Daylite is a highly customizable application with a wide range of capabilities to make it easy for you to simplify your work life so your small business runs smoother. With centralized management of all its capabilities, Daylite helps to keep you productive, organized and focused.

Daylite is designed to work on all your Apple devices; whether you have an iMac, a MacBook, an iPad or iPhone. It may look a bit different on your iPhone than on your MacBook, but rest assured you will get the same great experience, as Daylite syncs your information across all your devices.

This tour of Daylite will give you a basic overview of the iPhone app, and how to find the information you need quickly and efficiently.

When you open the Daylite app for the very first time, you are presented with a blank slate. So where do you begin?

Why, at the beginning of course.

Tabs

When you open the Daylite app on your iPhone you are presented with five different Tabs along the bottom of your screen. Each of these Tabs are considered an important part of Daylite, as they are usually seen as an important part of your business day. As such, they are easily accessible.

Your Tabs will change.

As you move through the All Tab on the right hand side of your screen, your Tabs will update to include the Object you are viewing. As an example, if you tap the All Tab and choose Opportunities, it will then show in your Tabs.

Therefore your Tabs could include:

• Today

• Mail

• Notifications

• Calendar

The only Tabs to remain fixed in place are the Today screen and the All Tab.

Today Screen

The Today screen is designed to help keep your day organized, and shows you everything you have planned for the day at a single glance. The Today screen gives you an overview of your work day, your Task list, and your upcoming work week.

At the top of the Today screen you will find the + New Object button, which lets you create new Objects from one convenient location. Tap this button to create a:

• New Appointment

• New Meeting

• New Task

Mail

By placing all of your email accounts in one convenient location, but keeping all of your email accounts separated within that location, Daylite allows you to easily add new People as Contacts, and save a copy of any emails that are sent and received in that Person’s history.

You can also add new Tasks and Appointments, or information such as Companies, job titles, phone numbers, addresses and more, by editing the Contact’s information right from within the Daylite app.

Notifications

You can set reminders for upcoming events, which will show in the Notifications tab. If you set a reminder for the Task in the Contact's Details it will alert you at the appointed time.

If the Notifications tab is not currently showing, you will still get a reminder alert which appears as small orange circle over the All Tab.

Calendar

Daylite overlays your business and personal calendars in one easy to access location. Any changes you make to these calendars are updated automatically, so no matter if it's a business luncheon, or your child's socccer practice, you will always arrive on time.

My Calendar is shows your daily, weekly and monthly Calendar events.

All Calendars lets you view, create, and edit different team member Calendars. It is important to note that the user name changes based on the Calendar selected, and you can only view one Calendar at a time.

You can also choose to show Tasks, Objectives, Birthdays, Anniversaries, and Resources for each Calendar.

Contacts

At the heart of every successful business are the relationships you build with your clients. As such, a customer's Contact information is of paramount importance.

Contacts are divided into People and Companies, and Daylite keeps both safe and accessible, no matter which device you are on.

Opportunities

Every person you meet is an Opportunity that could lead to that life long client. Daylite lets you sort and filter your Opportunities by names, dates, keywords and more, which means you can stay on top of your Opportunities with the tap of your finger.

All of your Opportunities can be found in the All Tab.

They are divided into three different sections.

The Opportunities Board

This is a truly unique feature of Daylite. It offers a customizable view of each of your Opportunities and where they are at every Stage of your Pipeline. You will know exactly what needs to happen before moving to the next Stage, so you can accomplish your goals.

My Opportunities

This displays every open Opportunity you are currently working on.

Selecting an Opportunity allows you can see which Stage it is in, and if you tap the > on the right side of the Deal, you can edit the Pipeline and the Stage that the Opportunity is currently in.

By tapping the Edit button you can add valuable details to the Contact record.

All Opportunities

This view allows you to see all of your Opportunities, whether they are Won, Lost or Suspended. This is a great way to review, update, and pursue Opportunities that may have fallen by the wayside.

Projects

Daylite places all your Projects in one convenient location, with three different ways to view that information.

The Projects Board

The Projects Board creates a top down approach, where you can choose your Pipeline, and view where each one of your Projects are, and at which Stage they are sitting. You can tell at at glance if any of your Projects have been sitting for too long, and what needs to happen before they move to the next Stage.

My Projects

This view shows all Projects with your name attached as the user. This can be either a Project you have created or one that has been delagated to you.

You can see what Stage your Project is at, it's Category and Status. It let's you create New Tasks, Appointments, Notes, Forms and Files, and finally, it shows you any linked Items attached to the Project. All of these items can be edited by tapping the Edit button.

All Projects

Although it may look identical, this view shows you every Project you have worked on, regardless of it's Status. This could be useful if you need to find an abandoned Project from a year ago that may need to be revisited.

Tasks

The Tasks section is grouped into Inbox, Worklist, My Tasks, Someday, Categories, Keywords, Delegated, and Done.

The Tasks Inbox gets Tasks off of your mind quickly by adding them to your Inbox until you have time to categorize them later.

The Worklist is designed to help you focus on what needs to be done right away. It helps to think of it as your "priority" list. You can add a Task to the Worklist by checking the Pin in your Tasks Inbox or My Tasks Details pane. This Pin will show as filled in orange when you are viewing your Worklist, which indicates the Task has been moved successfully.

My Tasks will show you every Task that you have set for yourself, including those with Subtasks, which will be highlighted in orange next to the main Task in your list. Each of these Tasks are grouped under their respective Project.

If you have not assigned a due date to a Task then it wil be filed under Someday. If you update this Task with a due date, or pin it to the Worklist, the Task will be moved automatically to the appropriate folder.

Delegated Tasks have been assigned to a different user on your Team. These Tasks can be viewed here, giving you oversight on Task completion.

Once a Task has been marked as completed, it is moved to the Done folder.

Details View

The Details View shows information about your Contact, which may include things like Category and Keywords. These are useful when you want to search by phone number, address, the Project or Opportunity they are associated with, or who the account belongs to. These details can be altered to reflect your business needs by clicking the Edit button at the top of the Details View.

As an example, you could navigate to All Tab > Contacts > People, and find your Details View.

Activity View

The Activity View shows every interaction you have had with the Contact to date. These activities could include email correspondences, follow-ups, reminders to send proposals, meeting notes and calendar appointments. The Activity View lists all these interactions chronologically by time, day and year.

Search, Sort and Filters

Daylite's Search for the iPhone is located in the All Tab, and once used, will appear in your Tabs until replaced my more recent Objects. It is designed to look through all of Daylite for any mention of what you type. This means even if you do a partial search, Daylite will display Contacts, emails, Tasks, Appointments and more with that information.

