You're Ready
You've made it through the New User Guide. You've added contacts, connected your email and calendar, tracked deals and projects, organized your data, and customized Daylite to fit your workflow.
That's a solid foundation. Here's how to keep building on it.
Make Daylite Part of Your Daily Routine
The users who get the most out of Daylite are the ones who use it every day. A simple routine might look like:
🌅 Morning: check your Worklist, Calendar, and favourite Smart Lists to plan and execute your day.
☀️ During the day: add emails, check off Tasks, and update Opportunities as things happen.
🌇 End of day: add any Notes from calls or meetings, and pin tomorrow's priorities to your Worklist.
It doesn't take long. A few minutes of upkeep keeps everything current — and means the information is there when you need it.
Explore Our Workflow Guides
Now that you know the basics, the workflow guides show you how to put it all together for specific goals:
Sales Guide — build a repeatable sales process, track your pipeline, and close more deals.
Mac Fundamentals — the complete feature-by-feature reference for Daylite on Mac.
iOS Fundamentals — the full reference for Daylite on iPhone and iPad.
Browse all industry guides - to see exactly how Daylite fits your type of work.
Get in Touch
We're here if you need us. You can reach our support team anytime:
From Daylite: Help > Contact Support
By email: [email protected]
Visit the Help Centre for troubleshooting and FAQs
Want a Guided Setup?
If you'd like someone to walk you through how Daylite fits your specific business, book a session with a Daylite Coach. They can help you set up Pipelines, design your Categories and Keywords, import your data, and get your team onboarded.
Book a Daylite Coaching Session →
Keep the Momentum Going
Daylite gets more valuable the more you use it. Every contact you add, every email you link, every task you complete — it all builds into a complete history of your business relationships and work. Six months from now, you'll wonder how you managed without it.
Thanks for getting started with Daylite. We're glad you're here.
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