{"id":244364,"date":"2020-09-29T14:14:05","date_gmt":"2020-09-29T12:14:05","guid":{"rendered":"https:\/\/daylitepro.com\/daylite-crm-software\/daylite-all-features\/lead-and-pipeline-management\/"},"modified":"2020-10-12T11:24:29","modified_gmt":"2020-10-12T09:24:29","slug":"lead-and-pipeline-management","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/lead-and-pipeline-management\/","title":{"rendered":"Lead &#038; Pipeline Management"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;off|on|on&#8221; module_class=&#8221;green rays&#8221; _builder_version=&#8221;4.6.0&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#00b7e3&#8243; background_color_gradient_end=&#8221;#008be2&#8243; height=&#8221;400px&#8221; height_tablet=&#8221;&#8221; height_phone=&#8221;659px&#8221; height_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;40px||0px||false|false&#8221; top_divider_color=&#8221;#d6d6d6&#8243; bottom_divider_color=&#8221;#e09900&#8243;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.4.5&#8243; max_width=&#8221;1030px&#8221; min_height=&#8221;114px&#8221; custom_padding=&#8221;20px||0px|||&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.4.5&#8243; custom_padding=&#8221;4px||||false|false&#8221;][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;50px&#8221; text_line_height=&#8221;1em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;35px&#8221; header_2_font=&#8221;||||||||&#8221; text_orientation=&#8221;center&#8221; min_height=&#8221;28px&#8221; custom_margin=&#8221;||35px|||&#8221;]<\/p>\n<h1 style=\"text-align: left;\">Lead &amp; Pipeline Management<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; 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_builder_version=&#8221;3.25.4&#8243;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;on|off|off&#8221; module_class=&#8221;green rays&#8221; _builder_version=&#8221;4.6.0&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#00b7e3&#8243; background_color_gradient_end=&#8221;#008be2&#8243; height=&#8221;400px&#8221; height_tablet=&#8221;&#8221; height_phone=&#8221;659px&#8221; height_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;40px||5px||false|false&#8221; top_divider_color=&#8221;#d6d6d6&#8243; bottom_divider_color=&#8221;#e09900&#8243;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.6.0&#8243; width=&#8221;90%&#8221; max_width=&#8221;1160px&#8221; min_height=&#8221;114px&#8221; custom_padding=&#8221;15px||0px||false|false&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.4.5&#8243; custom_padding=&#8221;4px||||false|false&#8221;][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;50px&#8221; text_line_height=&#8221;1em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;35px&#8221; header_2_font=&#8221;||||||||&#8221; text_orientation=&#8221;center&#8221; min_height=&#8221;28px&#8221; custom_margin=&#8221;||35px|||&#8221;]<\/p>\n<h1 style=\"text-align: left;\">Lead &amp; Pipeline Management<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;23px&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#ffffff&#8221; header_2_font_size=&#8221;22px&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;0px||37px||false|false&#8221; custom_padding=&#8221;||0px|||&#8221;]<\/p>\n<h2 style=\"text-align: left;\">Daylite supports with To-Dos in sales<\/h2>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/iosxpert.biz\/en\/try-our-software\/&#8221; 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_builder_version=&#8221;3.25.4&#8243;][et_pb_video src=&#8221;https:\/\/vimeo.com\/466112247&#8243; thumbnail_overlay_color=&#8221;rgba(0,0,0,0.6)&#8221; _builder_version=&#8221;4.6.5&#8243; custom_margin=&#8221;-15px||||false|false&#8221; custom_margin_tablet=&#8221;7px||||false|false&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;||||false|false&#8221; box_shadow_style=&#8221;preset1&#8243;][\/et_pb_video][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.5.6&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px||3px||false|false&#8221; global_module=&#8221;237192&#8243;][et_pb_row _builder_version=&#8221;4.5.6&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; max_width=&#8221;1160px&#8221; custom_padding=&#8221;3px||3px|||&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.5.6&#8243; _module_preset=&#8221;default&#8221;]<\/p>\n<p>[et_pb_dcsbcm_divi_breadcrumbs_module homebreadcrumbtext=&#8221;Home&#8221; hide_currentbreadcrumb=&#8221;off&#8221; _builder_version=&#8221;4.5.6&#8243; _module_preset=&#8221;default&#8221; body_font_size=&#8221;13px&#8221; body_line_height=&#8221;0em&#8221; custom_padding=&#8221;||||false|false&#8221;][\/et_pb_dcsbcm_divi_breadcrumbs_module]<\/p>\n<p>[\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Features&#8221; _builder_version=&#8221;4.6.0&#8243; custom_padding=&#8221;1px|0px|30px|0px|false|false&#8221;][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.4.5&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;30px||6px|||&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/geld-gruen.png&#8221; alt=&#8221;or.png&#8221; title_text=&#8221;g-gr&#8221; _builder_version=&#8221;4.6.0&#8243; max_width=&#8221;30%&#8221; module_alignment=&#8221;center&#8221;][\/et_pb_image][et_pb_blurb title=&#8221;Opportunities &amp; Offers&#8221; _builder_version=&#8221;4.6.0&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;18px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;25px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;||||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;||25px||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221;]<\/p>\n<p>Create offers and find all relevant information in your sales opportunities.