You can use Sort to display information the way you find most convenient. This feature changes depending on what Item you are looking at:

People:

• First Name

• Last Name

• Category

Companies:

• Name

• Category

Opportunities:

• Name

• Forecasted Date

• Create Date

• Priority

Projects:

• Name

• Due Date

• Create Date

• Priority

Tasks:

• Opportunity and Project

• Due Date

• Category

• Keyword

Selecting the Filter button presents you with options to filter your search based on, depending on the Object you have selected, Category, Keywords, Status and Priority. These filters help narrow your search, as you can set multiple filters at the same time.

Linking

You can link People to a New Company, or add them to an existing Company by selecting + Add Link from the LINKED ITEMS section of the Contact record.

You can also link People or Companies to a People record in the same manner.

Add Roles and Job Titles to that Person, link any emails or correspondence you have had, and fill in any details you like, all of which are searchable.

Settings

Setting up Daylite to look, feel and act the way that works best for you is crucial to your overall workflow. By customizing Daylite Settings you are setting yourself up for success.

Settings can be found by scrolling down to the bottom of the All Tab.

Here are a few essentials to help you get the most out of your Daylite experience.

• Setting > Help is arguably once of the most important things to know. After all, if you have a question, you need an answer. Between the Help Center and Getting Started, you are in good hands.

• Managing your team has never been easier thanks to the Settings > Users menu, which is found here. You can add' users, delete accounts, and see which invites are still pending.

  For more information on this feature, check out .

• Set your other Calendars to show in Daylite, or show your Daylite Calendar in other apps. Don't forget to let Daylite know what day of the week to start on.

• By customizing your Categories and Keywords, you will be able to identify, label, and search for your Contacts quickly and easily. Be sure to avoid unnecessary duplication, and be as precise as you can to avoid confusion.

• Roles and Relationships form the very core of your business. Not surprisingly, it's the core of Daylite as well.

Wrap Up

Daylite can help you organize your day, your business, and your life. Thanks to its intuitive structure, you can add that important Person to Contacts, check when your next Appointment is coming up in Calendars, and create Tasks and Notes so you never forget an important point during a call or meeting. All of these features, and more, tie together to guarantee your business runs smoothly.

For more information on setting up Daylite Mail Assistant, please refer to

For more information on how to capture a Contact from an email, please refer to

How many email accounts do you have?

If the answer is more than one, you are not alone. Many of us have multiple email accounts, for both work and personal use. Juggling multiple email accounts can be a challenge, especially when it comes to your business.

Have ever found yourself looking back through those accounts, trying to locate key details about a client interaction, or been left frustrated as you try and locate a conversation thread that you can't find anywhere?

Daylite can help.

By placing all of your email accounts in one convenient location, but keeping all of your email accounts separated within that location, Daylite allows you to easily add new People as Contacts and save a copy of any emails that are sent and received in the Person’s history. You can also add information such as Companies, job titles, phone numbers, addresses and more, by editing the Contact’s information right from within the Daylite app.

By definition, filtering your customers and prospects means dividing them into groups based on shared characteristics. By grouping your customers and prospects under similar interests, you can tailor your communications to seek out new business or market to your existing customers.

The idea is that if you can group, and then target common characteristics, it may result in higher conversion rates, increased customer loyalty, and ultimately, higher revenue for your business.

In Daylite, you can use filters a number of different ways.

Filtering By Category

What sort of a Contact you are viewing will dictate what sort of filters you should apply. As an example, when looking at a People Contact you could choose to filter by:

So much can happen all at once, and it's easy to forget when something is due. Missing deadlines can increase your stress, tarnishes your reputation and stops you from reaching your goals.

Once you create a Task and assign a due date, Daylite will encourage you to view your upcoming Tasks and make sure you always meet your deadlines.

Assigning a Due Date

The first thing you will need to do is assign a due date when either creating a new Task, or when you are editing an existing one.

Worklists

Daylite groups all of your upcoming Tasks in one convenient location, no matter what kind of Task it is.

Select the Today Tab to view all of your Tasks chronologically. These will include past due Tasks that still need to addressed, Tasks that are due today, and any upcoming Tasks.

As you know, some Tasks are a higher priority than others, and should be attended to first. This is accomplished by marking the Task with a Worklist Pin, which places it in a specific Task folder called Worklist, which appears at the top of your Today list.

Marking Tasks as Done

Once a Task is done, it is important to mark it accordingly. There is always a sense of accomplishment when a Task is finished, why not commemorate it with a check mark?

Placing a checkmark next to a Task removes it from the Today list, and places it in the Done folder. These Tasks can still be edited if necessary.

Wrap Up

Daylite helps you focus on the future and feel less stressed over looming due dates by staying on top of them.

Now you're ready to create reminders for those due dates so you can get notified when things need to get done in

Sharing your Daylite Contact list with other apps lets you work cross functionally more efficiently, because when you share your Daylite Contact list with other apps, you can also take advantage of the features the other apps offer.

Benefits of Sharing your Daylite Contacts

Sharing your Daylite Contacts allows you to see them in other apps, so you can add, edit, or leverage your Contacts even when you're working outside of Daylite.

Here are a few examples of things you can do by sharing your Daylite Contacts:

Daylite works well for a single person, but when used with your team, you really start to see the difference. With everyone on your team using Daylite, processes become streamlined, and everyone works together better.

When you add someone to Daylite, you invite them to your account by email. Only a Daylite account owner can invite team members to Daylite. After an invitation is accepted, you are charged based on the amount remaining in your billing cycle.

Invite your team to Daylite and take your business further.

How to add your Team to Daylite

Choose Settings and select Users.

Add your Office 365 account to Daylite for the iPhone.

1. Tap Mail on the toolbar

2. Tap Add Account

3. Next, select Office 365 from the list of account types.

As you begin to use Daylite to its fullest extent you will notice your team beginning to work more efficiently. However, it may not make sense for everyone to have full access to your database. Employees for example do not need to see confidential HR records.

Daylite lets you control who can see or edit information.

What Are Permissions

Every business has sensitive information. That's why you can apply permissions to individual items in Daylite.

There are two types of permissions:

View: Only those with View Permissions on an item can see an item they don't own. Denying view permissions is useful when items should only be seen by managers like employee reviews, or meeting minutes between the executive team.

Following up with your Contacts is one of the most important aspects of building stronger relationships with them. Without an effective method of following up you risk losing customers, as they feel they aren't being responded to in a timely manner.

