How to Create an Opportunity
How to create an Opportunity in Daylite on Mac, iPhone, and iPad — where to start one, which fields matter, and how to assign a Pipeline.
Creating the Opportunity early — even before all details are finalized — ensures you can track, prioritize, and follow up on the potential sale from the start. Daylite provides many Opportunity fields to fill out, but you do not have to use them all. Gather the information you need now and fill in additional fields as you learn more.
Key facts:
You can create an Opportunity from the New Object menu, the Opportunities Board, from Mail in Daylite, or from Daylite on iPhone and iPad.
Every Opportunity should have at least a Name, Start Date, and Details filled in.
Assigning a Pipeline ensures the Opportunity appears on the Opportunities Board.\
You can further classify Opportunities using Categories, Keywords, Opportunity Types, and Roles.
Where to Create an Opportunity
From the Mac Sidebar
Click All Opportunities or My Opportunities in the Sidebar. Select + New Opportunity.
Alternatively, if you are viewing a different section (such as People or Companies), click the downward-facing arrow next to the New Item button and choose New Opportunity without leaving your current view.
From the Opportunities Board
Navigate to the Opportunities Board in the Sidebar.
Click New Opportunity at the top of the Board.
Select which Pipeline to assign the new Opportunity to.
The Opportunity appears in the Not Started column until you move it to a Stage. Each Stage represents a milestone in the sales process, such as Inquiry, Proposal, or Negotiation.
From Mail in Daylite
Mail in Daylite includes a New Opportunity button in the Action bar, which allows you to create a new Opportunity directly from an email. The Opportunity is automatically linked to the email.
On the iPhone or iPad
Tap the Opportunities tab.
Tap the + button.
Select New Opportunity.
Fill in the information you have for the Opportunity, then tap Save.
Frequently Asked Questions
Do I have to fill in every field to create an Opportunity in Daylite?
No. An Opportunity needs only a Name to save. Add a Start Date, Details, and a Pipeline to get the most out of it, and fill in the rest as the deal develops.
Why doesn't my new Opportunity appear on the Opportunities Board in Daylite?
The Opportunities Board only shows Opportunities that have a Pipeline assigned. If a new Opportunity has no Pipeline, assign one — or set a default Pipeline in Settings > Pipeline so every new Opportunity is added to the Board automatically.
Can I create an Opportunity directly from a contact in Daylite?
Yes. While viewing a Person or Company, use the New Linked Object button at the top-right of the Detail pane and choose New Opportunity. The Opportunity is created already linked to that contact.
Can I create an Opportunity on my iPhone or iPad?
Yes. Tap the Opportunities tab, tap +, and choose New Opportunity. You can enter details and set a Pipeline on your device, but the Opportunity's Value must be added from Daylite for Mac.
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