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Sales Management
- How can I save a copy of an Estimate sent to a Client?
- Customizing Estimate Templates demo video
- How can I setup custom Products and Services?
- How to customize Taxes in Daylite
- How can I change the currency in my Daylite estimate?
- How to capture new business inquiries in Daylite
- Why can't I see the custom Category or Keyword that I created in my Opportunities or Projects?
- How to create an Opportunity
- Can I assign multiple active pipelines to a project or opportunity?
- Using @@ in Activity Sets
- Using @@ in Pipelines
- Pipelines with Activity Sets
- The Estimate
- How to keep track of calls, notes, and follow ups
- If I delete a Task or Appointment, will it also delete my Project or Opportunity?
- How to track referrals, and organize contacts and appointments with linking
- How can I filter information in Objectives?
- Where can I enter the estimate number and "valid until date" for an opportunity estimate?
- Delegating Opportunities
- Best practices for importing products into Daylite.