Sales Management and Reporting
In this section we demonstrate how manage sales processes with the CRM system Daylite and how to create reports
- How do I use opportunities in Daylite?
- How do I create and use forms in Daylite?
- How do I manage sales opportunities using pipelines?
- How can I add my company logo to an estimate?
- How do I change the currency in Daylite?
- How do I adjust tax rates in Daylite?
- How do I add valid until dates and estimate numbers in an opportunity estimate?
- How can I send an estimate via email?
- How do I create a new opportunity in Mail with Daylite Mail Assistant?
- How do I automatically create sales opportunities from web forms with Zapier?
- How do I save a copy of an estimate?