Daylite Help
  • Home
  • Help Center
  • Release Notes
  • Welcome
  • Getting Started
    • Take a Tour of Daylite
    • Adding and Importing 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