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

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Related articles

  • Working with Tasks
  • XeroConnector
  • How to manage opportunities and craft the perfect sales pipeline
  • Opportunity Delegation demo video
  • How to use notes as meeting minutes
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