CRM Users 101: Deltek iAccess Business Development Space
Business Developers, Project Managers, and Executives spend more time on-the-go than at their desk. The Deltek iAccess Business Development space allows users to access data at the tips of their fingers through their mobile devices. In this presentation, we will review the basics of the Deltek iAccess Business Development space. Attendees will learn how to utilize iAccess to do the following:
- Enter and Edit Clients, Contacts, Opportunities, and Touchpoints
- Basic Searching of Clients, Contacts, and Opportunities data
- Create Custom Search Criteria
- Sort, Filter, and Export Opportunity Reports
- Review Basic Dashboard Capabilities
- ...and much more!
Register now and we will send you the recording.
Presenter: Sarah Gonnella