Add your AOL account to Daylite.

1. Go to Daylite > Settings > Mail > Mail Accounts and select Add Mail Account.

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

3. Enter the email address of your AOL account.

To turn on AOL 2-Step Verification:

1. Log into your AOL mail account and choose Security > 2-Step Verification.

2. Once 2-Step Verification has been enabled, click Generate app password.

1. Enter "Daylite" as the app name, then choose Generate password.

1. Copy the App Password that has been generated and paste it into the Password field in Daylite. Click Next to finish adding your AOL account to Daylite.

Add your Office 365 account to Daylite.

1. Go to Daylite > Settings > Mail > Mail Accounts and select Add Mail Account.

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

3. Enter the email address of your Office 365 account.

Add your Outlook account to Daylite.

1. Go to Daylite > Settings > Mail > Mail Accounts and select Add Mail Account.

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

3. Enter the email address of your Outlook account.

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.

Importing your Apple Contacts into Daylite

Apple's Contacts application is built right into macOS. It is easy to import People and Companies from Contacts into Daylite, whether you're importing some Contacts, all Contacts, or just a specific group into Daylite.

1. In Daylite, select File > Import > Import Contacts.

1. Next, choose Import from Contacts app.

1. During the import process, you can assign specified Categories to your Contacts as you import them. For example, you could choose to assign a Category of Client to the first batch of imports, and Prospect to the next batch. Once these Contacts have been successfully imported, their Category will be updated automatically.

1. Select the Contacts you wish to import and then click the blue Import Contacts button.

Congratulations, you have successfully imported your Apple Contacts. Please note that only New Contacts are added. Daylite will update any dupliate Contact records.

Importing your Google Contacts into Daylite

You can also import Google Contacts into Daylite.

1. Log into , select the contacts you want to export and click Export on left hand column.
2. Choose vCard (for iOS Contacts) and click Export.
3. Open Daylite and choose File > Import > Import Contacts.

1. Select Import vCard from the list.

1. Navigate to your Downloads folder, select the .vcf file, and click Open.

Importing Other Formats into Daylite

If your contact manager or CRM doesn't support vCard exporting, or you are managing contacts in a spreadsheet, you can still import contacts into Daylite using the Import from Spreadsheet option. Microsoft Outlook for example uses a Comma Separated Values format, also known as a .csv format.

1. Open the contact application you are currently using and look for the option to Export.

1. Choose the format you wish to export to the Downloads folder. In this example, Microsoft Outlook does not give you an option to choose.

1. Open Daylite and choose File > Import > Import from Spreadsheet (CSV, TSV).

1. Click Browse and navigate to your Downloads folder. Select the file your application uses (.csv in Microsoft Outlook's case) and click Import.

Wrap Up

With your Contacts in Daylite, you can start exploring the interface and see how Daylite can take you further. Keep up the momentum and add your to Daylite, then start sharing your 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

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.

1. Select the Opportunities Board from the Sidebar, then click the Pipelines filter to select the Pipeline you want to view.

All of the Opportunities assigned to this Pipeline are now shown.

The Opportunities Board also lets you filter your Opportunities by Owner, Forecasted Close Date, Date Created, Categories and Type.

Tracking Deals by Owner

If you're a sales manager, you need to be able to track your team's deals quickly and easily. You also want to see how many deals each salesperson is assigned. Thanks to Daylite's Opportunities Board, you can track each deal's sales cycle across your entire team, with a few simple clicks.

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

Tracking Deals by Forecasted Close Date

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

Tracking Deals by Creation Date

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

Tracking Deals by Categories

Click on the Categories filter to view Opportunities by the categories that you set up in Preferences, such as Gold, Silver, or Diamond Services.

Tracking Deals by Types

Knowing how an Opportunity was generated is an important step to understanding where your advertising budget should be targeting.

Click 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.

Add your IMAP email account to Daylite.

1. Go to Daylite > Settings > Mail > Mail Accounts and select Add Mail Account.

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

3. Enter the email address and password of your email account.

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

When you start using Daylite for the first time, the calendar is a blank slate, waiting to be filled. You probably have schedules full of meetings, appointments and time blocked off for work, all of which are currently in other calendars, and all of which need to be imported into Daylite.

Before you learn about Daylite's powerfully integrated calendar functions, you will need to turn on Calendar Integration in Daylite. This way, you can view all of your calendars from other applications in Daylite, and also let other calendar applications view your Daylite calendar entries.

Showing Other Calendars in Daylite

The ability to show all of your calendar entries from other apps is one of the great integration features of Daylite. Follow these steps to get started.

Sending out personalized letters to mark holidays or special events is an easy way to stay top of mind with your customers. But it’s tedious to organize all your customer's names and mailing addresses and you don't want to do this part by hand.