Don't let those important follow-ups slip through the cracks. Using Tasks in Daylite to create follow-ups and follow-up schedules helps keep you in touch with your clients.

Creating a Follow-Up

When you view a Person or Company, you can create either:

Where is most of your business coming from?

What source gives you the best leads, or has the highest conversion rate?

If you’re not tracking your lead source, you won’t know what to ramp up, what to focus less on, and where there’s opportunity ripe for the picking.

With Daylite you can track where your deals are coming from, use tools to analyze which sources are working and which ones aren't, so you can make better decisions, and spend more time focusing on higher generating sources.

Add a Deal Source to an Opportunity

In Daylite, you track your deals by creating New Opportunities.

When you don't know how many deals are in your Pipeline, it's difficult to know whether you need more deals to meet your goals or if you're taking on too many.

Whether you're a salesperson or a manager, Daylite helps you organize all your open deals so you can see how many you or your team have.

Tracking Deals in Your Pipeline

When you know how many open deals are in your Pipeline, you can manage your workload more easily. Daylite's Opportunities Board lets you view all the deals in each of your Pipelines, so you can stay organized and focus on what's important.

Select the Opportunities Board from the All Tab, then tap the Pipelines filter to select the Pipeline you want to view.

The Opportunities Board also lets you filter your Opportunities by:

Owner - Select the Owners filter to view an individual salesperson's Opportunities, or choose All Owners to see your team's deals all at once.

Forecasted Close Date - Tap on the Forecasted Date filter to view Opportunities that are forecasted to close by a certain date, such as next week or next quarter.

Creation Date - Tap on the Create Date filter to view Opportunities that were created within a certain date range.

Categories - Tap on the Categories filter to view Opportunities by a single Category at a time.

Keywords - Tap on the Keywords filter to view Opportunities by a single Keyword at a time.

Types - Tap on the Type filter to select Opportunities that were generated the same way, such as a trade show, social media, or inbound call.

Wrap Up

By accurately tracking your deals, you can start to forecast sales demand and measure your workload. Daylite's Opportunities Board helps you see at a glance how many deals are in your Pipeline. As a manager, you can expand this by looking across your entire team, as well as individual sales people.

Sharing your Daylite calendar with other programs lets you work cross functionally, and more efficiently. With your Daylite calendar available in other apps, you can take advantage of the features they offer as well.

Daylite makes it easy to share your calendar with the Calendar app on the Mac, iPhone, and iPad.

Benefits of Sharing your Daylite Calendar

Sharing your Daylite calendar allows you to see your appointments in other apps, so you can add, edit, or leverage your calendar even when you're working outside of Daylite.

Create App Specific Username and Password

When you share your Daylite calendar, you create a unique app-specific username and password. This allows you to securely connect your Daylite calendar to other applications, like Apple Calendar, without using your main account credentials.

1. Log in to

2. Select Integrations

3. Click + New App Login.

Once completed Daylite will generate a unique username, password, and provide you with a server address. Use these to add your Daylite calendar to a CalDAV-compatible calendar application.

Each time you share your calendar, a new set of credentials is generated. These credentials are specific to your device and application, meaning they won’t affect your main Daylite login. If you need to remove access or update your setup, you can manage these credentials from your Account Manager.

Add Your Calendar to Apple Calendar on iOS

1. Open Settings > Apps > Calendar

2. Tap Calendar Accounts > Add Account

3. Choose Other

4. Tap Add CalDAV Account

Making Daylite your Default Calendar on iPhone

1. Navigate to Settings > Calendar on your iPhone.

2. Tap Default Calendar and select your Daylite account.

Add Your Calendar to Other Calendar Apps

Daylite uses CalDAV, a standard protocol supported by many calendar applications. This means you can add your Daylite calendar to apps like Fantastical, and BusyCal.

Most CalDAV-compatible apps will require your server address, app-specific username, and password, which you can generate in your Account Manager under Calendar and Contact Integration. If a port number is required, use 443.

Refer to your calendar app’s documentation for specific setup instructions.

Wrap Up

With Daylite shared with the Calendar app on the Mac, iPhone, and iPad, you are well on your way to building more relationships, closing more deals, getting more done, and scaling your business in ways you never could before.

Want to share your Daylite contacts with other apps too? Then check out , and get ready to take your business to the next level.

Showing Other Calendars in Daylite

Creating a seamless experience for our users has always been at the heart of Daylite, no matter which device you are on. By integrating all of your calendars into one app, Daylite lets you plan your day efficiently, without looking elsewhere.

By adding calendar accounts from other apps, and then selecting the specific calendars you wish to view in Daylite, you are creating a fluid experience, and a more organized approach to your day.

Navigate to Settings > Calendar > Show Other Calendars in Daylite.

Sharing Your Daylite Calendar

Sharing your Daylite Calendar allows you to see your appointments in other apps, so you can add, edit, or leverage your Calendar even when you're working outside of Daylite.

Sharing your Daylite Calendar with other programs lets you work cross functionally, and more efficiently. With your Daylite Calendar available in other apps, you can take advantage of the features they offer as well.

Daylite makes it easy to share your calendar with the Calendar app across all your devices.

Benefits of Sharing your Daylite Calendar

Here are a few examples of things you can do by sharing your Daylite Calendar:

• Add, edit and delete meetings from outside Daylite.

• Use Siri to make new appointments.

• Create reminders with Siri and the Reminders app.

On the Daylite Home Screen navigate to Settings > Calendar and then tap Show Daylite Calendar in Other Apps.

Tap Install Daylite Calendar Profile.

Navigate to your iPhone's Settings > Profile Downloaded and then select the Daylite profile and tap Install.

The next time you open your iPhone's Calendar app you will see your Daylite Calendars in a separate Daylite group.

Making Daylite your Default Calendar

Navigate to Apple Settings > Calendar > Default Calendar and tap Default Calendar, then select your Daylite account.

Wrap Up

Thanks to Daylite Calendar integration, you don't need to jump between calendar apps any longer. Now you can focus on your work and let Daylite remember the details for you.

Want to share your Daylite Contacts with other apps too?

Then check out , and get ready to take your business to the next level.

The ability to switch your focus while juggling multiple Projects at once may seem like "just another day at the office", but if you sometimes feel like you are scrambling to keep track of all those details, the delay can be costly.

Daylite helps connect all those moving pieces, so even with long-term Projects, you can remember what you have done, who is currently working on parts of a project, and any decisions that have been made.

