Daylite Help
  • Home
  • Help Center
  • 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
Powered by GitBook
On this page
Export as PDF
  1. Overview

Linking

PreviousManaging ProjectsNextSegmenting

Last updated 1 year ago

What do People, Tasks, Email, and Projects have in common?

It’s called Linking, and it gives you an edge over your competition, and helps make you shine in your client’s eyes.

Did you know?

Daylite allows you to take any piece of information and link it to another, in essence creating an interconnected customer database.

Traditional CRM software only let you access one of these categories at a time. They tend to act as a repository for some of your business needs, but they don't always show you the bigger picture.

Here are some of the links you can create:

Linking a Person to a Company

  • Define a Job Title (Senior Marketing Manager) and Role (Marketing)

Linking a Person to another Person

  • Define a Relationship between them (Married or Works With)

Linking a Company to a Company

  • Define a Relationship (Is a subsidiary of)