The Opportunity Pipeline
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How do I customize Pipeline Preferences?
To customize Pipelines
Choose Daylite > Preferences.
Click Pipelines.
T...
How do I customize the Opportunities Preferences?
To set up Opportunity Types
Choose Daylite > Preferences.
Click Opportu...
Why can't I see the Opportunity Type or Reason as an option for Opportunities?
You will not see the Opportunity Type or Reason as a selectable option i...