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 an 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.

Sending a New Email Message

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

PreviousCalendar SettingsNextAdding Emails to Daylite

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