Remember the Details About the People You Meet
Last updated
Last updated
The world is a busy place.
We're always on the go, pressed for time; and even though we know our memories are far from perfect, we don't always stop and write things down. Remembering your client's birthday, or their favourite team sport for example, can be the difference between getting the sale and losing a valuable customer.
That’s why, no matter where you go, you can capture new Contacts quickly in Daylite.
The easiest way to capture a new Contact is to use the New Item button.
You can capture either a new Person or a new Company by selecting the New Item button.
Daylite gives you a lot of contact fields, but don't panic. You don't have to use them all.
Gather the information you need today, and as your relationships grow you can edit existing fields, or add entirely new ones.
Fill in the appropriate Contact fields. Tap Save when finished.
Contacts you capture while on the go will sync with your other Daylite devices, so you always have the most up to date information.Daylite Mail lets you add new Contacts straight from your inbox, while also linking them to the email.
You can add New Task or New Appointment to a Contact's record, and link the email sender to another Person, Company, Project or an Opportunity.
All of these are now a part of Daylite, and can be found listed chronologically in the Activity View.
To begin, select the email and tap Add to Daylite.
This sender has now been added to Daylite as a Contact, and this email will be linked to their Contact record, and can be seen in the Contact's Activity View.
Once you have added this Contact to Daylite, you can then link additional information such as People, Companies, Projects and Opportunities, Tasks, Appointments and more.
Be sure to add Categories and Keywords to your Contact records. By doing so, you make filtering and sorting that much easier, which helps you stay organized.
Categories are the top-level contact classification. A Contact can only have one Category, so when classifying a Contact, consider who they are in relation to you and the business.
Navigate to Settings > Categories to add a new Category or edit an existing one.
Here are a few examples of how you can categorize your Contacts.
Where they are in your sales funnel
Prospect
Lead
Customer
Business relationship
Supplier
Vendor
Coach
Employee
Personal contacts
Family
Friends
Keywords are more flexible than Categories. A Contact can have as many Keywords as you want, so feel free to use them for as many reasons as you need. Tap the Edit button in the Contact's record, select Keyword, then either choose an existing Keyword from the list or tap New Keyword to create one. You can also do this from the Settings menu.
Here are a few examples of how you can use Keywords to classify your Contacts:
Type of lead
Cold
Hot
Source
Trade Show 2018
Referral
Buyer preference
2 Bedroom House
Monthly Coaching Sessions
Wedding Package 2
Now you can always make sure you're speaking to the right person at a Company, track referrals, and see how your network grows.
When you link a Person to a Company, you can choose what their Role is. This helps by documenting who does what in a Company. That way, when you call or email a Company, you can be sure you're reaching the right people. You can also do things like build an entire campaign targeting specific Roles, such as coaching for C-level executives.
When you link a Person to another Person, you can choose their Relationship. This is helpful when working with multiple people in a family, tracking referrals or business partners.
Keep the details straight when you capture new Contacts in Daylite.
More than just a contact manager, Daylite gives you powerful classification tools to track Categories, assign Keywords, as well as define Roles and Relationships. Remember it all, and action it in ways you never could before.
You'll rarely meet someone who isn't involved with another company or knows someone else in your network. When you link People and Companies together, you can choose within a Company, and between people.
