Deltek Vanatagepoint CRM Series: Boilerplates Hub - Learning Video
Overview
Course Details
This video will give you an overview of the Boilerplates Hub in Deltek Vantagepoint.
Duration: 10 minutes
Course Objectives
- Describe the Boilerplate Hub
- Use the features and functions in this hub
- Toggle between List View and Detail View
- Create, Copy and Delete Boilerplate records
Instructor
Marlaina Mandeville
Glossary
| Activity | Meetings, tasks, phone calls, email messages, touchpoints, and other business functions. |
| Boilerplates | Blocks of text that can be used repeatedly in proposals and other documents. |
| CRM | Customer Relationship Management |
| Hubs | Information centers that provide you with a set of tools, applications, and reports to help you manage all aspects of your client relationships. |
| Proposals | The principal tools that you use to sell your firm's services and win new business. Proposals contain all the information about your firm, your employees, and your previous work that prospective clients want to know before they award a contract. |
| Screen Designer | A tool used by Administrators to customize hubs and the chart of accounts, including user-defined tabs, fields, and grids, setting field security and adding new hubs. |