Organizing the Moving Pieces in a Deal

Sales cycles can get very complicated. People come and go, documents are created, decisions are made, then updated, and then changed again.

Daylite organizes all those moving pieces so you can work faster, make fewer mistakes, and close more deals.

Daylite lets you keep a history of emails, meeting minutes, files, and documents on all your deals. This is done by linking items to an Opportunity so you can reference notes from a call, search for an email, or find an important file like a document or image.

Linking To An Opportunity

When viewing an Opportunity, you can link a New Task, Appointment, Note, Form, and File directly to that Opportunity. This is useful when you're on a call with a client, in a sales meeting, or planning how you want to approach the deal.

You can also link a Person or Company to the Opportunity, such as the CEO, or decison maker, another team member or another Company record involved in this Opportunity.

Linking An Opportunity To A Person or Company

You can also link a new or existing Person or Company to the Opportunity you are viewing.

When you create a new Opportunity, or are viewing an existing one, tap + Add Link, select either a Person or Company, and then type the name of the Contact you wish to link to the Opportunity. This could be a business Contact, a business the Opportunity works at, or a team member assigned to the account.

Adding Files To An Opportunity

Linking a file to an Opportunity helps you stay organized. These could include sales decks, contracts, pictures, spreadsheets, and more.

Select the Opportunity and tap New File.

Tap Choose File and navigate to the file you want to link.

Wrap Up

Organize all the moving pieces to your Opportunity so you can track the status of a deal, find out who is working on what, and locate all of the decisions and details. Now that you are organized, it might be time to start Streamlining Your Opportunity so you can achieve your goals sooner.