Daylite makes it easy to choose specific people and print out your contact list with Filters and Print Labels.

Printing contacts as labels

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:

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.

If you find yourself somewhat limited using Microsoft Outlook to file, manage, and organize your email messages, you can improve your Outlook experience with Daylite for Outlook.

Daylite for Outlook allows you to add emails to your Contacts, Client Projects, and Sales Opportunities directly from your Outlook inbox. This means that instead of trying to manage your emails by creating numerous folders, or possibly overlooking them in your inbox, you can save all your client history in Daylite, where it's conveniently linked to the appropriate Contact, Project, or Opportunity for future reference.

Installing Microsoft Outlook on your Mac

• To begin, you will need to install Microsoft Outlook from the App Store.

• Open the app, and enter the email address and password you wish to add to Outlook.

• If you are adding a non-Microsoft account click Continue when you're prompted to sync your messages to the Microsoft Cloud.

• If you choose to Sync directly you will not be able to install Daylite for Outlook, or any other add-ins. For more info, see .

• Outlook will now display your email accounts on the left hand side of the app.

Installing Daylite for Outlook

Daylite for Outlook is what we refer to as an add-in. This means Daylite acts alongside Outlook, blending in seamlessly with the app to give you the very best experience possible.

• Select an email account, then tap the ... icon and choose Get Add-ins.

• If the Get Add-ins row is greyed out and you can't click it, make sure you set up your email account in Outlook correctly. See the section above "Installing Microsoft Outlook on Your Mac".

• You will need to add the Daylite add-in from the Office Add-ins page. Begin by searching for "Daylite" and clicking it from the search results.

• Install the Daylite add-in by clicking Add.

• Now that you have added the Daylite add-in to Outlook, select an email message.

• Select the ... menu and choose Daylite.

• The pane will now be displayed on the right hand side of Outlook.

• Be sure to click the Pin icon so that the Daylite pane will remain open at all times. If the Daylite pane isn't pinned, it will close each time you select a different email.

• Select Connect to Daylite to link your Daylite account to the Outlook app.

• Daylite for Outlook asks for your permission to access your Daylite account.

• Once this is done, you can now add your Outlook emails to Daylite!

Taking a Tour of Daylite for Outlook

How can Daylite for Outlook make your business more productive?

Let's say you attended a trade show this past weekend, where you handed out brochures with your contact information on them. This morning when you checked your inbox there was a message from one of the attendees, asking about your services.

• Click the grey + Add to Daylite button to add this email message to Daylite.

• Once added, this button will change to orange, and now says In Daylite.

• Daylite will scan the participants of the message and the attendee would appear in the Daylite pane as a Suggested Contact.

• Click the Suggested Contact's name to add them as a Contact to Daylite.

• Now you can enter in all of the information you have on hand for this New Contact. Don't worry, you can always update this Person record as time goes on.

• Click Save Person when you are done.

Adding New Projects, Opportunities, Tasks and Appointments

When adding a new Contact to Daylite, you may wish to add them immediately as a New Opportunity, or maybe you have a meeting scheduled with them and want to create a new appointment from this email.

• Click which Object you want to add to the email and fill in the appropriate information.

View Your Email History in Daylite

If we continue the example above, now that you have used Daylite for Outlook to create a new contact and add the email to Daylite, it is now time to see what exactly that looks like in Daylite.

• Daylite links the "Trade show follow up" email to the new Contact's record. You can view the email chronologically in the Activity View.

• Double-clicking the email opens it in a slide-over view where you can see the full email content.

Adding a Composed Email to Daylite

Daylite for Outlook doesn't just keep track of email you receive, it can also add email messages you compose and send. You can link and create all the same things, too, including Contacts, Projects, Opportunities, Attachments, Tasks, and Appointments.

• Before you begin to compose your new message, remember to select Daylite from the … menu and pin it to the Outlook sidebar.

• Click the New Mail button in Outlook.

• Click Add to Daylite to link the email to the Contact's record in Daylite.As you add recipients and attachments to your email they will appear in the Daylite sidebar as greyed out Suggestions, as well as any associated Projects or Opportunities.

• You can click the Search button if you need to link additional items to the email.

• If any of these items are not added to Daylite after clicking the Add to Daylite button, you can manually add them by clicking on the individual Item.

• Attachments will also appear in grey, which means they have not been added to Daylite yet. Click on the attachments to add them to Daylite. They will change from grey to blue.

Creating that "personal touch" with each of your customers helps keep you Top of Mind, but typing a personalized email every single time can be daunting and unrealistic. Eventually, your Contact list becomes too large, and you need a way to send a large number of emails, often referred to as bulk emails.

