Opportunity Fields and Options
A field-by-field guide to every option on a Daylite Opportunity — Name and Details, Categories, Keywords and Type, Roles, Owner, dates, tasks, Pipelines, and Activity Sets.
An Opportunity needs only a Name to save. Everything else on the record is what turns that Name into something your team can find, assign, and move forward. You do not have to use every field — fill in what is useful now and add more as the deal develops. This guide walks through each field, grouped by the job it does.
Key facts:
Only the Name is required. Every other field is optional.
Categories and Keywords classify the Opportunity so you can filter it and build Smart Lists; the Type describes what kind of business it is.
Roles define what each linked Person or Company means to the deal, while the Owner is the user responsible for it.
Assigning a Pipeline puts the Opportunity on the Opportunities Board and lets you drive it through your sales Stages.
Value, Estimates, and Probability are covered in their own articles — see Estimates and Value.
Describe the Opportunity
Start with the two fields that say what the Opportunity is.
Name — a short, recognizable description of the Opportunity, such as "Acme Corp — website redesign." This is the only required field.
Details — any relevant context about the deal: how the lead came in, what the client needs, or notes from your first conversation.
Make It Findable
Classification is what lets you sort and filter your Opportunities, and it is what Smart Lists are built on. Fill these in and you can pull up any slice of your Pipeline on demand.
Category — a top-level classification. An Opportunity can have only one, so it answers "what kind of sale is this?" Choose one from the Category pop-up menu. You might categorize:
By product or service — Personal Coaching, Group Training, Speaking Event
By lead temperature — Hot, Warm, Cold
By lead source — Facebook, Email Marketing, Trade Show
Keywords — flexible tags, and an Opportunity can have as many as you need. Click the + button next to Keywords and type the keyword. You might tag:
By client type — VIP, Repeat Customer, Referral
By buying preference — Additional Photographer, 2-Week Coaching Session
By campaign — 10% Off Referral, Retargeting Ads
Opportunity Type — a classification of the sale itself, such as New Business, Renewal, or Upsell. Unlike a Category, which describes the topic, the Type describes what kind of business the Opportunity represents. Choose one from the Type dropdown.
For more on creating and managing Categories and Keywords, see Categories and Keywords. To manage the Type list, see Opportunity Types, States, and State Reasons.
See Who's Involved
Linking people gives the Opportunity its context and tells your team who does what.
Linked People and Companies — click Add Person or Add Company, then assign a Role to each one. A Role describes what that contact means to the deal — for example Decision Maker, Advocate, Gate Keeper, or Client. This is different from a Title, which is what the person does at their company.
Owner — the user responsible for the Opportunity. New Opportunities are owned by you, but the Owner can be reassigned to another team member at any time. You can filter the Opportunities Board by Owner to see just one salesperson's deals.
Delegate — hands the Opportunity to another team member. They receive a notification, and the Project appears in their My Opportunities view.
Set It Up to Move
This is where you turn a static record into a deal that moves forward on a timeline so you can track and close more deals.
Start Date — when the Opportunity begins. It is recorded when you create the Opportunity and can be edited.
Forecasted Close Date — the date you expect the deal to reach a successful outcome, such as when a client is expected to agree to terms or a purchase order is issued. Update it at any time as the deal moves through your Pipeline. Comparing the Forecasted Close Date with the actual End Date over time shows how accurately your team estimates timelines.
Tasks — add the next steps the deal needs. Create tasks directly on the Opportunity so they stay linked to it and show up in the Owner's Worklist. You can also add tasks in bulk by applying an Activity Set or when you advance the Opportunity to a new Stage on the Board.
Pipeline — assigning a Pipeline puts the Opportunity on the Opportunities Board and lets you drive it through your sales Stages. The Opportunity record shows its Pipeline and current Stage; the day-to-day work of moving it happens on the Board. For how Pipelines are built and used, see Pipelines.
Activity Sets — an Activity Set applies a saved bundle of tasks and appointments to the Opportunity all at once, so a repeatable process runs the same way every time and no step gets missed. Apply one from the Opportunity, then let the linked tasks carry the deal forward. For how Activity Sets are built and applied, see Activity Sets.
Frequently Asked Questions
What is the difference between an Opportunity Type and a Category in Daylite?
A Type describes what the Opportunity is — for example New Business or Repeat Business. A Category describes the topic — for example Web Design or Consulting. An Opportunity can have both.
How many Categories and Keywords can an Opportunity have in Daylite?
An Opportunity can have only one Category but as many Keywords as you need. Use the Category for the single top-level classification and Keywords for everything else you want to filter on.
What is the difference between a Role and the Owner on an Opportunity in Daylite?
A Role describes what a linked Person or Company means to the deal, such as Decision Maker or Client. The Owner is the Daylite user responsible for the Opportunity. Roles are about your contacts; the Owner is about your team.
Do I need to assign a Pipeline to an Opportunity in Daylite?
Only if you want it on the Opportunities Board. An Opportunity without a Pipeline still exists and is searchable, but it will not appear on the Board until a Pipeline is assigned.
Last updated
Was this helpful?