Sales Management
- Basic Opportunity Reporting
- How do I create Activity Sets?
- Activity Sets demo video
- How do I customize Pipeline Preferences?
- How to use Daylite to manage Opportunities
- How to manage opportunities and craft the perfect sales pipeline
- How do I add a logo to my estimate?
- How can I re-order or delete the pipeline stage once I have added a pipeline?
- Converting Opportunities into Projects
- Insight View for Opportunities
- Why can't I see the Opportunity Type or Reason as an option for Opportunities?
- How do I customize the Opportunities Preferences?
- Identify Gaps in Your Sales Process in 60 seconds
- A Smart List To Keep Your Leads Top Of Mind
- Opportunity Delegation
- The Opportunity Pipeline
- How can I save a copy of an Estimate sent to a Client?
- Customizing Estimate Templates demo video
- How do I email an Estimate to a Client?
- How can I setup custom Products and Services?