To use the Create Multi-Opportunity feature, you need the Daylite app ProductivityTools extension. This function helps you to create individual opportunities for a selection of persons or companies. For example, you can create individual opportunities from a smart filter lists at the push of a button.
Watch the video below to learn how to create Multi-Opportunities using the Daylite App ProductivityTools.
To create multiple sales opportunities in Daylite, you need the Daylite app ProductivityTools.
Select the records for which you want to create an opportunity. Right-click the Create Multi-Opportunity... function and enter the details of the opportunity. Click on Add to create the opportunities.
If you use the @@ placeholder in the title of the opportunity, it is replaced by the name of the selected records. This makes it easier to distinguish the opportunities created.
To learn how to right-click the Create Multi-Opportunity feature, see this tutorial.
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