With default values you can set up your Daylite to automatically have certain information available in your opportunities or projects. Just follow these steps:
- Navigate to Daylite -> Preferences
- Click Default Values
- Activate the desired information for your projects or opportunities
Please note: These settings are user specific and can be set differently by another Daylite user.
How do I set today as the default due date for Daylite tasks?
How can I adjust the default values in Daylite?
How do I create a project from an opportunity?