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  4. Sales Tracking
  5. Managing & Tracking

Managing & Tracking

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  • 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?
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