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/rakete-gruen.png&#8221; alt=&#8221;gor.png&#8221; title_text=&#8221;r-gr&#8221; _builder_version=&#8221;4.6.0&#8243; max_width=&#8221;30%&#8221; module_alignment=&#8221;center&#8221;][\/et_pb_image][et_pb_blurb title=&#8221;Follow-ups&#8221; _builder_version=&#8221;4.6.0&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;18px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;25px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;||25px||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221;]<\/p>\n<p>Receive a reminder about the next steps and work with automatic follow-ups during every stage of the sales pipeline.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/ziel-gruen.png&#8221; alt=&#8221;zor.png&#8221; title_text=&#8221;z-gr&#8221; _builder_version=&#8221;4.6.0&#8243; max_width=&#8221;30%&#8221; module_alignment=&#8221;center&#8221;][\/et_pb_image][et_pb_blurb title=&#8221;Contact Tracing&#8221; _builder_version=&#8221;4.6.0&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;18px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;25px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221;]<\/p>\n<p>See at a glance which leads you haven\u2019t had contact with recently.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.4.5&#8243; custom_padding=&#8221;27px||5px||false|false&#8221;][et_pb_row _builder_version=&#8221;4.4.5&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;4px||7px|||&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.5&#8243;][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#777777&#8243; text_line_height=&#8221;1.8em&#8221; link_font=&#8221;||||||||&#8221; ul_font=&#8221;||||||||&#8221; ol_font=&#8221;||||||||&#8221; quote_font=&#8221;||||||||&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;32px&#8221; header_line_height=&#8221;1.4em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;35px&#8221; header_2_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;center&#8221; text_orientation_last_edited=&#8221;off|desktop&#8221;]<\/p>\n<h2 style=\"text-align: center;\">Your helper in the daily sales routine<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.4.5&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;18px||15px|||&#8221; width__hover_enabled=&#8221;on|desktop&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.5&#8243;][et_pb_text _builder_version=&#8221;4.6.5&#8243; text_line_height=&#8221;1.8em&#8221;]<\/p>\n<p>A majority of CRM Systems function as control tools rather than a helping hand. With the large number of contacts and tasks existing in your daily sales routine, it\u2019s important to have access to a quick overview. Even better, if your system thinks and works in tandem with you, then it makes your job significantly easier.<br \/>Daylite is here to support you and all the daily to-dos within the sales process.<br \/>Receive reminders of upcoming appointments and tasks; with the resubmission function, you can feel confident that nothing will slip through the cracks. See at a glance which prospective customers you haven\u2019t been in contact with recently and send e-mails using Daylite\u2019s central templates.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.4.5&#8243; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||10px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;29px||40px||false|&#8221;][et_pb_row _builder_version=&#8221;4.4.5&#8243; background_color=&#8221;rgba(0,0,0,0.05)&#8221; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;||40px|||&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#ef8b23&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.5&#8243;][et_pb_text _builder_version=&#8221;4.4.5&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#777777&#8243; text_line_height=&#8221;1.8em&#8221; link_font=&#8221;||||||||&#8221; ul_font=&#8221;||||||||&#8221; ol_font=&#8221;||||||||&#8221; quote_font=&#8221;||||||||&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;32px&#8221; header_line_height=&#8221;1.4em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;35px&#8221; header_2_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;center&#8221;]<\/p>\n<h2 class=\"margin-bottom\" style=\"text-align: center;\">Most important features<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.6.1&#8243; text_line_height=&#8221;1.8em&#8221; custom_margin=&#8221;||14px||false|false&#8221; custom_padding=&#8221;|20px||20px|false|false&#8221;]<\/p>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Customer history:<\/strong> Access every e-mail, phone call, and appointment between you and your team through the customer history record.