Daylite Help
  • Home
  • Help Center
  • Release Notes
  • Overview
    • Introduction
    • Recording your Lead Sources
  • Segmenting Your Contacts
    • Segmenting by Type of Lead
    • Segmenting by Priority
    • Segmenting by Roles and Titles
    • Segmenting by Categories
  • Maintaining Relationships
    • Mail Merge
    • Direct Email Marketing Campaigns
  • Opportunities
    • What is an Opportunity?
    • Naming your Opportunities
    • Roles and Relationships
    • Value
    • Probability
    • Forecast Close Date
    • Opportunity Types
    • States
    • Opportunity State Reasons
    • Start Date and End Date
  • Pipelines and Boards
    • Pipelines
    • Using the Opportunities Board
    • Opportunities vs Projects
  • Forecasting Your Sales
    • What is Sales Forecasting?
    • The Sales Funnel
Powered by GitBook
On this page
Export as PDF
  1. Overview

Introduction

Connections are at the very root of sales, and we are making them every day.

Think about it. How many people have you met today?

At the diner for breakfast, in the elevator up to the office, or at the grocery store check out line. Now envison each one of those people as a prospect, or a client. How do you manage that many leads?

The answer, of course, is Daylite.

Managing those leads, as with many parts of the Sales Process, starts and ends with the connections you make. You work hard to develop solid business relationships with People and Companies, and as you encounter each new Contact, you add them to Daylite in the hopes they may become a Prospect, and eventually a client.

With this in mind, we present the definitive guide to sales management.

NextRecording your Lead Sources

Last updated 1 year ago