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.

The grids on this tab display the organizations, external contacts, and employees who are currently associated with the opportunity. You can edit the role information, and you can add organizations, external contacts, and employees as new team members.

Note: If custom fields are defined for this tab on the Fields & Tabs tab in the Customization area of the Configuration workspace, those fields display below the Team Members grid. As with standard fields, you must make entries in any required custom fields.

To view and update team members for an opportunity, complete the following steps:

1. Click to go to the Opportunities area.
2. Use the search field immediately above the opportunity title to select the opportunity.
3. Click the Team tab.
4. To add an organization to the team, do the following:
   1. Click + Add Organization below the Organizations grid.
   2. Select the organization in NAME. Type one or more characters from the organization name to select from a list of organizations whose names contain those characters, or click to select from the full list of organizations. 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.
5. If the organization should have a different type for the opportunity, click the icon in TYPE and select the type: Client or Partner. If that type 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.
6. To enter or change the organization's role for the opportunity, click in ROLE and select the role.
7. To enter or change the organization location that is associated with the opportunity, click in LOCATION and select the location.
8. To view or enter a more detailed description of the organization's role or to designate the organization as the primary client, do the following:
   1. Hover over the row, and click to display the Organization Information dialog box.
   2. Enter the description in the ROLE DESCRIPTION field.
   3. If the organization is the primary client, select Make primary client.
   4. Click Save.
9. To add one of your employees or an external contact to the team, do the following:
   1. Click + Add Team Member below the Team Members grid.
   2. Select the team member in NAME. Type one or more characters from the team member's name to select from a list of your employees and external contacts whose names contain those characters, or click to select from the full list of employees and contacts. (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.
10. To enter or change the team member's role for the opportunity, click in ROLE and select the role.
11. To view or enter a more detailed description of the team member's role or to designate the team member as the primary contact, do the following:
    1. Hover over the row, and click to display the Team Member Information dialog box.
    2. Enter the description in the ROLE DESCRIPTION field.
    3. If the team member is your primary contact for the primary client, select Make primary contact.
    4. Click Save.