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
- How to use Daylite to manage Opportunities
- Taking Calls & Notes
- How do I customize the Pipeline Preferences?
- How do I customize the Opportunities Preferences?
- Why can't I see the Opportunity Type or Reason as an option for Opportunities?