<\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Follow-ups:<\/strong> Automatic resubmissions with time-dependent task chains<\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Individual workflows:<\/strong> Individual sales workflows with designated task sets per phase<\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Sales opportunities:<\/strong> Collect and store all information central to a sales transaction<\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Templates:<\/strong> Self-designable offer templates<\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\u00a0<\/div>\n<p class=\"margin-top\"><b>Related topics:<\/b><\/p>\n<ul>\n<li><a href=\"\/en\/daylite-crm-software\/daylite-all-features\/lead-scoring\" target=\"_blank\" rel=\"noopener noreferrer\">Lead Scoring<\/a><\/li>\n<li><a href=\"\/en\/daylite-crm-software\/daylite-all-features\/sales-reporting-boards\" target=\"_blank\" rel=\"noopener noreferrer\">Sales Reporting with Boards<\/a><\/li>\n<li><a href=\"\/en\/daylite-crm-software\/daylite-all-features\/sales-management\" target=\"_blank\" rel=\"noopener noreferrer\">Sales Management<\/a><\/li>\n<\/ul>\n<p class=\"no-top-margin\">\u00a0<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.4.5&#8243; custom_padding=&#8221;40px||4px||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;40px||20px||false|false&#8221; bottom_divider_color=&#8221;#ef8b23&#8243; global_module=&#8221;238602&#8243; saved_tabs=&#8221;all&#8221;][et_pb_row custom_padding_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.4.5&#8243; custom_margin=&#8221;|||||true&#8221; custom_padding=&#8221;0px||25px||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;0px||2px||false|false&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.26.6&#8243;][et_pb_text _builder_version=&#8221;4.5.6&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#777777&#8243; text_line_height=&#8221;1.8em&#8221; link_font=&#8221;||||||||&#8221; ul_font=&#8221;||||||||&#8221; ol_font=&#8221;||||||||&#8221; quote_font=&#8221;||||||||&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;32px&#8221; header_line_height=&#8221;1.4em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;35px&#8221; header_2_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;||15px||false|false&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><span>Experience Daylite+ live!<\/span><\/h2>\n<p style=\"text-align: center;\">Check out our online Webcasts<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/06\/iOSXpert-CRM-Daylite-webcast_plugins.png&#8221; title_text=&#8221;iOSXpert-CRM-Daylite-webcast_plugins&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.6.1&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;100%&#8221; width_last_edited=&#8221;on|phone&#8221; max_width=&#8221;39%&#8221; max_width_tablet=&#8221;&#8221; max_width_phone=&#8221;80%&#8221; max_width_last_edited=&#8221;on|phone&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;||17px|||&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||30px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; module_alignment_tablet=&#8221;&#8221; module_alignment_phone=&#8221;&#8221; module_alignment_last_edited=&#8221;on|desktop&#8221;][\/et_pb_image][et_pb_button button_url=&#8221;https:\/\/iosxpert.biz\/en\/try-our-software\/&#8221; button_text=&#8221;Experience Daylite+ live&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.6.1&#8243; custom_button=&#8221;on&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2da940&#8243; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;5px&#8221; button_icon_color=&#8221;#ffffff&#8221; background_layout=&#8221;dark&#8221; background_layout_tablet=&#8221;dark&#8221; background_layout_last_edited=&#8221;off|desktop&#8221; background_layout__hover_enabled=&#8221;on|desktop&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.4.5&#8243; custom_padding=&#8221;29px||60px|||&#8221;][et_pb_row _builder_version=&#8221;4.4.5&#8243; custom_padding=&#8221;||7px|||&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.5&#8243;][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#777777&#8243; text_line_height=&#8221;1.8em&#8221; link_font=&#8221;||||||||&#8221; ul_font=&#8221;||||||||&#8221; ol_font=&#8221;||||||||&#8221; quote_font=&#8221;||||||||&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;32px&#8221; header_line_height=&#8221;1.4em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;35px&#8221; header_2_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;center&#8221;]<\/p>\n<h2 style=\"text-align: center;\">Learn more<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.4.5&#8243; background_color=&#8221;rgba(224,171,80,0.27)&#8221; width_tablet=&#8221;&#8221; width_phone=&#8221;100%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_margin=&#8221;13px|auto||auto||&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.5&#8243;][et_pb_blurb