Daylite Help
  • Home
  • 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
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