{"id":244419,"date":"2020-09-29T17:29:58","date_gmt":"2020-09-29T15:29:58","guid":{"rendered":"https:\/\/daylitepro.com\/daylite-crm-software\/daylite-all-features\/sales-management\/"},"modified":"2022-06-15T12:59:49","modified_gmt":"2022-06-15T10:59:49","slug":"sales-management","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/sales-management\/","title":{"rendered":"Sales Management"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;off|on|on&#8221; module_class=&#8221;purple rays&#8221; _builder_version=&#8221;4.16&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;#00b7e3 0%|#008be2 100%&#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; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.16&#8243; max_width=&#8221;1030px&#8221; min_height=&#8221;114px&#8221; custom_padding=&#8221;20px||0px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;4px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1 style=\"text-align: left;\">Sales Management<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: left;\">Keep an eye on the profitability of your sales force<\/h2>\n<p>[\/et_pb_text][et_pb_video src=&#8221;https:\/\/vimeo.com\/466099869&#8243; thumbnail_overlay_color=&#8221;rgba(0,0,0,0.6)&#8221; _builder_version=&#8221;4.16&#8243; custom_margin=&#8221;7px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||50px||false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;||||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; box_shadow_style=&#8221;preset1&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_video][et_pb_button button_url=&#8221;https:\/\/iosxpert.biz\/en\/try-our-software\/&#8221; button_text=&#8221;Experience Daylite live&#8221; button_alignment=&#8221;left&#8221; _builder_version=&#8221;4.16&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;22px&#8221; button_text_color=&#8221;#6D47E3&#8243; button_bg_color=&#8221;#ffffff&#8221; button_border_width=&#8221;2px&#8221; button_border_color=&#8221;#ffffff&#8221; button_border_radius=&#8221;5px&#8221; button_font=&#8221;||||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||34px|||&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_2_font_size=&#8221;8px&#8221; header_3_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;3px|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: left;\">Exclusively for Mac, iPhone &amp; iPad<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][\/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;purple rays&#8221; _builder_version=&#8221;4.16&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;#00b7e3 0%|#008be2 100%&#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; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;90%&#8221; max_width=&#8221;1160px&#8221; min_height=&#8221;114px&#8221; custom_padding=&#8221;20px||0px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;4px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#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;50px&#8221; header_2_font=&#8221;||||||||&#8221; text_orientation=&#8221;center&#8221; min_height=&#8221;28px&#8221; custom_margin=&#8221;||35px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1 style=\"text-align: left;\">Sales Management<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: left;\">Keep an eye on the profitability of your sales force<\/h2>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/iosxpert.biz\/en\/try-our-software\/&#8221; button_text=&#8221;Experience Daylite live&#8221; button_alignment=&#8221;left&#8221; _builder_version=&#8221;4.16&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;22px&#8221; button_text_color=&#8221;#6D47E3&#8243; button_bg_color=&#8221;#ffffff&#8221; button_border_width=&#8221;2px&#8221; button_border_color=&#8221;#ffffff&#8221; button_border_radius=&#8221;5px&#8221; button_font=&#8221;||||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||34px|||&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_2_font_size=&#8221;8px&#8221; header_3_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;3px|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: left;\">Exclusively for Mac, iPhone &amp; iPad<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_video src=&#8221;https:\/\/vimeo.com\/466099869&#8243; thumbnail_overlay_color=&#8221;rgba(0,0,0,0.6)&#8221; _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#8221;][\/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; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; max_width=&#8221;1160px&#8221; custom_padding=&#8221;3px||3px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_dcsbcm_divi_breadcrumbs_module homebreadcrumbtext=&#8221;Home&#8221; hide_currentbreadcrumb=&#8221;off&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; body_font_size=&#8221;13px&#8221; body_line_height=&#8221;0em&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_dcsbcm_divi_breadcrumbs_module][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;4px||13px|||&#8221; global_module=&#8221;242521&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;-7px|auto||auto||&#8221; custom_padding=&#8221;4px||4px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/Badge_Daylite_Plus-1.png&#8221; title_text=&#8221;Badge_Daylite_Plus&#8221; url=&#8221;https:\/\/iosxpert.biz\/en\/dayliteplus-crm-mac\/&#8221; url_new_window=&#8221;on&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;20%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/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;4.16&#8243; custom_padding=&#8221;25px|0px|30px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.16&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;3px||6px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/steigung-lila.png&#8221; alt=&#8221;or.png&#8221; title_text=&#8221;s-lil&#8221; _builder_version=&#8221;4.16&#8243; max_width=&#8221;30%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_blurb title=&#8221;Pipeline &#038; Forecast Management&#8221; _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Meaningful reports and boards help you successfully move through the sales funnel while keeping vigilant of which sales phase requires extra attention.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/ziel-lila.png&#8221; alt=&#8221;gor.png&#8221; title_text=&#8221;z-lil&#8221; _builder_version=&#8221;4.16&#8243; max_width=&#8221;30%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_blurb title=&#8221;Cost per opportunity&#8221; _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>See at a glance which travel and personnel expenses have been included within your sales processes.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/geld-lila.png&#8221; alt=&#8221;zor.png&#8221; title_text=&#8221;g-lil&#8221; _builder_version=&#8221;4.16&#8243; max_width=&#8221;30%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_blurb title=&#8221;Product-specific evaluations&#8221; _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Recognize which products are most successful and understand why you\u2019re winning or losing sales opportunities.