Keeping Track of Emails, Meeting Minutes, Files, and Documents

Daylite helps you keep a history of emails, Notes, Tasks, and Appointments that are attached to a Project. This is done by Linking these items to a Project.

Your Project's entire activity history loads immediately, keeping you organized so you can find what you need in a just a few seconds.

As an example, here is a Project called Amrita Puja Project. It has already been filled out so you can see:

• The Project Name

• The Project Details

• The Activities linked to the Project

• The People and Companies linked to the Project

Linking Items to a Project

When creating a brand new Project, you can add Items to by linking them to the Project.

You can also edit an existing Project, adding Items over time, as the Project evolves.

Each Item you add, whether it's an Email, a Task, a File or just a quick Note, can be viewed under Activity. You can also view People and Companies that are involved with the Project under Linked Items.

Adding Files to a Project

Every Project is unique, and always seems to end up having a long list of files attached to it: specs, contracts, pictures, spreadsheets, and more. By attaching them directly to a Project, Daylite ensures you don't ever have to scramble for a missing file again.

Select the desired Project from either My Projects or All Projects, then tap New File and select the file you want to attach to your Project.

Sorting and Filtering Your Projects

Daylite lets you sort and filter your Projects quickly, so you can find that key pice of information at a moment's notice.

Sort your Projects by:

• Name

• Due Date

• Create Date

• Priority

Filter your Projects by:

• Status

• Category

• Keyword

Activity Icons

Every Item in the Activity list has a distinctive icon to indicate what type of Activity you are looking at. This serves a key function, as these icons act as visual cues, letting you locate the Activity you need even more readily.

Wrap Up

Organize all the moving pieces of a Project to track it's status, know who is working on what, and capture all the important decisions and details. Now that your Projects are organized, it is time to begin and achieve your goals sooner.

How much time do you spend each day trying to keep things from falling through the cracks?

Last minute meetings, alarms you thought you set that don't go off, or due dates that creep up on you.

Daylite takes that stress away by helping you remember everything you need to accomplish, thanks to better visibility and easy-to-set reminders that keep you on task.

Adding Due Dates and Reminders

Navigate to My Tasks and tap the + button to create a New Task.

Tap on Due, then using the date picker, choose when the Task is due.

When you set the due date, your default Task reminder is automatically applied. In most cases, that's it, you're done! If you need to, you can change the reminder, such as the time of day you want to be reminded, or add a second one.

Follow up on your Reminders

When a Task comes due, it appears in the Sidebar under Notifications.

Tap on Notifications and you will see a Reminder with the name of your Task.

You can choose to Snooze the Reminder for a period of time, or Dismiss the Reminder if it has been dealt with.

The Today Tab

The Today tab is your personal dashboard for the upcoming day and week. Any Task or Project that is due today, overdue, or has a due date within the next week will show up here.

Tracking Due Dates on your Calendar

You can also show upcoming due dates on the Calendar. This will help prioritize Tasks, and is a fabulous visual reminder of anything that may need your attention.

To show Tasks on your Calendar that have a due date select the Calendar you wish to display, then tap Tasks and Objectives.

Going forward, you will see your Tasks shown in the selected Calendar. Tap the Task in order to view it within your Daylite Calendar.

Wrap Up

By setting Reminders for important to-dos, reviewing the Today screen daily, and using the Calendar to track upcoming Tasks, you will be able to keep things from falling through the cracks and set yourself apart from the competition.

Now you're ready to start in a Project and make your business run smoother by .

Add your iCloud account to Daylite for the iPhone.

1. Tap Mail on the toolbar

2. Tap Add Account

3. Next, select iCloud from the list of account types.
4. Enter the email address of your iCloud account. Daylite requires you to create an app-specific password. This is a different password than the one you use to sign into iCloud.

5. Sign into your associated with your iCloud email address.

6. Choose Sign-In and Security from the Apple Account menu, then select Account Security to enable Two Factor Authentication. If you need more detailed instructions, follow .

7. Once Two Factor Authentication has been enabled, select App-Specific Passwords.
8. Click Generate an app-specific password.
9. Enter "Daylite" for the name of your App-Specific Password, then choose Create.
10. Copy the App-Specific Password that has been generated and paste it into the Password field in Daylite. Click Next to finish adding your iCloud account to Daylite.

The first thing that probably springs to mind when considering importing data is “how do I get all of my business contacts and other information from my old system into Daylite”. There is no denying that importing a Contact’s details is really important, and the last thing you want is to lose any of their information.

Your Contacts are at the very centre of your business. Importing your Contacts from other contact management applications should always be a straight forward process. Whether you are importing from Apple's Contacts, iCloud, Google, or any other format, Daylite makes that process easy.

Adding a New Contact

Adding a new Contact to Daylite is incredibly easy. Whether you are meeting a client in your office, attending a trade show for a weekend, or even working from home, the process of adding a brand new Contact record is identical. You can choose to add a brand new Contact to Daylite by selecting Contacts > People or Contacts > Companies and then tap the + button and select either New Person or New Company.

Importing Existing Contacts

You also have the option to import an existing Contact record into Daylite by selecting either Contacts > People or Contacts > Companies from the New Object menu, then tapping the + button and choosing Import from Contacts App.

Select from the Choose a Category menu and then tap Select Contacts.

Choose the Contacts you wish to import. You can choose more than one at a time. These Contacts will be added to Daylite as a brand new record.

Wrap Up

With your Contacts now in Daylite, you can start exploring the interface and see how Daylite can take you further. Keep up the momentum and, then start and with other apps.

If you would like help with importing from another major contact manager, CRM, or contacts spreadsheet we'd love to pair you with one of our

Sales cycles can get very complicated. People come and go, documents are created, decisions are made, then updated, and then changed again.

Daylite organizes all those moving pieces so you can work faster, make fewer mistakes, and close more deals.

Daylite lets you keep a history of emails, meeting minutes, files, and documents on all your deals. This is done by linking items to an Opportunity so you can reference notes from a call, search for an email, or find an important file like a document or image.

Linking To An Opportunity

When viewing an Opportunity, you can link a New Task, Appointment, Note, Form, and File directly to that Opportunity. This is useful when you're on a call with a client, in a sales meeting, or planning how you want to approach the deal.

You can also link a Person or Company to the Opportunity, such as the CEO, or decison maker, another team member or another Company record involved in this Opportunity.

Linking An Opportunity To A Person or Company

You can also link a new or existing Person or Company to the Opportunity you are viewing.

When you create a new Opportunity, or are viewing an existing one, tap + Add Link, select either a Person or Company, and then type the name of the Contact you wish to link to the Opportunity. This could be a business Contact, a business the Opportunity works at, or a team member assigned to the account.

