Daylite Help
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  • Release Notes
  • Overview
    • Introduction
    • Daylite Navigation
    • Apple Integration
    • Calendar Integration
    • Email Integration
    • Managing New Business
    • Managing Projects
    • Linking
    • Segmenting
  • Contact Management
    • Managing Contacts
    • People
    • Companies
    • Importing Contact Information
  • Calendars
    • Using Calendars
    • The Value of Linking
    • Types of Calendars
    • Calendar Integration
    • Filling in a New Calendar Appointment
  • Opportunities
    • Opportunities
  • Email
    • Mail Integration
  • Task Management
    • Overview
  • Tasks View
  • Creating a New Task
  • Editing Your Tasks
  • Adding a File to your Task
  • Notes
    • Using Notes
  • Segmentation
    • How to Segment your Data
  • Linking, Roles And Relationships
    • Why is Linking Important?
  • Search
    • Using Daylite Search
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