How to Create New Opportunities With The Daylite Mail Assistant

Don't let Leads slip through the cracks by forgetting to add them to Daylite. The Daylite Mail Assistant helps you win more business by letting you capture new business as it comes to your inbox.

Adding an Opportunity from the Daylite Mail Assistant:

  1. Select an Email in Mail
  2. Click on + Under ObjectivesAlt text
  3. Type in what you want to name the Opportunity
  4. Select + New OpportunityAlt text

While in Mail, you can add details about the Opportunity by clicking on image height= next to the name of the Opportunity then choose Edit or View in Daylite.
image

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