Daylite helps you grow your reach AND stay top of mind, saving you time while staying personal with Letter Templates.

Creating Letter Templates

Letter Templates let you send emails that are personal, but also scalable as your contact lists grow. They do this by allowing you to write a standardized email while pulling information directly from Daylite so it's both personalized and specific to the person you're sending it to.

Here's how you make a Letter Template:

1. Along the menu bar choose Daylite > Preferences.

1. Select Letter Templates.
2. Click the + button to add a new template. Give the Letter Template a name, and double click to edit.
3. Fill in the Letter Template accordingly.

Here is a sample Letter Template you can use. You can copy/paste the text below and customize as needed. Replace the bolded text with your own content.

Sending an Email using Letter Templates

When you want to send an email to either one individual or a group of people, select them from your Contact list, then:

1. Along the menu bar choose Edit > Merge > Write Letter in Daylite
2. Select the letter template you wish to use.

3. In Title field, type the subject you want to use for your email.

Review the email and, when ready, send the email to your selected contacts.

Congratulations! You have just created and sent your first Letter Template.

For even more powerful email integration, check out the for MailChimp integration or the

Wrap Up

You've now created your first letter template. To take it to the next level, learn how to create a follow-up schedule in

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.

With Daylite, you can create dashboards that will show you what Tasks are due within any time period you want. When you create Task dashboards, you can stay on top of your Tasks and make sure you always meet your deadlines.

Creating a Task Dashboard

When it comes to organizing your Tasks, Filters are key. Filters show you only the Tasks you want to see, by showing or excluding Tasks with certain properties. When you save your filter, it becomes a Smart List, which is a list that updates all on its own. You can use this list as a dashboard for your Tasks.

Tasks Due This Month

1. Click All Tasks.

2. Click the Filter icon.

1. Set your first filter to Created by Current User.

2. Click + to add a new filter.

3. Set your next filter to Status is Open.

4. Click

Your Filter should look something like this:

Once you're happy with the filter, click Save As Smart List and name it accordingly.

You can create whatever dashboards you need to have the oversight over your Tasks, and the Tasks of your team.

Wrap Up

Focus on the future and feel less stressed over looming due dates by staying on top of them. Create a Due This Month Dashboard and execute on your plans. Now you're ready to create reminders for those due dates so you can get notified when things need to get done in

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's source to an Opportunity

In Daylite, you track your deals by creating Opportunities. If you haven't created an Opportunity, check out How to Capture New Business first.

Your deal source is where the lead heard about you. Here are a few examples:

• Referral

• Trade Show

• Social Media

Before you are able to track your sources, you need to create those options in Daylite.

1. From the menu bar click Daylite > Preferences

2. Choose Opportunities

3. Click + and type the name of the source

When you have a new potential deal, create a new Opportunity in Daylite and click Type, and then select the source.

Analyzing your sources

Now that you're tracking your deals by source, you can use Daylite Reports to show you which sources are helping you acquire the most amount of new business.

For more ways to use Insights to measure your deals, read

1. Select Reports

2. Select Opportunity Analysis

3. Choose your date range

4. Click Run

Reading the Opportunity Analysis Report

Which sources are generating the most and least leads

You can't close deals in a market that doesn't exist. That's why knowing where the most leads are coming from is a powerful tool in determining whether or not a source is worth continuing with.

Which sources are generating the most and least revenue

How do you know if your marketing dollars are working? You need to be able to track the revenue you earn on Won Deals and clearly see which ones are generating you the most and least amount of revenue, and whether you're getting an ROI on your marketing.

Wrap up

By tracking the source of leads for your business and reporting on trends, you can identify which sources are generating the most new business. These insights will help you make better decisions for your business.

In a business, decisions are made every day, but many people don't document why they were made. This blind spot creates serious risk when the issue comes up again and no one remembers why they went down a certain path.

When you use Daylite to help remember your decisions, you will always stand on firm ground when you're considering a change of direction.

Document Your Decisions

The first step to documenting your decisions is to create a Note Category. This will help you differentiate decisions from other types of Notes, and allow you to create filters and Note lists.

1. Choose Daylite > Preferences then select Categories.
2. Select Notes.

3. Click the + symbol to add a new Category and name it Decisions.

Gather Decisions in One Place

Next, you can gather all your decisions in one place with a Note Smart List.

1. In the Daylite Sidebar select Notes.

2. Click the Filter button.
3. Set your filter to Match all.

Share Your Decisions

Documenting your decisions in a Decisions Smart List is a great way to stay focused, but what if you want to share your new Smart List with your team?

Sharing Smart Lists is quick and easy.

1. Hover your mouse over the Decisions Smart List icon on your sidebar.

2. Click Shared With and choose who you would like to share your Decisions Smart List with.

Now everyone on your team will be able to trace back any past decisions, as well as contribute to the current decision making process.

