Opportunities
Opportunities are very similar to projects. They serve as a collector for all information on a sales activity and have all the functions that are also available to projects. In addition, you can create offers that give the opportunity a value. Alternatively, the value can also be entered as a number. A sales opportunity that has been won can be converted into a project.
HelpCenter Articles related to Opportunities
- How do I use opportunities in Daylite?
- How do I create multiple opportunities at once?
- How do I manage sales opportunities using pipelines?
- What are the benefits of activity sets?
- How do I create a project from an opportunity?
- How can I send an estimate via email?
- What are opportunity pipelines?
- How do I add valid until dates and estimate numbers in an opportunity estimate?
- How do I send an estimate from Daylite using SimpleSign (E-Mail templates)?
- How do I send an estimate from Daylite using Dropbox Sign?
Daylite Functions related to Opportunities
Opportunities & Offers
Use sales opportunities to measure your success and keep an eye on sales. Create and send quotes directly from Daylite.
Referral Management
Visualize who recommended you to whom and what the relationships between your contacts are like.
Lead & Pipeline Management
Manage your sales – from the sales opportunity to the offer to the won deal.
Invoicing
Connect professional ERP or invoicing programs to Daylite. Access invoice data within Daylite.
Sales Reporting with Boards
Keep an eye on your forecast and automatically execute to-dos. Detailed evaluations and board views help you to maintain an overview and never forget an action.
Track and sign offers
Send quotes as an electronically signable document directly from Daylite. You will be notified by email every time your customer views the quote. The customer can sign legally binding documents directly on their computer or smartphone.
Boards for Opportunities
Create a board for a sales opportunity and see at a glance which tasks still need to be completed in order to win your next deal.
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