Daylite makes it easy to adjust opportunity types and opportunity state reasons. Just follow the steps below.
Adjusting Opportunity Types
- Via the menu bar, navigate to Daylite > Preferences and click Opportunities
- Select the Opportunity Types section
- Click on the "+" or "-" icons to either add or delete an opportunity type or double-click an existing one to edit it directly
- By checking the Active checkbox you make the selected opportunity type available in Daylite
Adjusting Opportunity State Reasons
- Via the menu bar, navigate to Daylite > Preferences and click Opportunities
- Select the Opportunity State Reasons section
- Click on the "+" or "-" icons to either add or delete an opportunity state reason or double-click an existing one to edit it directly
- By checking the Active checkbox you make the selected opportunity state reason available in Daylite
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