Wrap Up

The sum of a business often comes down to the decisions made over its history. Documenting your decisions allows you to look back at those pivotal moments, helping you to understand and make better decisions in the future.

It is important to ensure that when inviting people outside of your company to meetings all logistics and details get into both of your calendars, so everyone remembers to be there and has the information they need. Daylite allows you to add external people as invitees to the appointments you create, sends them an invitation by email, notifies you of their responses, and records their replies in Daylite - keeping everything in one place so nothing falls through the cracks!

The Meeting Invite functionality within Daylite -

• Is compatible with all popular services (including Outlook and Microsoft 365)

• Notifies you when someone replies to the meeting invitation

One advantage of staying Top of Mind is you don’t always have to chase leads, because business often comes to you.

Daylite has the tools you need to stay top of mind with your customers, by keeping all that new potential business organized, with email templates and list building capabilities built right in.

Writing a Letter Template

Letter Templates are the number one way to save time when staying top of mind with your prospects. Letter Templates give you a way to consistently message groups of people, while still giving them your own personal touch.

Here is an example of a Letter Template that uses a Contact’s first name and their phone number kept in Daylite.

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.

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.

Your Contact list is made up of many different groups, each Contact has a different relationship with you, and each group is always changing. Keeping up with those changes can feel like a full time job. So how do you segment your Contact list in order to keep up with you?

In Daylite, you can segment your Contact list with filters. Save these filters, and they will automatically update whenever a Contact changes.

Creating Contact Segments

There are an infinite number of ways to segment your Contacts. The following example demonstrates how you could target people who you haven't been in contact with.

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.

Add your Yahoo account to Daylite.

1. Go to Daylite > Settings > Mail > Mail Accounts and select Add Mail Account.

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

3. Enter the email address of your Yahoo account.

Daylite integrates with Zoom, Google Meet, and Teams to streamline the process of scheduling and joining video calls. When creating a meeting in Daylite, you can generate a meeting link directly from the appointment. This link is automatically added to the meeting and shared with attendees—both internal and external—through calendar invites and emails. Once the meeting is scheduled, joining is as simple as clicking the link from your Daylite calendar or the appointment details.

Add Video Conferencing Integrations

Before you can add meeting links to appointments, you need to connect your video conferencing account to Daylite.

Add a Meeting Link to a Daylite Meeting

Once configured, you can add a meeting link directly from any appointment in Daylite.

1. Create a new or edit an existing Daylite appointment.

2. Click the Meeting Link dropdown.
3. Choose the video conferencing you want to add to your meeting

4. A placeholder will appear in the appointment details, once the appointment is saved the meeting link will be created.

Joining a Meeting From a Daylite Appointment

There are two ways to join the meetings from Daylite.

The first option is to click the Join button on your appointment in the Daylite calendar.

The second option is to click the Join button from the appointment details card.

Remove a Meeting Link from a Daylite Meeting

If a meeting no longer needs a meeting link, you can remove it directly from the appointment in Daylite.

1. Open the appointment in Daylite.

2. Click the Meeting Link dropdown.

3. Select Remove.
4. Save the appointment.

After syncing, the meeting link will be deleted from your video conferencing account.

Disconnect Video Conferencing Integration

You can disconnect a video conferencing service from Daylite at any time. This will remove Daylite’s ability to create meeting links for that video convernecing service.

Disconnect from Your Daylite Account:

1. Go to Daylite > Settings > Account in the Daylite menu.

2. Click the Manage Conferencing... button.

3. Daylite will load your account's Conferencing settings in your default browser.

4. Open the configuration dropdown menu next to your video converencing service and click Delete.

Disconnect from Your Video Conferencing Account:

Either approach will immediately remove video conferencing from your Daylite account and Daylite will no longer be able to create meeting links. Existing meeting links will remain active and continue to work as long as your video conferencing account remains active and the corresponding meetings are not deleted.

Troubleshooting

It is possible for Daylite to be unable to generate a meeting link and will notify you via-Push Notification if there a problem. If you receive a Push Notification informing you of an issue generating a meeting link follow these steps to resolve the issue:

1. Click the Push Notification alert.

2. Daylite will present the alert in the Notifications popover. Click the More... button of the alert to be presented with the details of the appointment affected by the error.

3. In the meeting link info box details about the error will be presented. First attempt to resolve the issue by clicking Retry in the meeting link dropdown menu.

4. If the error persists, you will receive an additional Push Notification indicating an error. In this case click

If you continue to experience issues with meeting links please contact our .

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. Tasks with reminders are 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.

Automatic Reminders

Automatic reminders make sure you don't forget to add a reminder to your Tasks. This lets you focus less on remembering to remember, and more on driving your business.

