Deltek Vantagepoint CRM Series: Firms Hub - Learning Video
Overview
Course Details
This video will give you an overview of the Firms Hub in Deltek Vantagepoint.
Duration: 22 minutes
Course Objectives
- Navigate through the Firms Hub
- Use the features and functions in this hub
- Understand the contents of the CRM related tabs in the Firms hub
- Create and copy Firm records
- Enable and create Firm Hierarchies
Instructor
Marlaina Mandeville
Glossary
| Activity | Meetings, tasks, phone calls, email messages, touchpoints, and other business functions. |
| CRM | Customer Relationship Management |
| Firms | Clients, vendors, prospects, competitors, government agencies, professional affiliations, and any other type of external business or entity that you would like to track. |
| Firm Hierarchy | Parent and subsidiary relationships between multiple firms/clients. |
| Hubs | Information centers that provide you with a set of tools, applications, and reports to help you manage all aspects of your client relationships. |
| 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 | The 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) for the currently displayed record. |