11-14 Setting up Opportunities

  • Level: 1
  • Lesson Video Length: 22 minutes.
  • Lesson Manual: 26 pages. (Scroll to bottom of lesson to download PDF)

 

  • Application:

    Daylite Client 3
Opportunities

 

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.
  • 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 KAP on Sunday, May 29, 2011 at 5:49pm

This is a great primer for opportunities, however I think it will take actually using them to fully understand what terminology I need to populate my opportunities with.

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