Linking

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)