Track Your Work

So far you've been working with individual contacts, tasks, emails, and appointments. Now it's time to see how Daylite helps you manage bigger things — deals you're trying to close and projects you're delivering.

Track Deals with Opportunities

An Opportunity is anything you're trying to win — a proposal, a lead, a potential sale. Creating one gives you a single place to track everything related to that deal.

1. Click Opportunities in the sidebar.

2. Click + New Opportunity.

3. Give it a name — like "Website redesign for Acme Co."

4. Link it to a Contact (the person or company the deal is with).

5. Choose a Pipeline — this defines the stages the deal will move through (e.g., Lead → Proposal → Negotiation → Won).

6. Click Save.

Manage Delivery with Projects

A Project is work you've committed to — something that has tasks, people, and a timeline. Where an Opportunity tracks "are we going to win this?", a Project tracks "how do we get this done?"

1. Click Projects in the sidebar.

2. Click + New Project.

3. Name it, link it to the relevant Contact or Company, and choose a Pipeline.

4. Click Save.

See Your Pipeline on the Board

This is where it gets visual. Click Opportunities Board or Projects Board in the sidebar. You'll see a kanban-style view with your Pipeline stages as columns. Each Opportunity or Project appears as a card that you can drag from one stage to the next as work progresses.

The Board gives you an instant picture of where everything stands — which deals are stuck, which projects are moving, and what needs attention.

How It All Connects

Because you linked a Contact to your Opportunity, any emails, tasks, or appointments you link to that Contact (or to the Opportunity directly) will show up in the Activity view. The full history of a deal or project builds itself as you work.

Learn more: Opportunities | Projects Board — deeper guides on pipelines, stages, and boards.