Adding Files To An Opportunity

Linking a file to an Opportunity helps you stay organized. These could include sales decks, contracts, pictures, spreadsheets, and more.

Select the Opportunity and tap New File.

Tap Choose File and navigate to the file you want to link.

Wrap Up

Organize all the moving pieces to your Opportunity so you can track the status of a deal, find out who is working on what, and locate all of the decisions and details. Now that you are organized, it might be time to start so you can achieve your goals sooner.

Add your IMAP account to Daylite for the iPhone.

1. Tap Mail on the toolbar

2. Tap Add Account

3. Next, select Other IMAP from the list of account types.
4. Enter the email address and password of your email account.

5. Enter your Incoming Mail Server and Outgoing Mail Server information, as specified by your your email provider.

The ability to track your Close Rate is an integral part of the sales process, as it helps you identify areas of opportunity for increasing sales.

For example, if you know your Close Rate is currently sitting at 30%, and your goal is to land three new clients this quarter, this tells you that you need ten more deals in the Pipeline to make that goal.

Tracking Your Close Rates

It is important to change the State on the Opportunity when a deal closes, regardless of whether you won or lost the deal.

Locate the Opportunity and tap Edit.

Select the state field and choose from the drop down list.

Tap Save and then Done when finished.

Setting Up Opportunity State Reasons in Daylite Preferences

When you choose a State for your Opportunity you can also explain the reason for your choice. These are called Opportunity State Reasons, and can only be set up in Daylite Preferences.

Navigate to Daylite > Settings > Opportunities.

Select Opportunity State Reasons then tap the + button.

Name your Opportunity State Reason and choose a State.

Wrap Up

By tracking your Close Rate, you can make better decisions about forecasted sales, how many leads you need in the Pipeline, and track improvement in your sales performance.

For assistance creating a New Opportunity, check out

Add your Gmail account to Daylite for the iPhone.

1. Tap Mail on the toolbar

2. Tap Add Account

3. Next, select Gmail from the list of account types.

Keeping track of your deals can be hard.

This is especially true when you are working with multiple accounts and long sales cycles. So much can happen at any moment and you really can't remember it all. So how do you organize all your deals, and how do you keep track of what stage they are in?

Daylite's Opportunities Board makes it easy to track all your deals at once. It allows you to view all of your Opportunities in a Pipeline by Stages, so you can see at a glance where all of your deals are at.

Creating Stages and Pipelines in Daylite Preferences

Pipelines need to be created in Daylite Settings on your Mac first, and Stages are added to each Pipeline. Once completed, you will be able to view them in the

Add your AOL account to Daylite for the iPhone.

1. Tap Mail on the toolbar

2. Tap Add Account

3. Next, select AOL. from the list of account types.

Following up on emails, phone calls, and conversations between you and your client is critical to your success, but how effectively do you actually keep track of these essential components? Trying to remember all the points made during a phone call verbatim, or writing down the highlights on a scrap of paper doesn't really do the trick.

Daylite makes capturing, tracking and sharing communication an easy, straight forward process. Whether it's an email, a phone call, or a face-to-face conversation, you can use Daylite to capture the details.

Capturing Emails

One of Daylite's most unique and powerful abilities is to capture emails straight from your inbox, which makes capturing, and linking emails to a person as easy as the click of a button.

Daylite will ask you to manually add an email Contact for the first time, and then adds any future emails from that Contact to Daylite automatically.

In an ideal world, you always want to give each of your deals the same amount of attention. Each one of your clients should feel special, no matter how large or small the deal. However, it is important to prioritize your deals so you can focus your attention on the largest ones first.

Tracking deals by their size and likelihood to close is a powerful way to increase income and grow your business because it helps stay on top of those big deals. With Daylite, staying focused on the deals that have the biggest impact on your business is easy.

Any time a lead or client expresses interest in a product or service, you want to create an Opportunity and then add a corresponding value and probability of closing.

Capturing the Value and Probability of a Deal

A great sales process is simple to follow, repeatable, easy to teach to new employees, and can be refined over time.

Daylite helps you streamline your sales process, so everyone will know what needs to get done. You will know at a glance who is doing what, so that everyone can work towards closing bigger deals faster. Daylite gives you simple yet powerful sales tracking and streamlining tools, and it all starts as an Opportunity.

An Opportunity Pipeline allows you to define each step in your sales process and keep track of how far along each Opportunity is in the sales process.

Define Each Step of Your Process

Pipelines are the foundation of your sales process, and provide the high-level steps you need to move each lead through. Pipelines are a visual representation of the sales process, are highly customizable, and are shareable with your whole team.

Create a Pipeline and Add Stages

When you are creating Pipelines and Stages for the very first time, you must do so using Daylite for macOS. Once you have created these Pipelines and Stages you can then access them across all devices.

On your Mac, navigate to Daylite > Settings > Pipelines.

Select the + button to add a new Pipeline.

Name the Pipeline and add a description of when it should be used, then select either Projects or Opportunities, and make sure the Active box is selected.

You can add as many Stages as you wish to your Pipeline. Select + Add Stage, name the stage and tap Done.

Applying a Pipeline and Changing Pipeline Stages

Defining the stages of your Pipeline is a great first step, but next you want to use your Pipeline to start tracking which stage each of your Opportunities are in. This way anyone can check on a new deal and see how it is progressing. Tracking stages is also helpful for creating custom Filters and Smart Lists, allowing you to report on your Opportunities. The first step is to add a new Pipeline.

Locate the Opportunity in either My Opportunities or All Opportunities, then select the Pipelines tab.

Tap Pipeline and select the Pipeline you want to use. Notice how these Pipelines match what you created using Daylite for macOS.

Once you have a Pipeline selected it's time to choose the Stage you want your Pipeline set to. Tap Stage and choose from the list you creeated on your Mac.

The current Stage and Pipeline are now displayed.

A Better Way to View Your Opportunities and Projects

Streamlining your Opportunities and Projects can save you time; but what is the best way to do it?

The Opportunities Board and the Projects Board let you see at a glance where there may be gaps in your Pipeline process, or bottlenecks in your in Projects.

These views can help identify areas of concern, such as deals that are stuck at a particular Stage, so you can focus on moving them along.

Moving your Opportunities and Projects around between Stages has never been easier. Simply drag your Opportunity or Project from one Stage to another and drop it into place.

