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Track & Manage Opportunities
- How to use Daylite to manage Opportunities
- Using @@ in Activity Sets
- How do I create Activity Sets?
- Activity Sets demo video
- How do I customize the Opportunities Preferences?
- How do I add a logo to my estimate?
- How do I email an Estimate to a Client?
- How can I re-order or delete the pipeline stage once I have added a pipeline?
- How do I customize Pipeline Preferences?
- Opportunities Concept
- The Estimate
- How to keep track of calls, notes, and follow ups
- Identify Gaps in Your Sales Process in 60 seconds
- The Opportunity Pipeline
- Why can't I see the Opportunity Type or Reason as an option for Opportunities?
- Opportunity Delegation
- How can I setup custom Products and Services?
- How to customize Taxes in Daylite
- How can I change the currency in my Daylite estimate?
- Can I assign multiple active pipelines to a project or opportunity?