Submit a request

Marketcircle Support
Daylite
Training
Sales Tracking
Managing & Tracking

Articles in this section

How to manage opportunities and craft the perfect sales pipeline
The Opportunity Pipeline
Opportunity Delegation demo video
A Smart List To Keep Your Leads Top Of Mind
Identify Gaps in Your Sales Process in 60 seconds
How to use Daylite to manage Opportunities
Taking Calls & Notes
How do I customize the Pipeline Preferences?
How do I customize the Opportunities Preferences?
Why can't I see the Opportunity Type or Reason as an option for Opportunities?

Taking Calls & Notes

Marketcircle Customer Service Team

October 01, 2019 20:40

Follow

Learn the different ways you can take notes or create tasks from calls in Daylite.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Return to top

Related articles

XeroConnector
Working with Tasks
How to Turn On Daylite Mail Integration
How to manage opportunities and craft the perfect sales pipeline
Opportunity Delegation demo video

Marketcircle Support