Getting Started

Email is central to your business, but managing it shouldn't slow you down. Mail in Daylite connects your inbox directly to your contacts, projects, and opportunities—so you spend less time organizing and more time on meaningful work.

This guide gets you started in minutes.

Adding Your Email Account to Daylite

Daylite works with the most common email providers as well as IMAP, so you can bring your inbox right into your workflow. Each account type has its own setup steps.

Quick Setup

1. Select My Mail in the sidebar

2. Click Add Mail Account

   
3. Choose your email provider

Gmail

Office 365

Outlook

iCloud

Yahoo

​AOL

IMAP

1. Follow the prompts to sign in

Your inbox now appears in Daylite, ready to connect with your business workflow.

Add Additional Accounts

After adding your first account, add more by choosing Daylite > Settings > Mail > Mail Accounts > Add Mail Account.

Adding Your First Email to Daylite

When you add an email to Daylite, you connect it to your business records—making it searchable and accessible from your contacts, projects, and opportunities.

To add an email:

1. Open the email you want to add

2. Click the Add to Daylite button in the Action bar

3. The email is now stored in Daylite and ready to link

What happens:

• The email is saved in your Stored Emails

• A sun icon appears in the Message List showing it's in Daylite

• You can now link it to contacts, projects, and opportunities

Note: If the email is from a contact already in Daylite, their name is highlighted and the email automatically links to their record when added.

Email Privacy in Mail in Daylite:

• Your inbox remains private. When you add an email account to Mail in Daylite, your emails stay private to you. Other Daylite users cannot see your inbox or read your messages.

• You control what gets added to Daylite. Mail in Daylite does not automatically add all your emails to Daylite. You must click the Add to Daylite button to store an email in your Daylite database. Until you take this action, the email remains private in your inbox.

• Auto-linking works only on emails you add. When you add an email to Daylite, auto-linking connects it to relevant contacts, projects, or opportunities in your database. This happens only after you choose to add the email—never automatically on incoming messages.

• Control email visibility. After adding an email to Daylite, you can set permissions to control which team members can view it. By default, emails you add are visible to your team, but you can restrict access to specific users or keep them private. Mail in Daylite gives you complete control over your email privacy and what you share with your team.

Sending Your First Email

Compose a New Message

1. Click New Message in the toolbar

   
2. Enter recipients, subject, and message

3. Type your message

4. Click Send

   

Click Cc or Bcc in the compose window to add additional recipients.

Reply and Forward

Select a message and click:

• Reply - Respond to the sender

• Reply All - Include all recipients

• Forward - Send the message to someone else

Select text and use the formatting toolbar to apply bold, italic, or underline, create lists, add links, or change text alignment.

To manage your signature, please see our signature settings documentation.

What's Next

Now that you know the basics, explore more of Mail in Daylite