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This course is part of our Daylite Business Coaching. You are already a Daylite Business Coaching customer? Login >>

Course: Daylite Preferences – Primary

The primary Daylite preferences affect all Daylite users and the entire Daylite daytabase of the company. For this reason only an administrator should make informed decisions in this section.

In this course we’ll take a look at the primary settings for companies, opportunities, pipelines, forms, roles and relationships, activity sets, categories and keywords.

Duration: 90 Minutes

Content

Companies

Opportunities

Activity Sets

Pipelines

Forms

Roles & Relationships

Categories

Keywords