1. Choose Daylite > Preferences and choose Notifications.
2. Click Tasks.

3. Click None and select on due date so you get a new notification.

4. With the date and time picker, choose when you want a reminder.

5. Select the checkboxes labelled New Tasks and appointments I create,Receive items through delegation or invitation, and Disable reminders for tasks marked as Done.

Create Tasks To Follow Up

1. The easiest way to create a new Task is the New Item button. This button will change depending on what you're viewing in Daylite, so to create a new Task, click My Tasks from the Sidebar, then select + New Task.
2. Your task will now have a reminder added by default. You can change the reminders here if they don't fit your needs.
3. Click the

Now that you have a reminder assigned to your Task with a due date, you have peace of mind knowing that you will get notified to follow up by Daylite no matter when it is due.

Following Up On Reminders

1. When a reminder comes due, the notification bell in Daylite turns red and the Daylite icon on your Dock shows how many pending notifications you have.

Click on the notification bell, and you will see your reminder with the name of your Task and these options:

1. Status checkbox: Click if the Task is completed.

2. More: Go to the Task in Daylite for more details.

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

4. Dismiss

Reminders That Follow You

Even if you are not in Daylite, push notifications will remind you on your Mac, iPhone and iPad.

1. You can customize push notifications in System Preferences for macOS. Select the Notifications icon.
2. Turn on Allow Notifications.
3. You can also turn on Daylite notifications in the Settings for your iPhone and iPad.

Tracking Follow Ups On Your Calendar

Tasks and Opportunities can appear on your Calendar and Home screen. This way you have a visual reminder when a Task is due or deal should close. Opportunities don't have Reminders like Tasks, and instead use forecasted close dates. For more on using Opportunities to track new business, check out

To add Tasks and Opportunities to your Calendar:

1. Click My Calendar.
2. Click the Calendar View Options.

3. Select Show Tasks and Show Opportunities.

Make The Home Screen Your Daily Dashboard

The Home Screen acts as your daily and weekly dashboard. Overdue Tasks and Opportunities, as well as ones that are due within the next week, will appear on your Home Screen.

Make a habit of reviewing the Home Screen every day. First, check for anything overdue, then prepare for the week by reviewing what is due in the next 7 days.

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

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

1. Choose Daylite > Settings and select Users and Teams.
2. Click the + in the lower left-hand corner.
3. Click Manage Account....

After you click Manage Account... your browser will open to Account Manager. Please note that you must have empty seats available to invite people to join. If you have more than one person to add, repeat the steps in Account Manager until you have invited everyone.

1. Click Invite New User.
2. Type the email address of a person you want to invite to Daylite.

3. Click Send Invitation.

Accepting a Daylite Invite

Ask your team to check their inbox for the invite and have them do the following:

1. From the invite email, click Accept Invitation.
2. Enter your email and password, then click Sign In.
3. Follow the Welcome instructions.

Install and Log in to Daylite on the Mac

1. Navigate to the Downloads folder and drag the Daylite application to the Applications folder to install.

Follow the steps within the installer. Once the application has been installed, log into your account with the email address and password you used to create your account.Installing Daylite on an iPhone or iPad

Your team can also log into Daylite on their iPhones and iPads. While they should have received these steps by email, you can send them the steps here:

1. Open the iOS App Store.

2. Search for Daylite and tap Get.

3. Open Daylite and log into your account with the email address received and password you used to create the account.

Wrap Up

Daylite will help your business increase communication and your team will work together better. By adding your entire team you can build and nurture more relationships, close more deals, and execute on your plans.

Take your business further and get ready to scale by .

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.
4. Enter the name of the app or person you’re sharing with, then click Generate

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 the Mac

1. Open Calendar and click Calendar > Add Account
2. Choose Other CalDAV Account... and click Continue
3. Change the Account Type to Manual

Once you've entered your app-specific username, password, and server details, your Daylite calendar will be added to Apple Calendar. Your appointments will now sync automatically, keeping your schedule up to date across your devices and apps.

Make Daylite your Default Calendar on the Mac

1. Navigate to Calendar > Settings > General.

2. Click Default Calendar and choose Daylite.

Remove Daylite Calendar Sharing on the Mac

If you no longer want your Daylite calendar to appear in the Calendar app on a device, you can disable calendar sharing. This removes the calendar from the device's Calendar app, but doesn't delete them from Daylite.

1. Go to the Calendar app on your Mac

2. Choose Calendar > Accounts, then select your Daylite account you want to delete

3. Click - at the bottom of the account list

4. Log into

Add Your Calendar to Apple Calendar on iOS and iPadOS

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 the iPhone or iPad

1. Navigate to Settings > Calendar on your iPhone or iPad.
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.

Following up on emails, phone calls, and conversations between you and your client is critical to your success, but how effectively do we keep track? 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 with the Daylite Mail Assistant window.

