Remember the Details About the People You Meet

The world is a busy place.

We're always on the go, pressed for time; and even though we know our memories are far from perfect, we don't always stop and write things down. Remembering your client's birthday, or their favourite team sport for example, can be the difference between getting the sale and losing a valuable customer.

That’s why, no matter where you go, you can capture new Contacts quickly in Daylite.

Capturing New Contacts in Daylite

The easiest way to capture a new Contact is to use the New Item button.

You can capture either a new Person or a new Company by selecting the New Item button.

Daylite gives you a lot of contact fields, but don't panic. You don't have to use them all.

Gather the information you need today, and as your relationships grow you can edit existing fields, or add entirely new ones.

Fill in the appropriate Contact fields. Tap Save when finished.

Capturing a Contact from Email

Contacts you capture while on the go will sync with your other Daylite devices, so you always have the most up to date information.Daylite Mail lets you add new Contacts straight from your inbox, while also linking them to the email.

You can add New Task or New Appointment to a Contact's record, and link the email sender to another Person, Company, Project or an Opportunity.

All of these are now a part of Daylite, and can be found listed chronologically in the Activity View.

To begin, select the email and tap Add to Daylite.

This sender has now been added to Daylite as a Contact, and this email will be linked to their Contact record, and can be seen in the Contact's Activity View.

Once you have added this Contact to Daylite, you can then link additional information such as People, Companies, Projects and Opportunities, Tasks, Appointments and more.

You can also link a New Task or a New Appointment to this Contact once they have been added to Daylite. Any new Tasks or Appointments you link to this Contact will show chronologically in the Activity View.

Classifying Your Contacts

Be sure to add Categories and Keywords to your Contact records. By doing so, you make filtering and sorting that much easier, which helps you stay organized.

Keywords

Keywords are more flexible than Categories. A Contact can have as many Keywords as you want, so feel free to use them for as many reasons as you need. Tap New Keyword to add a new Keyword or edit an existing one.

Here are a few examples of how you can use Keywords to classify your Contacts:

Type of lead

Cold
Hot

Source

Facebook
Trade Show 2018
Referral

Buyer preference

2 Bedroom House
Monthly Coaching Sessions
Wedding Package 2

Linking People and Companies

You'll rarely meet someone who isn't involved with another company or knows someone else in your network. When you link People and Companies together, you can choose Roles within a Company, and Relationships between people.

Now you can always make sure you're speaking to the right person at a Company, track referrals, and see how your network grows.

Roles

When you link a Person to a Company, you can choose what their Role is. This helps by documenting who does what in a Company. That way, when you call or email a Company, you can be sure you're reaching the right people. You can also do things like build an entire campaign targeting specific Roles, such as coaching for C-level executives.

Relationships

When you link a Person to another Person, you can choose their Relationship. This is helpful when working with multiple people in a family, tracking referrals or business partners.

Wrap Up

Keep the details straight when you capture new Contacts in Daylite.

More than just a contact manager, Daylite gives you powerful classification tools to track Categories, assign Keywords, as well as define Roles and Relationships. Remember it all, and action it in ways you never could before.

Last updated 25 days ago