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  3. Training
  4. Project Management
  5. Creating & Managing

Creating & Managing

Creating Opportunities in Daylite
There are 3 ways to create new opportunities in Daylite. 1. From the Hom...
Julia Julia
How to remove a pipeline from an objective
To remove a pipeline from an on objective, follow these steps: 1. Open t...
Julia Julia
How to copy emails, tasks, appointments, notes, and attachments to a project
Marketcircle Customer Service Team Marketcircle Customer Service Team
If I delete a Task or Appointment, will it also delete my Project or Opportunity?
No, the Project or Opportunity will not get deleted if you delete a Task...
Marketcircle Customer Service Team Marketcircle Customer Service Team
Using projects in Daylite
Julia Julia
Automating a Checklist and Schedule for a Project
Julia Julia
How to add people to projects
Julia Julia
How To Create A Project
Julia Julia
How to manage projects in Daylite
Julia Julia
How to create a project from an opportunity
This video is part 5 of 7 in the Projects, Tasks and Workflows training ...
Julia Julia
Data Entry - Default Values
Julia Julia