<\/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;4.16&#8243; custom_padding=&#8221;27px||5px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;4px||7px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: center;\">Keep an eye on your sales growth and profitability<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;18px||15px|||&#8221; global_colors_info=&#8221;{}&#8221; width__hover_enabled=&#8221;on|desktop&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.4&#8243; text_line_height=&#8221;1.8em&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>Products or services that need additional explanation require qualified, and therefore expensive, personnel. With this in mind, it\u2019s important to distribute your time sensibly and concentrate on prospective customers that are genuinely interested.<br \/>The integrated cost control feature is always running in <a href=\"\/en\/dayliteplus-crm-mac\/\" target=\"_blank\" rel=\"noopener noreferrer\">Plus Package for Daylite<\/a>. Are you making a telephone call or have an on-site appointment booked with a colleague? With Daylite, your phone logs and calendar entries are automatically transmitted into Plus Package for Daylite, allowing you to determine the cost of a sales project in real-time.<\/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;4.16&#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; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#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;4.16&#8243; text_line_height=&#8221;1.8em&#8221; custom_margin=&#8221;||14px||false|false&#8221; custom_padding=&#8221;|20px||20px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Sales Opportunities:<\/strong> Access a meaningful depiction of your Sales Funnel and all your sales opportunities<\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Reports:<\/strong> Analytical reports at the product and service level<\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Cost Tracking:<\/strong> Track costs for all sales activities running in the background<\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Analyses:<\/strong> Optional pivot evaluation with self-defined values<\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\u00a0<\/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\/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\/budget-and-project-management\" target=\"_blank\" rel=\"noopener noreferrer\">Budget &amp; Project management<\/a><\/li>\n<li><a href=\"\/en\/daylite-crm-software\/daylite-all-features\/invoicing\" target=\"_blank\" rel=\"noopener noreferrer\">Invoicing<\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/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;4.16&#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; global_colors_info=&#8221;{}&#8221;][et_pb_row custom_padding_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.4&#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; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: center;\">Experience Daylite and the Plugins live<\/h2>\n<p style=\"text-align: center;\">Book 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;4.17.4&#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; global_colors_info=&#8221;{}&#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;4.17.4&#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; global_colors_info=&#8221;{}&#8221; background_layout__hover_enabled=&#8221;on|desktop&#8221; background_layout__hover=&#8221;dark&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;29px||60px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;||7px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#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;4.16&#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; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb use_icon=&#8221;on&#8221; font_icon=&#8221;&#xe00e;||divi||400&#8243; icon_color=&#8221;#ef8b23&#8243; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;32px&#8221; content_max_width=&#8221;390px&#8221; _builder_version=&#8221;4.16&#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; icon_font_size=&#8221;32px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\"><a href=\"\/en\/daylite-academy\/#usk\" 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;&#xe028;||divi||400&#8243; icon_color=&#8221;#ef8b23&#8243; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;32px&#8221; content_max_width=&#8221;390px&#8221; _builder_version=&#8221;4.16&#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; icon_font_size=&#8221;32px&#8221; global_colors_info=&#8221;{}&#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;238822&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; link_text_color=&#8221;#7A48ED&#8221; custom_margin=&#8221;||-20px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\" data-mce-style=\"text-align: center;\">This function belongs to the section: <span style=\"color: #ff6600;\" data-mce-style=\"color: #ff6600;\"><a style=\"color: #7a48ed;\" href=\"\/en\/daylite-crm-software\/daylite-all-features\/#usk\" data-mce-href=\"\/en\/daylite-crm-software\/daylite-all-features\/#usk\" data-mce-style=\"color: #7a48ed;\">Scale Your Business<\/a><\/span>.<\/p>\n<\/p>\n<p>[\/et_pb_text][et_pb_text content_tablet=&#8221;&#8221; content_phone=&#8221;<\/p>\n<h2 style=%22text-align: center;%22><span>Blog Entries<br \/><span style=%22color: #7a48ed;%22>Scale Your Business<\/span><\/span><\/h2>\n<p>&#8221; content_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.16&#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; global_colors_info=&#8221;{}&#8221; width__hover_enabled=&#8221;on|desktop&#8221;]<\/p>\n<h2 style=\"text-align: center;\" data-mce-style=\"text-align: center;\">Blog Entries&nbsp;<span style=\"color: #7a48ed;\" data-mce-style=\"color: #7a48ed;\">| Scale Your Business<\/span><\/h2>\n<p>[\/et_pb_text][et_pb_blog fullwidth=&#8221;off&#8221; posts_number=&#8221;3&#8243; include_categories=&#8221;436&#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;4.16&#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; global_colors_info=&#8221;{}&#8221;][\/et_pb_blog][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sales ManagementKeep an eye on the profitability of your sales forceExclusively for Mac, iPhone &amp; iPadSales ManagementKeep an eye on the profitability of your sales forceExclusively for Mac, iPhone &amp; iPadMeaningful reports and boards help you successfully move through the sales funnel while keeping vigilant of which sales phase requires extra attention.See at a glance [&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-244419","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>Sales Management - iOSXpert<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/sales-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales Management\" \/>\n<meta property=\"og:description\" content=\"Sales ManagementKeep an eye on the profitability of your sales forceExclusively for Mac, iPhone &amp; 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