use_icon=&#8221;on&#8221; font_icon=&#8221;%%107%%&#8221; icon_color=&#8221;#ef8b23&#8243; icon_placement=&#8221;left&#8221; content_max_width=&#8221;390px&#8221; use_icon_font_size=&#8221;on&#8221; icon_font_size=&#8221;32px&#8221; _builder_version=&#8221;4.6.0&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;14px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_text_color=&#8221;#e09900&#8243; body_font_size=&#8221;19px&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;|||50px|false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221;]<\/p>\n<p style=\"text-align: center;\"><a href=\"\/en\/daylite-academy\/#us\" target=\"_blank\" rel=\"noopener noreferrer\">Daylite Academy Courses<\/a><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb use_icon=&#8221;on&#8221; font_icon=&#8221;%%133%%&#8221; icon_color=&#8221;#ef8b23&#8243; icon_placement=&#8221;left&#8221; content_max_width=&#8221;390px&#8221; use_icon_font_size=&#8221;on&#8221; icon_font_size=&#8221;32px&#8221; _builder_version=&#8221;4.6.0&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;14px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_text_color=&#8221;#e09900&#8243; body_font_size=&#8221;19px&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;|||50px|false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221;]<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\" target=\"_blank\" rel=\"noopener noreferrer\">HelpCenter Articles<\/a><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.26.6&#8243; custom_padding=&#8221;22px||22px||true|&#8221; global_module=&#8221;238786&#8243; saved_tabs=&#8221;all&#8221;][et_pb_row _builder_version=&#8221;4.4.5&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; width_tablet=&#8221;&#8221; width_phone=&#8221;100%&#8221; width_last_edited=&#8221;on|phone&#8221; max_width_tablet=&#8221;&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px||0px|||&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.6.1&#8243; _module_preset=&#8221;default&#8221; link_text_color=&#8221;#2bb963&#8243; custom_margin=&#8221;||-20px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221;]<\/p>\n<p style=\"text-align: center;\">This function belongs to the section: <span style=\"color: #ff6600;\"><a style=\"color: #2bb963;\" href=\"\/en\/daylite-crm-software\/daylite-all-features\/#us\">Close More Deals<\/a><\/span>.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#777777&#8243; text_line_height=&#8221;1.8em&#8221; link_font=&#8221;||||||||&#8221; ul_font=&#8221;||||||||&#8221; ol_font=&#8221;||||||||&#8221; quote_font=&#8221;||||||||&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;32px&#8221; header_line_height=&#8221;1.4em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;35px&#8221; header_2_line_height=&#8221;1.3em&#8221; width_tablet=&#8221;&#8221; width_phone=&#8221;100%&#8221; width_last_edited=&#8221;on|phone&#8221; module_alignment=&#8221;center&#8221; width__hover_enabled=&#8221;on|desktop&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><span>Blog Entries\u00a0<span style=\"color: #2bb963;\">| Close More Deals<\/span><\/span><\/h2>\n<p>[\/et_pb_text][et_pb_blog fullwidth=&#8221;off&#8221; posts_number=&#8221;3&#8243; include_categories=&#8221;433&#8243; excerpt_length=&#8221;150&#8243; show_more=&#8221;on&#8221; show_author=&#8221;off&#8221; show_date=&#8221;off&#8221; show_categories=&#8221;off&#8221; module_class=&#8221;et_blog_grid_equal_height&#8221; _builder_version=&#8221;4.6.1&#8243; header_font=&#8221;|600|||||||&#8221; width=&#8221;100%&#8221; custom_padding=&#8221;||1px|||&#8221; animation_style=&#8221;fade&#8221; animation_duration=&#8221;500ms&#8221; header_font_tablet=&#8221;&#8221; header_font_phone=&#8221;&#8221; header_font_last_edited=&#8221;on|phone&#8221; header_font_size_tablet=&#8221;&#8221; header_font_size_phone=&#8221;20px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221; custom_css_title=&#8221;min-height:50px;&#8221; custom_css_read_more=&#8221;margin-top: 25px;||display: block;&#8221; border_radii=&#8221;on|9px|9px|9px|9px&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;10px&#8221;][\/et_pb_blog][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Lead &amp; Pipeline ManagementDaylite supports with To-Dos in salesExclusively for Mac, iPhone &amp; iPadLead &amp; Pipeline ManagementDaylite supports with To-Dos in salesExclusively for Mac, iPhone &amp; iPadCreate offers and find all relevant information in your sales opportunities.Receive a reminder about the next steps and work with automatic follow-ups during every stage of the sales pipeline.See [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":243327,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"dipi_cpt_category":[],"class_list":["post-244364","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Your individual sales workflow in Daylite<\/title>\n<meta name=\"description\" content=\"Create your own reusable checklists and follow-ups and share your sales process with your team. 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