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Book Yourself Solid by Michael Port
11-14 Setting up Opportunities
- Level: 1
- Lesson Video Length: 22 minutes.
- Lesson Manual: 26 pages. (Scroll to bottom of lesson to download PDF)
In this lesson you are going to learn how to set everything up so that you can begin to use opportunties in your Daylite database.
- Set up opportunity types
- Set up states & reasons
- Set up opportunity categories & keywords
- Set up pipelines & stages
- Set up contact and organization roles
- Create products & services for estimating
- Setup and applying taxes.