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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.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ make_equal=”on” specialty=”on” background_color_2=”rgba(214,214,214,0.3)” padding_2_tablet=”” padding_2_phone=”20px||20px||false|false” padding_2_last_edited=”on|phone” custom_css_main_2=”border-radius: 10px;” _builder_version=”4.20.0″ _module_preset=”default” custom_padding=”20px|||||” global_colors_info=”{}”][et_pb_column type=”1_2″ specialty_columns=”2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”1_2″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/iosxpert.biz\/wp-content\/uploads\/2023\/05\/AcademyLogo_gross.png” alt=”AcademyLogo gross.png” title_text=”AcademyLogo_gross” url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIzNzY5NiJ9fQ==@” _builder_version=”4.20.0″ _dynamic_attributes=”url” _module_preset=”default” max_width=”55%” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_2,1_2″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.23.4″ _module_preset=”default” custom_padding_tablet=”” custom_padding_phone=”||||false|false” custom_padding_last_edited=”on|phone” link_option_url_new_window=”on” global_colors_info=”{}”][et_pb_image src=”https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/10\/Sales_and_Distribution_with_Daylite.png” title_text=”Sales-and-Distribution-with-Daylite” url=”\/en\/daylite-academy\/sales-and-distribution-with-daylite\/” url_new_window=”on” _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_button button_url=”\/en\/daylite-academy\/sales-and-distribution-with-daylite\/” url_new_window=”on” button_text=”More” button_alignment=”center” _builder_version=”4.23.4″ custom_button=”on” button_text_size=”20px” button_text_color=”#ffffff” button_bg_color=”#2da940″ button_border_width=”0px” button_border_radius=”5px” button_icon_color=”#ffffff” background_layout=”dark” background_layout_tablet=”dark” background_layout_last_edited=”off|desktop” custom_css_main_element=”display: block !important;\t” global_colors_info=”{}” background_layout__hover_enabled=”on|desktop” background_layout__hover=”dark”][\/et_pb_button][\/et_pb_column_inner][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.20.0″ _module_preset=”default” custom_padding_tablet=”” custom_padding_phone=”||||false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_image src=”https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/11\/Signing-Estimates-Digitally-1.png” title_text=”Signing-estimates-digitally” url=”\/en\/daylite-academy\/signing-estimates-digitally\/” url_new_window=”on” _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_button button_url=”\/en\/daylite-academy\/signing-estimates-digitally\/” url_new_window=”on” button_text=”More” button_alignment=”center” _builder_version=”4.23.4″ custom_button=”on” button_text_size=”20px” button_text_color=”#ffffff” button_bg_color=”#2da940″ button_border_width=”0px” button_border_radius=”5px” button_icon_color=”#ffffff” background_layout=”dark” background_layout_tablet=”dark” background_layout_last_edited=”off|desktop” custom_css_main_element=”display: block !important;\t” global_colors_info=”{}” background_layout__hover_enabled=”on|desktop” background_layout__hover=”dark”][\/et_pb_button][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/technischer-support-1.png” title_text=”technical-support” _builder_version=”4.20.0″ _module_preset=”default” max_width=”15%” module_alignment=”center” custom_margin=”||8px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_search placeholder=”Browse the HelpCenter” placeholder_color=”#B3B3B3″ disabled_on=”on|on|off” module_id=”helpcenter_search” _builder_version=”4.23.4″ _module_preset=”default” form_field_background_color=”#FFFFFF” max_width=”80%” module_alignment=”center” custom_margin=”20px||||false|false” border_color_all=”#D6D6D6″ locked=”off” global_colors_info=”{}”][\/et_pb_search][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_orientation=”center” custom_padding=”|50px||50px|false|false” global_colors_info=”{}”]<\/p>\n
