What objects can I add a Pipeline to? .: Marketcircle KB

Browse by Category

Marketcircle KB .: Daylite 3.x .: General Questions .: What objects can I add a Pipeline to?

What objects can I add a Pipeline to?

Pipelines can only be applied to Projects and Opportunities.

How do I view a Pipeline once it's been created? Does it have to be viewed in the Pipeline pane?
The pipeline is viewable by...

7-11-2006 Views: 4752

Where are the Graphs (i.e Win/Lost, Pipeline, Forecast) for Opportunites in version 3?
-Select an Opportunity (or multiple...

4-12-2006 Views: 1873

How can I link objects to one another?
There are many ways to link objects...

1-9-2006 Views: 2230

Can I produce a object count (i.e how many Contacts, Appointments, Notes) are in my database?
From the Daylite menu bar...

4-28-2006 Views: 3051

How do I delete objects i.e Contacts, Organizations, Tasks etc in Daylite?
Simply highlight the object or...

5-3-2006 Views: 3953

How do I define multiple custom pipelines?
To create new pipelines in Daylite...

1-9-2006 Views: 3944

How do I sync objects that are not owned by me with the Palm?
Please note that you can only sync...

6-21-2006 Views: 4661