CCG consultants will walk you through how to create opportunity projects, build project structures, utilize your templates, and more in this free webinar! On Demand!
Learn how to setup a project easily in Vantagepoint whether you are using Opportunities in Vision, considering the CRM Module for your company, or want to begin tracking In Pursuit efforts. We’ll cover all the bases: initial project setup (with and without the use of the CRM Module); creating new Opportunity Projects and Awarded Projects; effectively using Promotional Projects; creating and editing complex Work Breakdown Structures; utilizing your Templates for project setup (in both the Web or Desktop Application); and seeing CRM Stage Transitions in action.
- Stage Steps – CRM Behind the Scenes
- Work Breakdown Structure Setup – Project Structure
- Project Maturity – Stages Transitions
Who Should Attend:
- Project Managers
- Admin Staff
- Project Coordinators
- Users Considering CRM Module
- Users of Opportunities in Vision
Lilly Marie Dunaway, Consultant
Prior to joining CCG’s team of expert consultants with a Deltek Vantagepoint Master Certification, Lilly honed her accounting acumen in accounts receivable and project management at Alliance Geotechnical Group. Her bachelor of science degree is from West Texas A&M University.
Hilary Mortimer, Managing Consultant
Experienced Managing Consultant with a demonstrated history of working in the computer software industry. Skilled in Enterprise Software, Software Implementation, Accounting, Professional Services, and Deltek. Strong consulting professional with a Bachelor’s degree focused in Business Management from Bryant College.