Thanks to this window makes capturing, and linking emails to a Person as easy as the click of a button.

1. Navigate to Daylite > Settings > Mail Assistant.

You can choose add emails to Daylite manually or automatically. You can also choose to link or unlink Items when an email is added to Daylite. This will include any Items when you send or recieve an email. You can choose to automatically link Contacts, Users, Opportunities, Projects, and attachments from all incoming and outgoing emails. This is incredibly important, because once you have checked or unchecked these boxes, Daylite will link this information to Contact records, which you can then view chronologically under Daylite's Activity View.

Capturing Phone Calls

Whether it's an inbound or outbound phone call, it is easy to capture calls and make sure they get linked to the right person. This way you don't have to remember all the details of the phone call, such as what it was about, how long it was, and whether you called them, or they called you.

1. You can scroll through your contacts to find the person you need, or, as your contact list increases in size, you can click the Quick Search bar, type in the person's name you are looking for and hit return.
2. Click New Task from the menu to create a new Task linked to that person.

Fill in the call details:

• Call Title: An easy to remember title to reference later

• Call Notes: Use the details field to capture call notes

• Linked Items: Link anything related to the call

With the start time filled in, click the checkbox for the task when the call finishes, so you get the call duration.

If call tracking is a major part of your workflow, try adding Type, Start Date and End Date, as standard fields on Tasks:

1. Choose Daylite > Settings and click Edit Cards.

1. Click Tasks and select the checkboxes for these fields.

Capturing Face to Face Meetings

Meetings, one-on-ones, and impromptu walk-ups are where some of the most important conversations happen. Make sure no one forgets what was discussed by capturing these in a Daylite note.

1. Click the quick search bar and type in the person's name and hit return.
2. Click New Note to link a new note to the person.

Fill in your call notes:

• Note Title: An easy to remember and relevant title

• Linked Items: Link anything related to the call

• Conversation Notes: Capture the important details about your conversation

Tracking & Sharing Communication

When tracking your communications, you can't afford to spend time searching to find the information you need. With a person's conversation history listed chronologically in Daylite, you can find whatever you're looking for fast.

Wrap Up

With so much communication happening on a day-to-day basis, it is nearly impossible to remember every single detail of every single call or email. Capturing those details with Daylite is a simple and effective way to focus on what is important- your customers.

Whether you’re hung up on the difference between a Category and a Keyword, or trying to figure out what a record means, check out our list of common terms below.

Activity Set

An Activity Set is a template of Tasks and Appointments you create once, which can be applied to different records. Activity Sets can be a checklist for all your Projects, a follow up schedule to stay top of mind, or any process you repeat.

Appointment

An appointment is a block of time you have set for a specified activity, and will appear within your Daylite Calendar. You can invite Daylite users as well as other people to your appointments and track whether they are going or not.

Category

Categories are the top-level classification for objectives in Daylite. An object can only have one category at a time, and define the primary classification. Each category has a colour indicator which makes finding items with a category easy.

Company

Company records store information about the people you and your organization communicates with. They can be a business, family, association, or any legal entity made up of of People. All information about a company is stored here, including the people who are associated with the company is stored in a Company record.

Email

The Email section displays all emails added using Daylite’s Mail Integration. To add emails to Daylite while on the Mac, turn on Daylite Mail Assistant with Apple. To add emails to Daylite while on the iPhone and iPad, add your Daylite account in My Mail in Daylite for the iPhone and iPad.

Filter

A filter is a lists of records in your database that meet certain criteria you specify. Filters can find look for records that match or do not match your criteria, including the properties of objects linked to a record. For example, a filter can include all People in a specific city, who have an Opportunity over $10,000.

Form

A form in Daylite works just like a paper form. They are useful for collecting and managing information about people, companies, projects, opportunities, and groups.

Group

A Group is a collection of like objects, determined by you and your team. Groups can collect a mix of any of the Daylite objects.

Keyword

A Keyword tags an object with important details that you’d like to quickly reference when reviewing a record, or to create lists of items using a Filter/Smart List. For example, a Keyword can note a person’s favourite sports team, a high importance Opportunity, or any term/phrase to group like records. A record can have an unlimited number of Keywords added.

Linking

Linking is when two or more records are connected to each other. Linking records gives you more context about an item’s activity and makes it easier to find information by keeping everything in one place. The more you link the richer a record’s history becomes.

Note

A note is a record of information that can be created on its own. Notes are perfect for those little bits and pieces of information that don’t fit anywhere, but can’t be lost—for example, meeting minutes for your weekly meeting, reference information for your project, etc.

