the opportunity.
If the list is long and you want to locate a particular employee or contact, type one or more characters from the person's first, middle, or last name to restrict the list to team members with names that contain those characters. To display the full list again, click
X at the end of the field.
If you import an opportunity from GovWin IQ, you have the option to also import contacts that are associated with that opportunity. If you do, those contacts automatically display in this grid along with contacts that you add to the team yourself.
To add another team member, click
+ Add Team Member below the grid. When you add an external contact to the team for an opportunity,
Deltek CRM automatically creates an association between the two. If you select the contact in the Contacts area and go to the Associations tab, the opportunity is displayed in the Opportunities grid. Likewise, if you select an opportunity on the Associations tab for a contact, that contact is automatically added to the team for the opportunity.
|
| Team Members: NAME
|
This field displays the team member's name.
Click the name to display a tooltip containing employee or contact information: job title, location, phone numbers, and email address. If the team member is an external contact, click
More in the tooltip to display the full contact record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
To add another team member to the team, click
+ Add Team Member below the grid, and select the team member in
NAME in the empty row that displays. Click
to select the team member from the full list, or type one or more characters from the team member name (first, preferred, middle, or last) in the
NAME field to select from a list of names that contain those characters. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) If the team member is an external contact and has not yet been added in
Deltek CRM, you can click
+ New Contact at the bottom of the selection list to display the Add Contact form and add the contact.
|
| Team Members: TYPE
|
For an external contact, this column displays an icon to indicate the type of role that the contact's
organization has for the opportunity (client or
partner). If you are not familiar with an icon, hover over it to display the type in a tooltip. If you change the type of role for the
organization in the
Organizations grid, this icon changes also.
For an employee, this column displays
 .
|
| Team Members: ROLE
|
This column displays the team member's role in relation to the opportunity (Co-Owner,
Architect,
Board Member, and so on).
To select a different role, click in the field.
If the team member is an employee and that employee has more than one role for the opportunity, you can add a row in the grid for each of that employee's roles.
To enter a more detailed description of the role, hover over the grid row and click
at the end of the row to display the Team Member Information dialog box. If the team member is the primary contact for the opportunity, select
Make primary contact on the Team Member Information dialog box. (An opportunity can have only one primary contact.)
|
| Team Members:
ORGANIZATION
|
For an external contact, this field displays the
organization with which the contact is associated. For your employees who are on the team, this field is blank.
Click the name to display a tooltip containing
organization information: market, primary location, phone number, and
organization status. Click
More in the tooltip to display the full
organization record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
|
| Team Members: PHONE
|
This field displays the team member's phone number.
|
|
|
Click
to display the Team Member Information dialog box. In that dialog box, you can designate the team member as the primary contact, and you can review or enter a more detailed description of the team member's role. This icon is only visible when you hover over the row for the team member.
|
| Team Member Information: ROLE DESCRIPTION
|
Use the
ROLE DESCRIPTION field on the Team Member Information dialog box to enter additional details about the team member's role for the opportunity. In
RELATIONSHIP DESCRIPTION, click
to display toolbars that provide editing and formatting options:
- Bold, italic, underline, strikethrough
- Numbered lists
- Bulleted lists
- Text indent and alignment
|
| Team Member Information: Make primary contact
|
If the team member is an external contact and is the primary contact for the opportunity, select
Make primary contact on the Team Member Information dialog box. (An opportunity can have only one primary contact.) If you have selected a primary client,
Make primary contact is only available for contacts associated with that
organization. If you have not selected a primary client and you select a primary contact, the
organization with which that contact is associated is made the primary client. If the
organization is not yet listed in the
Organizations grid on the Team tab, it is automatically added to that grid.
|
| + Add Team Member
|
To add another team member for the opportunity, click this link, and select the team member and the team member's role in the fields provided. The team members available for selection include your employees and contacts associated with client and
partner
organizations.
|