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Sales Tracking
Integration & Add-ons
How can I use Zapier to import new web leads into Daylite?
Fone&Text Plugin
MoneyWorks Plugin
Reporting & Printing
Insight View for Opportunities
Basic Opportunity Reporting
How can I filter information in Objectives?
How can I export data from forms and import that data into Excel?
How to Print a Form
Generating Sales
How can I create a new form template using the "New Form" button?
Best practices for importing products into Daylite.
iPhone & iPad
Can I create a Form on my iPhone or iPad?
Managing & Tracking
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
See all 10 articles
Estimates
How can I change the currency in my Daylite estimate?
How to customize Taxes in Daylite
How can I setup custom Products and Services?
How do I email an Estimate to a Client?
How do I add a logo to my estimate?
See all 8 articles
Creating & Linking
How to create an Opportunity
Why can't I see the custom Category or Keyword that I created in my Opportunities or Projects?
How to capture new business inquiries in Daylite
Best Practice for Customizing Categories and Keywords
Can I import leads from web forms in Daylite?
