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Manage Prospects & Leads
- A Smart List To Keep Your Leads Top Of Mind
- How to manage opportunities and craft the perfect sales pipeline
- Customizing Estimate Templates demo video
- How can I view all of my leads in one list?
- Best Practices for Importing Products into Daylite
- How can I save a copy of an Estimate sent to a Client?
- How to capture new business inquiries in Daylite
- How to create an Opportunity
- How to track referrals, and organize contacts and appointments with linking