As you move your Opportunity from one Stage to the next, you will see four different States appear at the bottom of the Opportunities Board. They are:

• Lost

• Won

• Abandoned

• Suspended

As you begin to move your Project from one Stage to another, there are four different States that appear at the bottom of the Projects Board. These states are:

• Cancelled

• Deferred

• Abandoned

• Done

Moving your Opportunity or Project onto one of these states updates the record automatically.

For more information about how working with either the Opportunities Board or the Projects Board can help streamline your sales process, tap the links below:

Wrap Up

With a simple-to-follow and repeatable sales process, you will close more deals. Whether a seasoned veteran or a recent hire, your sales team will have the information, expectations, and tools at their finger tips to be successful.

Want help creating the perfect sales process? who can fine-tune your business processes by implementing Daylite in your workflows.

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.

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

Two-factor authentication (2FA) is an extra layer of security used when signing into websites or apps.With two-factor authentication enabled, you have to sign in with your username and password and provide another form of authentication that only you know or have access to. This ensures that only you can access your account, even if someone else knows your password.

Turning On Two-Factor Authentication

You can turn on two-factor authentication for your account using these steps:

Sign into your Account Manager.

Select My Info, and then select Enable Two-Factor Authentication under the Security section.

Daylite will now ask you to either scan the QR code with your camera or authentication app, or enter a text code to obtain a verification code before continuing.

Daylite will show you a list of Recovery Codes, which you should copy or print, and store someplace safe in the event you lose or do not have access to your authentication app. Click Continue when ready.

Your authentication app will now be able to provide a verification code, which you need to enter to continue.

Two Factor Authentication has now been enabled.

Logging In

Once two-factor authentication has been enabled, Daylite will require a verification code each time you log in. The process is the same on all devices.

Logging in still begins with your email and password just like before, however it is now followed by a Verification Code request. Enter the verification code from your Authentication app and tap Verify.

If you do not have access to your Verification Code you can tap Sign in with recovery code and enter one of the recovery codes you have previously written down, saved or printed.

It is important to note that once two-factor authentication is enabled, sign in will require an updated version of Daylite. Older versions of Daylite will not be able to sign into an account with two-factor authentication enabled.

However, any Mac, iPad, or iPhone that is already logged in will not need to re-authenticate.

Generating New Recovery Codes

A recovery code can only be used once before it is invalidated, so you may decide to generate new ones to have on hand. You may also want to create new recovery codes if you have lost your old ones.

Sign into your account and select My Info, then tap Generate New Recovery Codes.

Tap Continue when asked to confirm. New recovery codes are generated and you are instructed to copy, print, or store them.

Disabling Two-Factor Authentication

You can disable two-factor authentication by signing into your account and selecting My Info, then tap Disable.

You will be asked to confirm your decision to disable two factor authentication and warned that your account is more secure with two-factor authentication enabled.

Company Requirement for Two-Factor Authentication

A company may decide to require all users to use two-factor authentication to log in.

The company's account administrator can turn on the requirement for two-factor authentication, which means each user will need to follow the steps outlined in this article to turn on two-factor authentication for their own account.

The administrator can also see which users have enabled two-factor authentication, which is indicated with a 2FA badge on each user's row on the Users tab. The same badge will also show on the row for each device that has logged in using two-factor authentication. Note that existing devices are not forced to reauthenticate when turning on two-factor authentication, so the user would need to log out and log in again on a device for it to show the badge.

Wrap Up

Two-factor authentication lets you enjoy peace of mind, knowing your Daylite data is protected. You are the only one who can access your account, even if someone else knows your password.

Learning to say no to a client that is asking for "just one more thing" can often be difficult. You feel like you are forced to say yes, even though your plate is already too full to handle. Maybe you say yes because you are afraid to alienate a client, but you have to balance that "yes" with the knowledge that something else may have to take a lower priority.

Daylite's Worklist gives you visual reminders of your top priorities, helping you to stay better organized.

What is the Worklist?

The Worklist groups your top priorities for today in one location, making them easily viewable. It's important to be realistic about what you can do in a day, and that's why you want to keep this list focused and small. Try to limit your Worklist to a maximum of three to five Tasks. If other items come up that take priority, review your Worklist and decide which ones need to be removed. By keeping your Worklist small, you can stay focused on your day's most important Tasks.

How to Add a Task to the Worklist

When you select either an existing Task or create a New Task, you can add it to the Worklist by clicking the pin icon within the Task itself.

A Task that is in the Worklist will have an orange pin icon. When a Task is no longer a priority, click the pin again to remove it from your Worklist.

How to View Your Worklist

After you add a Task to the Worklist, you can view it immediately under the Today Tab.

Wrap Up

When prioritizing your Tasks and focusing on the most important things becomes second nature, your ability to execute on your plans will increase exponentially. Thanks to Daylite's built in Worklist, you're able to easily see what you've committed to and which Tasks are most important.

If you have ever had to reset a forgotten password you are definitely not alone. According to a recent study, many people create and manage up to an astonishing 100 passwords. With that many passwords to juggle it's no wonder one or two might be forgotten. This is the reason that passkeys exist.

Passkeys is the new industry standard for secure sign in to your apps and websites without using a password. Daylite has adopted passkeys to give you a simple and secure way to sign in. Passkeys are stored in Apple's iCloud Keychain so they are securely available on all your Apple devices.

There are two system requirements to use passkeys:

• You must update your Apple device to iOS 16 or macOS 13 Ventura.

• You must enable Two Factor Authentication.

Adding a Passkey

To add a passkey to your Daylite account open Safari on a device logged in to your Apple ID with iCloud Keychain turned on.

You can add a passkey using these steps:

Sign into and select My Info.

Passkeys requires you to turn on Two-Factor Authentication. This ensures your account is secure, and offers an alternative login method, using your password and verification code.

Once Two Factor Authentication has been enabled you will see Passkeys as an additional option under Security. Click Add a Passkey.

You will be prompted to save a passkey to Apple's Cloud Keychain, by first verifying your identity with Face ID, Touch ID, or your device password. Passkeys will now been enabled on all your Apple devices.

Using a Passkey to Sign In

To begin using passkeys to sign into your device, you must be logged into your Apple ID with iCloud Keychain turned on.

Open Daylite and click the email field in the Log In view, then select the suggested account above the keyboard. Follow the onscreen instructions to verify your identity with Face ID, Touch ID, or device password.

You are now logged in to your account using your Passkey.

Turning Off Passkeys

Sign in to Account Manager and select the My Info tab, then tap Disable under the Passkeys section.

Wrap Up

If you are tired of trying to remember all your passwords, or have been forced to reset one recently, then passkeys is exactly what you need to keep your workday running smoothly.

