11-15 Tracking hot prospects in Daylite

  • Level: 3
  • Lesson Video Length: 23 minutes.
  • Lesson Manual: 15 pages.
  • Lesson Video Background by:

    Location: Grand Cayman, Cayman Islands, BWI

 

  • Application:

    Daylite Client 3
Opportunities Tasks

 

In this lesson we will teach you how to work with the hottest prospects all the time and make sure that they are not slipping through the cracks.

In this lesson you will learn:

  • How to set up the opportunity extra fields.
  • Create an activity set.
  • Add activity sets to your contextual menus
  • How To throw an activity set on an opportunity
  • Set up the smartlists needed so that you will always be working with the hottest prospects.
  • You are seeing this lesson preview because you either need to if already a member or become a member of the MacAngel Academy.
Prerequisites
Further Learning

Average Review

9876543211

(1 customer reviews)

Customer Reviews

Posted by socrainmaker on Saturday, August 6, 2011 at 5:15pm

Very well done.  Easy to set up.  Now I know that I need to focus on my Ripe (9-10) prospects!

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