A Different Perspective
Estimated Time to Complete: 3 minutes
Last updated
Was this helpful?
Estimated Time to Complete: 3 minutes
Last updated
Was this helpful?
Daylite's live and customizable multi-view options are a game-changer, giving you multiple perspectives on the information you need instantly!
With Multi-Column List View, quickly scan and sort large amounts of information, similar to a spreadsheet, except you can easily customize the view to capture the information you need, in the moment! See important information such as upcoming tasks, appointments, most pressing due dates, etc., with a single click.
Insight View provides real-time updates on your Sales Opportunities, showing what you’ve won or lost and their monetary value. Highlight top deals, potential hurdles, team performance, and historical data on deal closure times.
Think of what you can gain with new perspectives! Here's how!
There are a few ways to access the Multi-Column List view in Daylite.
In this example, we will look at All Opportunities in the Daylite Sidebar.
To view the Multi-Column List, you can either:
Go to Daylite > View > Multi-Column List.
OR - Click the Multi-Column List icon in the Daylite toolbar.
To customize your view, drag each column into the order you want. Right-click a column to add or remove.
Select All Opportunities from the Daylite Sidebar.
Choose Insight View from the Daylite Toolbar.
You will notice that fields turn red when you hover your pointer over them, including all corresponding fields related to your inquiry. Daylite does this so you can find the information you need quickly, as the highlighted red fields relate to each other. Double clicking on any red highlighted field will filter your search, in essence, drilling down one level further.
Congratulations! You have gained new perspectives on your most important and up-to-date business information!
To review, you have:
