The Opportunity Pipeline
This video is part 2 of 9 in the Winning New Business training series. T...
Julia Julia
A Smart List To Keep Your Leads Top Of Mind
With Daylite you can create custom views that help show you only what yo...
Julia Julia
Identify Gaps in Your Sales Process in 60 seconds
Learn how you can quickly go over your sales funnel with Daylite's insig...
Julia Julia
Taking Calls & Notes
Learn the different ways you can take notes or create tasks from calls i...
Julia Julia
How do I customize the Pipeline Preferences?
To customize Pipelines Choose Daylite > Preferences. Click Pipelines. T...
Julia Julia
How do I customize the Opportunities Preferences?
To set up Opportunity Types Choose Daylite > Preferences. Click Opportu...
Julia Julia
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...
Julia Julia