Help keep your business data safe and set your mind at ease by turning on passkeys and T in Daylite.

Customer referrals are an excellent sign that you are doing something right. Strong relationships are one of the cornerstones of a successful business, and when you make a good impression on people you’re likely to get more referrals.

Daylite helps you build strong relationships by letting you see how many referrals your clients are sending you. Acknowledging your best referrers for the business they’ve given you encourages even more referrals, building your "book of business" through the referral process.

Adding a Referral to a Contact

The easiest way to capture a referral is to create a new Contact for the referral, and then link the referrer to that Contact.

Create a new Contact for your referral by tapping the New Object button and selecting New Person.

Fill in the details for your new referral then tap add link and choose Person to select the existing Contact who referred you to the new Contact.

Select was referred by from the Relationship menu. You can set up your own custom Relationships in the Daylite Settings.

You can now see who referred your new Contact by scrolling down to People in the Details pane. Click the arrow button beside the referrer's name to view the Contact.

You'll notice that the Detail Card of the referrer Contact now also shows who they referred.

Wrap Up

Tracking referrals can catapult your business to whole new levels, making you stand out in your client's eyes.

If tracking your referrals is important to your business, you may also want to consider engaging a Daylite Partner to help you customize reports and integration based on your specific needs.

You can to be paired with the right partner for your needs.

Hiring the right candidate for an open position can be a time consuming, and often daunting endevour. You and your candidate both have a lot riding on this process.

With Daylite, you can track all your candidates, keep your correspondence in one place, and even streamline your onboarding process.

Tracking and Screening Candidates

Tracking and screening candidates can be hard. You may be receiving emails from candidates sourced from multiple job posting websites, each with their own resume. It's a lot to track. If you’re hiring for multiple positions, sorting everyone out can seem impossible.

Fortunately, with Daylite, you can easily manage and track your candidates.

Add your Outlook account to Daylite for the iPhone.

1. Tap Mail on the toolbar

2. Tap Add Account

3. Next, select Outlook.com from the list of account types.

Add your Yahoo account to Daylite for the iPhone.

1. Tap Mail on the toolbar and select Add Account

2. Next, select Yahoo from the list of account types.

Every single author will tell you the first page is always the most difficult. It's a blank slate, just waiting for you to fill. It can be scary, but it can also be exhilarating. Starting a new Project might feel the same way at first, but Daylite makes it easy.

Whether deliverables for customers or internal initiatives, Daylite helps you execute on your plans by keeping everything in one place.

Starting A New Project

There are a few different ways you can create a new Project in Daylite, depending on where you are in the app.

First let's look at different ways you can start creating a Project, and then we will walk through filling in the details and look at what you can customize.

Starting a New Project from the New Item Button

The first way to start a new Project is to select either My Projects or All Projects from your Tabs.

Select the + button, otherwise known as the New Item button.

Starting a New Project from Contacts

You can create a Project from a new or existing Contact. For example, if you were on the phone with a client and wanted to create a new Project for them, this would link the new Project to the Contact.

Choose People from your Tabs and select an exisitng Contact.

Select the Details View, then scroll down to + Add Link.

Select Project from the Link To menu.

Starting a New Project from Email

Email is one of the most common ways a Project starts. It allows you to capture new Projects straight from your inbox, and link the relevant email so you can reference it later from the Project Activity.

If you would like to add an email Contact to Daylite, tap Add to Daylite. This will then change to In Daylite, which indicates that the current email Contact has been successfully added to Daylite.

Tap + Add Link and select Project. Fill in the details of the Project and save it. The Project is now linked to this Contact record, and a small hammer icon appears next to the Project. You an view the details of the Project by tapping on it.

Add the Details

Daylite gives you a lot of fields for your Projects. Just remember, you don't have to fill them all at once. Take your time, and fill in only the fields you have the information for. As your Project takes shape, you can fill in more and more details.

Use the information you have now, and as you improve your processes, start using the different fields as needed.

The Basics

• Every Project should have a name, start date, and due date, as well as a description of the Project in the details field.

• You can enter a Keyword and Categories for your Project.

• Assign a Pipeline so it shows up in the Projects Board.

Once you have the basics down, it is time to classify the Project. Classifying your Projects is where Daylite sets itself apart. With and , you can sort, filter, and segment your Projects to learn what kinds of Projects you are managing the most, and determine how to increase your productivity. With you can quickly identify who on your team is responsible for what, and who you should speaking with at a company.

Assign a Category

A Category is the top-level classification. A Project has only one Category, so think about how you want to organize your Projects.

Here are a few examples of how you can categorize your Projects:

• Product or service

  • Personal Coaching

  • Group Training

  • Speaking Event

Assigning Multiple Keywords

Keywords are a more flexible way to classify your Projects. A Project can have as many Keywords as you want, so you can use them for multiple reasons. To add Keywords click on the + button next to Keywords and type the Keyword you want to add.

Here are a few examples of how you can use Keywords to classify your Projects:

• Objectives

  • Website Revamp

  • Customer Acquisition

  • Increasing Customer Satisfaction

Assigning Roles and Relationships

By assigning a Role and a Relationship to the People or Companies associated with your Project, you can ensure that when it comes time to reach out, you know you are talking to the right person.

To set up Roles and Relationships that are relevant to you, navigate to Settings > Roles and Relationships. You can set up a Person Role, a Company Role, and Relationships.

Wrap Up

With all the details about a Project now in one place, your team has the tools to execute your plans and take your business further.

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.

Capturing New Contacts 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

For some businesses, capturing new leads means writing names on a whiteboard, while others use spreadsheets or even scraps of paper. If you truly want to grow your business, you need to have a better system to remember all those details for you.

Daylite gives you an entire tool box to do exactly that. Tracking your leads, organizing all the moving pieces, and streamlining your sales process begins by capturing new business in Daylite.

Regardless of which device you use to capture new business, Daylite is right there to help keep you organized. Enter a Contact's information on one device, and instantly access it from another. It really is that easy.

Create a New Contact

Whether you are at a business meeting, a trade show, or just having a conversation in an elevator, the Contacts and Opportunities you create while on the go will sync with your other Daylite devices, so you always have the most up to date information.

For a Project to run efficiently, and be completed on time, everyone needs to know what is expected of them, who is involved in the Project, and the timeline. You can track progress, organize your Tasks, and improve your efficiency by using Daylite to streamline your Projects. Improve your workflow by having everything in one place, a simplified process, and a team that understands what's expected of them.

