Learn Daylite for Mac
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Welcome
Getting Started
Take a Tour of Daylite
Daylite Glossary
Adding Your Contacts
Adding and Importing Calendars
Integrating with Apple Mail
Sharing Your Contacts
Sharing Your Calendar
Invite Your Team
Build Relationships
Segmenting Your Contacts
Making a Prospecting List
Capture, Track and Share Conversations
Remember the Details About the People You Meet
Tracking Your Referrals
Staying Top of Mind and Keeping in Touch
Staying on Top of Follow Ups
Close More Deals
Capturing New Business
Following Up With Prospects
Organizing the Moving Pieces in a Deal
Using Opportunities Board
Tracking How Many Deals Are in Your Pipeline
Tracking Stages with the Opportunities Board
Tracking Your Close Rate on Deals
Tracking Your Lead Source
Streamlining Your Sales Process
Tracking Deals by Size
Use a Data Driven Sales Approach
Printing Address Labels for Mailing Letters
Execute on Projects
Staying on Top of Due Dates
Using the Worklist to Focus on Your Top Priorities Today
Organizing All the Moving Pieces
Stop Things from Falling through the Cracks
Using Projects Board
Starting a New Project
Streamlining Your Projects
Track and Execute the Next Steps for your Projects
Scale Your Business
Hiring Process and Onboarding New Employees
Organizing Your People into Teams
Delegating Tasks
Controlling Who Can See and Edit Information
Document and Share Decisions with Your Team
Two-Factor Authentication
Passkeys
Powered By
GitBook
Welcome
On these pages, you will find resources to help you understand and implement Daylite. Use the boxes below to jump to a section or just the sidebar to jump to specific articles.
Build Stronger Relationships
Learn how to strengthen and nurture your client relationships by keeping track of communication and next steps.
Close More Deals
Learn how to track new business opportunities and turn them into closed deals.
Execute More Projects
Learn how to stop things from falling through the cracks by tracking and executing on next steps.
Scale Your Business
Learn how to keep team members on the same page by documenting decisions and delegating tasks effectively.
Next - Getting Started
Take a Tour of Daylite
Last modified
23d ago