Details View

Set up all the basic details for the Opportunity or Project.

*Users must understand that in Daylite quotes and or invoices are only part of the overall work required to win a job or deliver a job. Each Quote represents a new OPPORTUNITY. Do not create unrelated quotes on the same opportunity, open a new one for these.

If you have any questions about this workflow please contact your Daylite Expert to discuss the Objective workflow process in Daylite. This is quite different from any accounting package. And should be the reason you are using Daylite and not just quoting from an accounting package.