Object

Daylite has 10 Objects which not only store information about the things you do in your business, they define the types of relationships you have, activities you take, and communication you have with a person. Those objects are:

1. Appoinments

2. People

3. Companies

4. Opportunities

Opportunity

Opportunities represent the potential for new business. They help you track business leads, turn prospects into clients, and forecast potential revenue. They store basic information like the details of an Opportunity, tell you its state, probability to close, total value, and also its classification.

People

People records store information about the people you and your organization communicates with. They can be someone you know personally, a prospect, customer or any other relationship you may have. All information about to the person like phone number, electronic address, birthday, as well as activities are is stored in a person record.

Pipelines

Pipelines describe the major stages your Projects and Opportunities go through. Stages are used to organize and analyze the success of your Projects and Opportunities. Each Pipeline Stage can have its own template of Tasks and Appointments.

Project

Projects are outcomes that will need more than one action step to complete and that you can mark off as finished in the next 12 months. Projects help you plan, organize, and keep track of information for your multi-step goals.

Property

Values on a record.

Record

An instance of an object.

Smart List

A Smart Lists are save filters. Smart Lists can be edited, shared with other teams, and duplicated.

Task

Tasks records keep track the things you need to do. Whether they a follow up to a client, a phone call you need to make, or a daily reminder, Tasks make sure you get it done. Add due dates and reminders, create repeating tasks, and delegate to other Daylite users.

Add your Gmail account to Daylite.

1. Go to Daylite > Settings > Mail > Mail Accounts and select Add Mail Account.

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

3. Enter the email address of your Gmail account. Daylite requires you to create an app-specific password. This is a different password than the one you use to sign into Gmail.

4. Click Next to begin the guided setup.

First, you must turn on 2-Step Verification in your Google Account. This is required before you can create an App Password. If you have already enabled 2-Step Verification, move to step 7.

1. Log in to your and choose Manage Your Google Account

1. Select Security > How you sign in to Google > 2-Step Verification. If you need more detailed instructions, follow .

In Daylite, check the box "I've enabled 2-Step Verification" and click Next to proceed to creating an App Password.

Next, you must set up an App Password for Daylite under your Google account. Click to create an App Password.

1. On the Google App Passwords page:

• Enter "Daylite" as the app name and click Create.

Troubleshooting

Google Workspace Accounts

If you're using a Google Workspace account and cannot add your account:

• Check with your IT administrator to ensure IMAP access is enabled for your organization

• Verify that less secure app access policies allow third-party applications

• Confirm that 2-Step Verification is permitted by your organization's security policies

• Google will display a 16-digit App Password. Copy this password.

1. Return to Daylite, select the I've set up an App Password checkbox, and click Next.

1. Paste the 16-digit App Password you just generated into the Password field.

1. Click Next. Your Gmail account is now added to Daylite.

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 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 an Estimate. If you are not familiar with creating Opportunities, start by reading the Learn article How to Capture New Business..

Capturing the Value of a Deal

Daylite lets you enter a Value into an Opportunity card with a single click, which can be incredibly beneficial for those "on the fly" meetings or phone calls, where you may just want to quickly enter a value as a placeholder.

1. Select the New Opportunity menu, or double click an existing Opportunity card.
2. If you are creating a new Opportunity, select value to enter how much the deal is worth.
3. If you already have an existing Opportunity that you would like to enter a value for, double click on the Opportunity card, then select

Creating a Full Estimate

If you wish to add greater detail to your value, you can create an Estimate to capture the full value of your deal:

1. Select an Opportunity and click on the Estimate tab.
2. Click the + button to add a New Line Item and then set the Quantity and Price.
3. The Estimate

Creating a Product or Service in Daylite Preferences

If you repeatedly sell the same Products or Services to your clients, you can save them in the Daylite Preferences to be used any time you create an Estimate.

1. Navigate to Daylite Preferences > Products & Services.
2. Click the + button and choose either Product or Service.
3. Now you can enter the information for Details, Pricing, Extras

Wrap Up

When you can track your deals by size, it becomes easier to prioritize which deals you should be working on next. Whether you enter a Value or an Estimate, you can tell at a glance which deals need your attention.

Click here to learn how to , and take your business to the next level.

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

1. When viewing an Opportunity, you can link Files, and add New Notes, New Appointments, New Tasks, and more 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. When viewing an Opportunity, click the corresponding button in the top right corner.
2. If you want to create and link a new item to an already existing Opportunity, but you do not see it as a button, click the … button and select the item here.

Linking An Opportunity To An Existing Item

You can also link an existing Opportunity to the new or existing item you are viewing.

1. When creating a new item, or viewing an already existing item, click +Add Opportunity and type the name of the Opportunity. Select the Opportunity from the search results.

