Daylite Help
  • Home
  • Help Center
  • Release Notes
  • Welcome
  • Getting Started
    • Take a Tour of Daylite
    • Adding and Importing New Contacts
    • Sharing Your Contacts
    • Calendar Integration
    • Mail Management
    • Inviting Your Team to Daylite
  • Build Relationships
    • Using Filters Effectively
    • Capture, Track and Share Conversations
    • Remember the Details About the People You Meet
    • Tracking Your Referrals
    • Staying on Top of Follow Ups
  • Close More Deals
    • Capturing New Business
    • Following Up With Prospects
    • Organizing the Moving Pieces in a Deal
    • Using The Opportunities Board
    • Tracking How Many Deals Are in Your Pipeline
    • Tracking Stages with the Opportunities Board
    • Tracking Your Close Rate on Deals
    • Tracking Your Lead Source
    • Streamlining Your Sales Process
    • Tracking Deals by Size
  • Execute on Projects
    • Staying on Top of Due Dates
    • Organizing all the Moving Pieces
    • Stop Things from Falling through the Cracks
    • Using The Projects Board
    • Starting a New Project
    • Streamlining Your Projects
    • Using the Worklist to Focus on Your Top Priorities Today
  • Scale Your Business
    • The Hiring Process, Onboarding New Employees and Daylite
    • Delegating Tasks
    • Controlling Who Can See and Edit Information
    • Two-Factor Authentication
    • Passkeys
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Welcome

NextTake a Tour of Daylite

Last updated 11 months ago

On these pages, you will find resources to help you understand and implement Daylite. Use the boxes below to jump to a section or just the sidebar to jump to specific articles.

Build Stronger Relationships

Learn how to strengthen and nurture your client relationships by keeping track of communication and next steps.

Close More Deals

Learn how to track new business opportunities and turn them into closed deals.

Execute More Projects

Learn how to stop things from falling through the cracks by tracking and executing on next steps.

Scale Your Business

Learn how to keep team members on the same page by documenting decisions and delegating tasks effectively.