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Track & Manage Opportunities
- How to use Daylite to manage Opportunities
- Using @@ in Pipelines
- How do I create Activity Sets?
- How to keep track of calls, notes, and follow ups
- Using @@ in Activity Sets
- Activity Sets demo video
- Opportunities Concept
- How do I customize the Opportunities Preferences?
- How do I add a logo to my estimate?
- The Estimate
- Identify Gaps in Your Sales Process in 60 seconds
- How can I setup custom Products and Services?
- How can I re-order or delete the pipeline stage once I have added a pipeline?
- Why can't I see the Opportunity Type or Reason as an option for Opportunities?
- Opportunity Delegation
- The Opportunity Pipeline
- Delegating Opportunities
- Creating Opportunities in Daylite
- How can I filter information in Objectives?
- Where can I enter the estimate number and "valid until date" for an opportunity estimate?