How can I make changes to the preferences for my opportunities?

Daylite makes it easy to adjust opportunity types and opportunity state reasons. Just follow the steps below. 

Adjusting Opportunity Types

1. Via the menu bar, navigate to Daylite > Preferences and click Opportunities
2. Select the Opportunity Types section
3. Click on the "+" or "-" icons to either add or delete an opportunity type or double-click an existing one to edit it directly
4. By checking the Active checkbox you make the selected opportunity type available in Daylite

Adjusting Opportunity State Reasons

1. Via the menu bar, navigate to Daylite > Preferences and click Opportunities
2. Select the Opportunity State Reasons section
3. Click on the "+" or "-" icons to either add or delete an opportunity state reason or double-click an existing one to edit it directly
4. By checking the Active checkbox you make the selected opportunity state reason available in Daylite