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Apprentice |
Hi All,
I have been using Daylite now for a number of months and im fair to say its fantastic! I have been using it to log my sales leads and to follow them up, However now im starting to find examples that dont fit with how im using daylite, for example:- I service a number of sites where the contact for the site can change, and i may have upto three opportunities for the site at anyone time. I started using daylite by setting up the opportunity using the site name and a form to capture the address details. And then adding the contact to the opp but leaving the contact's address details blank. Now i find myself duplicating the address details in the form 3 times. I think i could almost do with changing the contacts to the sites and the opp's to the contacts, (hope that makes sense) Can anyone suggest the best way around this? Any ideas are welcome. Jon |
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