Adding Files To An Opportunity

Every Opportunity has a long list of files. These include sales decks, contracts, pictures, spreadsheets, and more. You'll never scramble for a file again because they will be linked to the Opportunity.

1. Select the Opportunity and click Add File in the top right corner. If you don't see this option, select the … button to access the drop down menu.
2. Click Choose and navigate to the file you want to link.

3. If needed, update the title, the date added or additional details about the file.

Linking File Sharing Services

Since someone using Daylite can only access a file added to Daylite, you might prefer to use a file sharing service like iCloud or Dropbox when collaborating with clients or 3rd parties. In these cases, you can still link files to an Opportunity as file references:

1. Select the Opportunity and click Add File in the top right corner. If you don't see this option, select the … button to access the drop down menu.
2. Choose a reference to a file on the internet from the Add menu.

3. Enter the web address of the file you wish to link to.

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.

Juggling multiple Projects at once and switching focus is just a regular part of any business, 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 for a Project. This is done by Linking these items to a Project.

As an example, here is a Project called

Sharing your Daylite contact list with other apps lets you work cross functionally more efficiently. With your Daylite contact list shared with other apps, you can take advantage of the .

Daylite makes it easy to share your contacts with the Contacts app on the ,

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:

Add your iCloud account to Daylite.

1. Go to Daylite > Settings > Mail > Mail Accounts and select Add Mail Account.

Mail in Daylite is a leap forward in how Daylite works with email, bringing your inbox directly into Daylite for a more seamless and powerful experience than was possible with Daylite Mail Assistant in Apple Mail or Outlook. Efficiently handle your email, with side-by-side access to the full details of related Daylite items, without needing to switch between apps.

Mail in Daylite for Mac is a new feature that we’re continually improving. With Mail in Daylite, you can make email more actionable and seamlessly connected to your business. Below you’ll find instructions on how to get started, a roadmap of upcoming features, and an FAQ with answers to common questions. We’d love to hear your feedback as we keep making Mail in Daylite even better.

Getting Started

Before getting started with Mail in Daylite, please confirm the following:

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.

This tour of Daylite will give you a basic overview of the application, and how to navigate through the different screens to find the information you need quickly and efficiently.

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

Why, at the beginning of course.

The Home Screen

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 are created in Daylite Preferences, and Stages are added to each Pipeline. Once completed, you will be able to view them in the

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 and Activity Sets 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 a follow-up with the New Follow-Up button, which will create a Task linked to the Person or Company, and name it for you so you know it's a follow-up.

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.

Creating an Activity Set

An Activity Set is a great way to enter information in once, and reuse it for each Project that requires a checklist to be followed.

1. Navigate to Daylite > Preferences > Activity Sets.
2. Click the + button to create a new activity set.

3. Enter the Name and Description. Double check to make sure the Active checkmark is selected.

4. Check any Categories the Activity Set applies to.

5. You can order the tasks, and set the due date for each relative to the start or end date. You can also set a reminder if you want Daylite to remind you to complete each task.
6. You can now access your newly created Activity Set by clicking More Options Button > New Activity Set.

7. Select the Activity Set you want to apply, and click Create.

Define your Process with Checklists

When it comes to Projects, there are often lots of little tasks that need to get done, and sometimes these Tasks can be the same for different projects. Checklists help reduce errors, prevent duplicate work, and wasted time.

An excellent example of this would be a real estate agent who closes a deal on a house and has to fulfill a bunch of steps for the buyer or the seller.

Here is how to build a Project checklist with Activity Sets so all your Tasks and meetings are followed through perfectly.

1. Select Daylite > Preferences > Activity Set.
2. Click the + button to create a new Activity Set.

3. Enter the Name and Description. Double check to make sure the Active checkmark is selected.

Here is a great example of an Activity Set with a completed checklist.

1. Your Activity Set can now be accessed by selecting New Activity Set from the More Options button.

2. Choose which Activity Set you want to populate, then select Create.

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.

1. Navigate to Daylite > Preferences > Pipelines.
2. Select New Pipeline and fill in the Name, Description, and select Applies to Projects.
3. Fill in New Stage details.

In the following example you can see:

1. A list of Pipelines.

2. Tasks lists created for each Stage in a Pipeline.

3. Details of the selected Task.

Track your Projects and Review your Processes

Projects with better visibility finish on time. Track the progress of Projects and meet your deadlines with streamlined processes.

There are several different ways to check the progress of your Projects. For example:

1. You can review a list of your active Projects and check which tasks still need to be completed. The Details and Activity view offers an overview of upcoming tasks.
2. The Tasks and Pipelines tab will indicate the number of Tasks remaining, and any that are overdue will be in red.

Filtering your Project Checklists