Staying Focused on Tasks with Pipelines

Pipelines help you visually track which Stage each Project is in, or act as a guide to make sure you or your team are following each step in order.

Focus on the right things at the right time by defining each Stage of your Project. By building Pipelines for your Projects, you can ensure your process is completed in the right order.

It can be tough letting go of the reins, trusting that the project you worked so hard on is safe in somebody else's hands. Learning to delegate is an important skillset, especially if you are a manager.

With Daylite, you can delegate Tasks while still maintaining oversight on the entire project.

Delegating Tasks With Daylite

When creating the Task, follow the steps below to delegate it to someone else:

The Opportunities Board lets you visually track how many Opportunities are in your Sales Pipeline, see where each of your Opportunities are in the process, and helps you easily prioritize your most urgent or valuable Opportunities first.

Opportunities Board Overview

The Opportunities Board offers an overview of how your open Opportunities are moving through each Pipeline, and helps you identify which ones you should focus on.

The Opportunities Board is located under Opportunities in the All Tab.

It is comprised of:

1. The Pipeline Filter.

2. The Opportunities and Total Value Count.

3. Sort and View Options.

4. Filters.

5. Stages.

6. Opportunities.

How the Opportunities Board Can Help

The Opportunities Board lets you see at a glance where there may be gaps in your current Pipeline process. This view can help identify areas of concern, such as deals that are stuck at a particular stage, so you can focus on moving them along.

In the example above, there is only one Opportunity under Not Started, meaning this may be an area you want to focus on to increase the number of Opportunities in this Pipeline.

How Pipelines Work

Viewing a Pipeline

The Opportunities Board can show only one Pipeline at a time, since the Stages for each Pipeline are different.

Select the Pipeline you would like to view by clicking the Pipeline filter.

Setting Up Pipelines in Daylite Preferences

The Opportunities Board is tied directly to the Pipelines you create in Daylite Preferences.

These Pipelines can only be created and edited from Daylite for Mac.

1. In Daylite for Mac, navigate to Settings > Pipelines.

1. Select the + button to enter Pipeline information.

1. Select New Stage to create a Pipeline Stage.

2. Choose + Add Stage to create additional Stages.

1. Select New task to create a Task that needs to be completed for each Stage.

1. Select New appointment to create an Appointment that needs to be completed for each Stage.

1. Select due and set the date to either after the stage starts, or before it ends.

After setting up your Pipelines on your Mac, select the Opportunity Board from the All Tab on your iOS device.

The Pipelines and Stages will match what you have set up in the Preferences menu.

Setting a Pipeline and Stages for a New Opportunity

An Opportunity must have a Pipeline assigned for it to be included in the Opportunities Board view.

There are two ways to do this.

The first is to set the Pipeline and Stage when you are creating a brand new Opportunity.

The second way to assign a Pipeline and Stage is from the Opportunities Board itself.

Begin by navigating to the Opportunities Board and select an Opportunity you would like to assign a Pipeline and Stage to.

Viewing Opportunity and Total Value

You can see the total number of Opportunities you have in the selected Pipeline, as well as their combined total value here.

Moving Opportunities to the Next Stage

You can move your Opportunities to the next Stage in your Pipeline by dragging them from one Stage to the next.

Dropping the Opportunity onto a Stage's title prompts an Advance Stage window that lets you verify or change the Start Date, create Tasks and Appointments, and leave Notes.

Updating an Opportunity's State

The Opportunities Board only shows Opportunities that are in an Open state. Opportunities in any other State will not be shown here, but are viewable in the Sidebar under All Opportunities. That is also why Opportunities disappear from the Opportunities Board when you change the State to Lost or Abandoned for example.

As you begin to move your Opportunity from one Stage to another, there are four different States that appear at the bottom of the Opportunities Board. These States are:

• Lost

• Abandoned

• Suspended

• Won

Dropping an Opportunity onto any of these States prompts a window at the bottom of the Board to appear, which lets you verify or change the State as well as select a reason.

The State is automatically updated in the Details and Activity View.

Filters

Using filters is a great way to narrow your search and find what you are looking for quickly.

The Opportunities Board lets you filter by:

• Owner - This option filters Opportunities by individual Owner, or view All Owners at one time.

• Forecasted Close Dates - This option filters Opportunities by the date the deal should close by. You can look at forecasted close dates up to a year, both past and future.

• Create Dates - This option filters Opportunities by the date the Opportunity was created, up to a year, both past and future.

• Category - This option filters Opportunities by Categories, which can be designated in Daylite Preferences.

View Options

View Options allows you to hide or show certain information from an Opportunity's card, to help you focus on what is most important to you.

Sorting Your Opportunities

You can change how you view Opportunities by clicking ↑↓ Sort and choosing from the following:

• Forecasted Close organizes each Opportunity in their Pipelines, so you can see when a sale is scheduled to wrap up.

• Created organizes each Opportunity by the date you created it.

• Name organizes your Opportunities alphabetically.

• Priority organizes your Opportunities by priority.

Viewing an Opportunity Card

You can view an Opportunity's Linked People and Companies here. If you would like to change these values, tap the Opportunity Card and then select edit.

You can view an Opportunity's Value and Probability of Closing here. If you would like to change these values, tap the Opportunity Card and then select edit.

If an Opportunity has an upcoming Task or Appointment a notification will appear here. Tap the Opportunity Card to either view or create Tasks and Appointments.

The Opportunities Board tells you how many days an Opportunity has been at the current Stage. This feature helps identify which Opportunities may be getting bottlenecked, and how best to move them along to the next Stage. Moving the Opportunity to the next Stage resets this number.

On a scale of 1-10, how important is this Opportunity? You can quickly view the Opportunity's Priority here. Tap the Opportunity Card and select edit to change this value.

You can quickly see who owns or is assigned to an Opportunity by looking at the bottom right side of the Opportunity Card. If applicable, a small photo of the owner will show.

Wrap Up

The Opportunities Board offers an exciting new way to view every Opportunity at each Stage in your Pipeline.

You can view your entire Pipeline at a glance, to help identify areas of concern, focus on your top priorities, and close more deals.

The Projects Board helps you visually track how your Projects are progressing, identify the bottlenecks, and prioritize what’s most important so you can always deliver on your promises.

Projects Board User Guide

The Projects Board offers an overview of how your Projects are moving through each Pipeline, and helps you identify which ones you should focus on.

The Projects Board lets you see at a glance where there may be bottlenecks in your currently in-progress Projects. This view can help identify areas of concern, such as Projects that are stuck at a particular Stage, so you can focus on moving them along.

The Projects Board is located in the All Menu