Deltek Vantagepoint CRM Series: Projects Hub - Learning Video
Overview
Course Details
Learn about the tabs and functions of the Projects hub, relating to CRM processes in Deltek Vantagepoint.
Duration: 34 minutes
Course Objectives
- Navigate through the Projects Hub
- Use the CRM features and functions in this Hub
- Explain the CRM functionality of this hub
- Create and copy project records
- Create Linked Promotional Projects
- View Upcoming Milestones Dashpart
Instructor
Marlaina Mandeville
Principal Instructor
Glossary
| Activity | Meetings, tasks, phone calls, email messages, touchpoints, and other business functions. |
| CRM | Customer Relationship Management |
| Employee Number | Unique number which identifies an employee and is a required field when saving an employee record. |
| Hubs | Information centers that provide you with a set of tools, applications, and reports to help you manage all aspects of your client relationships. |
| Lead | A person or business who has shown interest in your companys products or services and who may eventually become a client. |
| 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. |
| Summary Pane | Left section of the Hub that contains key information about a hub record. |
| Touchpoint | A simple Activity, such as a meeting or a phone call. |
| User ID | A unique identification code that each user will use to log in to Vantagepoint. |
Resources
Click on the links below to download the files.
| Guided Practice | The Acumen Fuse Boot Camp Series Part 1: Quick Start - Guided Practice that contains the steps to the activities you can replicate on your own copy of Acumen Fuse or with the Deltek Learning Lab. |
| Acumen Fuse Boot Camp Series Sample File | A zip file of sample projects used in this course that you can download and import into your own copy of Acumen Fuse for practice. |
