Manage Prospects & Leads

Sort by Default Sort A-Z Sort by Popularity Sort by Last Updated

• How to manage opportunities and craft the perfect sales pipeline
• Customizing Estimate Templates demo video
• A Smart List To Keep Your Leads Top Of Mind
• Best Practices for Importing Products into Daylite
• How to create an Opportunity
• How to capture new business inquiries in Daylite
• How can I view all of my leads in one list?
• How can I save a copy of an Estimate sent to a Client?
• How to track referrals, and organize contacts and appointments with linking