Capture, Track and Share Conversations

Following up on emails, phone calls, and conversations between you and your client is critical to your success, but how effectively do you actually keep track of these essential components? Trying to remember all the points made during a phone call verbatim, or writing down the highlights on a scrap of paper doesn't really do the trick.

Daylite makes capturing, tracking and sharing communication an easy, straight forward process. Whether it's an email, a phone call, or a face-to-face conversation, you can use Daylite to capture the details.

Capturing Emails

One of Daylite's most unique and powerful abilities is to capture emails straight from your inbox, which makes capturing, and linking emails to a person as easy as the click of a button.

Daylite will ask you to manually add an email Contact for the first time, and then adds any future emails from that Contact to Daylite automatically.

You can also choose to link or unlink Items when an email is added to Daylite. This will include any Items when you send or recieve an email. You can choose to automatically link Contacts, Users, Opportunities, and Projects from all incoming and outgoing emails by navigating to Mail Settings > Linking. This is incredibly important, because once you have checked or unchecked these boxes, Daylite will link this information to Contact records, which you can then view chronologically under Daylite's Activity View.

Capturing Phone Calls

Whether it's an inbound or outbound phone call, it is easy to capture calls and make sure they get linked to the right person. This way you don't have to remember all the details of the phone call, such as what it was about, how long it was, and whether you called them, or they called you.

Scroll through your Contacts to find the person you need, or, as your Contact list increases in size, you can type the person's name into the Search field.

You can add a new Task to a Person or Company record by tapping either All Tasks or My Tasks in the Activity View.

Fill in the Call Details:

• Call Title: An easy to remember title to reference later

• Call Notes: Use the details field to capture call notes

• Linked Items: Link anything related to the call

• Type: Choose between Inbound and Outbound calls

Capturing Face to Face Meetings

Meetings, one-on-ones, and impromptu walk-ups are where some of the most important conversations happen. Make sure no one forgets what was discussed by capturing these in a Daylite Note.

Select Notes, then tap the + button to link a new Note to the Person.

Fill in your Call Notes:

• Note Title: An easy to remember and relevant title

• Linked Items: Link anything related to the call

• Conversation Notes: Capture the important details about your conversation

You probably have sensitive information that only you or a few people should see. If you do, check out Controlling Who Can See and Edit Information.

Wrap Up

With so much communication happening on a day-to-day basis, it is nearly impossible to remember every single detail of every single call or email. Capturing those details with Daylite is a simple and effective way to focus on what is important- your customers.