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iOSXpert Daylite Academy
Developer & API Docs
Integrations & Add-ons
Integration & Add-ons
How to Create a Daylite Projects Zap Integration with Zapier
Daylite and Billings Pro Integration
Tracking & Reporting
How to check the status of projects by filtering or creating a snap shot
How to create a project pipeline
Can I assign multiple active pipelines to a project or opportunity?
How to track the status of your projects
Basic Project Reporting
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Organizing & Customizing
How can I re-order or delete the pipeline stage once I have added a pipeline?
How to auto-fill Projects & Opportunities with information
Creating & Managing
Creating Opportunities in Daylite
How to remove a pipeline from an objective
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
See all 11 articles