Marketcircle    Forums  Hop To Forum Categories  Daylite  Hop To Forums  Using Daylite    Best Way to use Daylite for my needs?
Go
New
Find
Notify
Tools
Reply
  
-star Rating Rate It!  Login/Join 
Apprentice
Posted
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
 
Posts: 1 | Registered: August 31, 2008Reply With QuoteEdit or Delete MessageReport This Post
 Previous Topic | Next Topic powered by eve community  
 

Marketcircle    Forums  Hop To Forum Categories  Daylite  Hop To Forums  Using Daylite    Best Way to use Daylite for my needs?

© Copyright 2006 Marketcircle Inc. All rights reserved.