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[\/et_pb_text][et_pb_button button_url=”https:\/\/support.iosxpert.biz\/hc\/en-us” url_new_window=”on” button_text=”More articles” button_alignment=”center” _builder_version=”4.23.4″ custom_button=”on” button_text_size=”20px” button_text_color=”#ffffff” button_bg_color=”#B3B3B3″ button_border_width=”0px” button_border_radius=”5px” button_icon_color=”#ffffff” background_layout=”dark” custom_padding=”||||false|false” background_layout_tablet=”dark” background_layout_last_edited=”off|desktop” global_colors_info=”{}” background_layout__hover_enabled=”on|desktop” background_layout__hover=”dark”][\/et_pb_button][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.20.0″ _module_preset=”default” custom_padding=”15px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” header_text_color=”#fc8a00″ global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ width=”90%” max_width=”1160px” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”Daylite basic functionality” url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIzNzY1NSJ9fQ==@” use_icon=”on” font_icon=”=||divi||400″ icon_color=”#b7b8b8″ icon_placement=”left” image_icon_width=”25px” _builder_version=”4.20.0″ _dynamic_attributes=”url” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#777777″ header_font_size=”16px” header_line_height=”1.4em” body_font=”||||||||” body_text_align=”right” body_line_height=”1.3em” custom_margin=”|0px||50%|false|false” custom_margin_tablet=”|||0%|false|false” custom_margin_phone=”|0px||0px|false|false” custom_margin_last_edited=”on|tablet” custom_padding=”|0px||0px|false|false” animation=”off” header_text_align_tablet=”left” header_text_align_phone=”” header_text_align_last_edited=”on|tablet” text_orientation_tablet=”left” text_orientation_phone=”” text_orientation_last_edited=”on|tablet” border_color_all_image=”rgba(0,0,0,0.1)” icon_font_size=”25px” global_colors_info=”{}”][\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”Exclusive Plus Package Features” url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIzODAwOSJ9fQ==@” use_icon=”on” font_icon=”P||divi||400″ icon_color=”#ef8b23″ icon_placement=”left” image_icon_width=”25px” _builder_version=”4.20.0″ _dynamic_attributes=”url” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#777777″ header_font_size=”16px” header_line_height=”1.4em” body_font=”||||||||” body_text_align=”right” body_line_height=”1.3em” text_orientation=”right” custom_margin=”||||false|false” custom_margin_tablet=”|||0px|false|false” custom_margin_phone=”|0px||2px|false|false” custom_margin_last_edited=”on|phone” custom_padding=”||||false|false” animation=”off” header_text_align_tablet=”” header_text_align_phone=”” header_text_align_last_edited=”on|desktop” border_color_all=”rgba(0,0,0,0)” border_style_all=”ridge” border_color_all_image=”rgba(0,0,0,0.1)” icon_font_size=”25px” global_colors_info=”{}” border_color_all__hover=”#ef8b23″ border_color_all__hover_enabled=”on|desktop” background_enable_color__hover=”on” background_enable_image__hover=”off” parallax__hover=”on” background_size__hover=”contain”][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Opportunities & Offers” use_icon=”on” font_icon=”=||divi||400″ icon_color=”#b7b8b8″ icon_placement=”left” image_icon_width=”20px” content_max_width=”932px” _builder_version=”4.16″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#777777″ header_font_size=”16px” header_line_height=”1.4em” body_font=”||||||||” body_font_size=”16px” body_line_height=”1.3em” text_orientation=”center” width=”90%” custom_margin=”|0px||0px|false|false” custom_padding=”|0px||0px|false|false” animation=”off” link_option_url=”https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/opportunities-and-offers\/” link_option_url_new_window=”on” border_color_all_image=”rgba(0,0,0,0.1)” icon_font_size=”20px” locked=”off” global_colors_info=”{}”]<\/p>\n
Use sales opportunities to measure your success and keep an eye on sales. Create and send quotes directly from Daylite.<\/p>\n
more >><\/a><\/p>\n [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Referral Management” use_icon=”on” font_icon=”=||divi||400″ icon_color=”#b7b8b8″ icon_placement=”left” image_icon_width=”20px” content_max_width=”932px” _builder_version=”4.16″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#777777″ header_font_size=”16px” header_line_height=”1.4em” body_font=”||||||||” body_font_size=”16px” body_line_height=”1.3em” text_orientation=”center” width=”90%” custom_margin=”|0px||0px|false|false” custom_padding=”|0px||0px|false|false” animation=”off” link_option_url=”https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/referral-management\/” link_option_url_new_window=”on” border_color_all_image=”rgba(0,0,0,0.1)” icon_font_size=”20px” locked=”off” global_colors_info=”{}”]<\/p>\n Visualize who recommended you to whom and what the relationships between your contacts are like.