11-23 How to set up projects | | MacAngel

11-23 How to set up projects

Level: 1
Lesson Video Length: 18 minutes.
Lesson Manual: 9 pages.

Lesson Video Background by:
Dominic Kamp Photography

Application:
Daylite Client 4

Opportunities

Projects

In this lesson we will teach you how to set up projects in Daylite.

In this lesson you will learn:

What is the difference between a Task and a Project?
Opportunity Categories
Project Categories
How to create a Project from an Opportunity
How to Create Project Pipelines
How to Create an Activity Set that matches a Project stage

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11-10 Using Daylite to help manifest your business & life goals

11-18 Understanding the Daylite 3 Interface

11-14 Setting up Opportunities

11-15 Tracking hot prospects in Daylite

11-4 Designing Business & Life Management into Daylite

Further Learning

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