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Articles in this section

  • How to copy emails, tasks, appointments, notes, and attachments to a project
  • If I delete a Task or Appointment, will it also delete my Project or Opportunity?
  • Using projects in Daylite
  • Automating a Checklist and Schedule for a Project
  • How to add people to projects
  • How To Create A Project
  • How to manage projects in Daylite
  • How to create a project from an opportunity
  • Data Entry - Default Values
  • How can I create an appointment or task in a pipeline?

How to manage projects in Daylite

Marketcircle Customer Service Team
  • October 01, 2019 20:50
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Related articles

  • How to create a project from an opportunity
  • Data Entry - Default Values
  • How to copy emails, tasks, appointments, notes, and attachments to a project
  • Merlin Plug-in
  • How to take notes and link them to things in Daylite
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