<\/p>\n more >><\/a><\/p>\n [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Lead & Pipeline Management” url_new_window=”on” use_icon=”on” font_icon=”=||divi||400″ icon_color=”#b7b8b8″ icon_placement=”left” image_icon_width=”20px” content_max_width=”932px” _builder_version=”4.18.0″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#777777″ header_font_size=”16px” header_line_height=”1.4em” body_font=”||||||||” body_font_size=”16px” body_line_height=”1.3em” text_orientation=”center” width=”90%” custom_margin=”|0px||0px|false|false” custom_padding=”|0px||0px|false|false” animation=”off” link_option_url=”https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/lead-and-pipeline-management\/” link_option_url_new_window=”on” border_color_all_image=”rgba(0,0,0,0.1)” icon_font_size=”20px” locked=”off” global_colors_info=”{}”]<\/p>\n Manage your sales – from the sales opportunity to the offer to the won deal.<\/p>\n more >><\/a><\/p>\n [\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Invoicing” use_icon=”on” font_icon=”P||divi||400″ icon_color=”#ff8d4b” icon_placement=”left” image_icon_width=”20px” content_max_width=”932px” _builder_version=”4.16″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#ff8d4b” header_font_size=”16px” header_line_height=”1.4em” body_font=”||||||||” body_font_size=”16px” body_line_height=”1.3em” width=”90%” custom_margin=”|0px||0px|false|false” custom_padding=”|0px||0px|false|false” animation=”off” link_option_url=”https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/invoicing\/” link_option_url_new_window=”on” border_color_all=”rgba(0,0,0,0)” border_style_all=”ridge” border_color_all_image=”rgba(0,0,0,0.1)” icon_font_size=”20px” locked=”off” global_colors_info=”{}” border_color_all__hover=”#ef8b23″ border_color_all__hover_enabled=”on|desktop” background_enable_color__hover=”on” background_enable_image__hover=”off” parallax__hover=”on” background_size__hover=”contain” background__hover_enabled=”on|hover”]<\/p>\n Connect professional ERP or invoicing programs to Daylite. Access invoice data within Daylite.<\/p>\n more >><\/a><\/p>\n [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Sales Reporting with Boards” use_icon=”on” font_icon=”P||divi||400″ icon_color=”#ff8d4b” icon_placement=”left” image_icon_width=”20px” content_max_width=”932px” _builder_version=”4.18.0″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#ff8d4b” header_font_size=”16px” header_line_height=”1.4em” body_font=”||||||||” body_font_size=”16px” body_line_height=”1.3em” width=”90%” custom_margin=”|0px||0px|false|false” custom_padding=”|0px||0px|false|false” animation=”off” link_option_url=”https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/sales-reporting-boards\/” link_option_url_new_window=”on” border_color_all=”rgba(0,0,0,0)” border_style_all=”ridge” border_color_all_image=”rgba(0,0,0,0.1)” icon_font_size=”20px” locked=”off” global_colors_info=”{}” border_color_all__hover=”#ef8b23″ border_color_all__hover_enabled=”on|desktop” background_enable_color__hover=”on” background_enable_image__hover=”off” parallax__hover=”on” background_size__hover=”contain” background__hover_enabled=”on|hover”]<\/p>\n 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.<\/p>\n more >><\/a><\/p>\n [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Track and sign offers” use_icon=”on” font_icon=”P||divi||400″ icon_color=”#ff8d4b” icon_placement=”left” image_icon_width=”20px” content_max_width=”932px” _builder_version=”4.18.0″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#ff8d4b” header_font_size=”16px” header_line_height=”1.4em” body_font=”||||||||” body_font_size=”16px” body_line_height=”1.3em” width=”90%” custom_margin=”|0px||0px|false|false” custom_padding=”|0px||0px|false|false” animation=”off” link_option_url=”https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/simplesign\/” link_option_url_new_window=”on” border_color_all=”rgba(0,0,0,0)” border_style_all=”ridge” border_color_all_image=”rgba(0,0,0,0.1)” icon_font_size=”20px” locked=”off” global_colors_info=”{}” border_color_all__hover=”#ef8b23″ border_color_all__hover_enabled=”on|desktop” background_enable_color__hover=”on” background_enable_image__hover=”off” parallax__hover=”on” background_size__hover=”contain” background__hover_enabled=”on|hover”]<\/p>\n 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.<\/p>\n