Daylite Help
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  • 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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On this page
  • Setting Due Dates and Follow Ups
  • Today's Follow Ups
  • Following Up On Reminders
  • Tracking Follow Ups On Your Calendar
  • Wrap Up
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  1. Close More Deals

Following Up With Prospects

PreviousCapturing New BusinessNextOrganizing the Moving Pieces in a Deal

Last updated 11 months ago

Closing deals means making a lot of commitments, often months in advance. If you forget to follow up just once, your customer may lose confidence in you, and you run the risk of all your hard work unravelling. Creating a Task and adding a Reminder to it is the best way to make sure your commitments are followed through. No matter how long ago it was added to Daylite, you'll get a Reminder to follow up.

Daylite reminds you of your commitments no matter when they were made, so you can be confident your deals get done.

Pro Tip:

Add as many Reminders as it takes to give you peace of mind that thing's won't get forgotten.

Setting Due Dates and Follow Ups

Select My Tasks your Tabs, then select the + New Item button.

Set a Due Date for this Task.

You can set as many Reminders as you like, in order to complete the Task on time.

Now that you have a Due Date and Reminder assigned to your Task, you have peace of mind knowing that you will get notified to follow up by Daylite no matter when the Task is due.

Today's Follow Ups

Navigate to Settings > Tasks and tap Show in Today.

Your Tasks will now show up chronologically when you tap the Today Tab, including their Due Date, highlighted in red.

Following Up On Reminders

Notifications are located in the All Tab, and will show you how many reminders are waitng for you to review. Once you have tapped on Notifications in the All Menu, they will appear in your Tabs as well.

Select the Reminder to display it in the Activity View. You will be presented with the option to either:

Snooze: Snooze the reminder with pre-set time increments.

Dismiss: Remove the reminder from the notification menu.

Tracking Follow Ups On Your Calendar

Tasks can also appear in your Calendar, offering a visual reminder when a Task is due or deal should close.

To add Tasks to your Calendar:

Tap Calendar in either the All Tab or your existing Tabs, then select which Calendar you would like to view.

Make sure Tasks and Objectives has a check beside it.

Wrap Up

Don't lose deals because someone forgot to follow up. Use Reminders to keep you organized, on track, and focused on your priorities. Spend your time working with potential customers so you can close more deals. Now you're ready to track all the details of your business by

Organizing the Moving Pieces in a Deal.