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  1. iOSXpert.biz - Business on Mac & iPhone
  2. Daylite
  3. Sales Management and Reporting

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 change the currency in Daylite?
  • How do I save a copy of an estimate?
  • How can I add my company logo to an estimate?
  • How can I send an estimate via email?
  • How do I adjust tax rates in Daylite?
  • How do I add valid until dates and estimate numbers in an opportunity estimate?
  • How do I use opportunities in Daylite?
  • How do I manage sales opportunities using pipelines?
  • How do I create and use forms in Daylite?
  • How do I automatically create sales opportunities from web forms with Zapier?

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