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Daylite Academy

Course: Sales and Distribution with Daylite

Section: Close More Deals

In this course we focus on sales activities around the Daylite sales opportunity.

We show you in detail how to use roles, the activity history, how to create and apply workflows, how to create estimates and much more!

Duration: about 60 minutes

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Content

Introduction

WORKING WITH OPPORTUNITIES

The Opportunity in Daylite

Roles in Sales

The form to collect details

Test: Working with opportunities

SALES WORKFLOW

The Sales Workflow – overview

Creating a workflow

Using Pipelines

Test: Sales Workflow

The Estimate

Keeping an eye on costs

Test: Offer and Profitability

The Forecast

Pipeline Boards

Control of Success

Test: Forecast & control of success