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  • Overview
    • Introduction
    • Daylite Navigation
    • Apple Integration
    • Third Party Integration
    • Contact Integration
    • Calendar Integration
    • Email Integration
    • Managing New Business
    • Managing Projects
    • Linking
    • Segmenting
  • Contact Management
    • Managing Contacts
    • People
    • Companies
    • Importing Contact Information
    • Contact Integration
  • Calendars
    • Using the Daylite Calendar
    • The Value of Linking
    • Types of Calendars
    • Calendar Integration
    • Filling in a New Calendar Appointment
    • Calendar Settings
  • Opportunities
    • Opportunities
  • Email Integration
    • What is Daylite Mail Assistant?
    • Turning on the Daylite Mail Assistant Extension
    • The Daylite Mail Assistant Window
    • Sending an Email using Daylite Mail Assistant
    • Daylite Mail Assistant and Apple Mail
    • Filling in a Daylite Mail Assistant Record
    • Using Daylite Mail Assistant in Real Life
    • Mail Assistant Settings
  • Task Management
    • Overview
    • Tasks View
    • Creating a New Task
    • Editing Your Tasks
    • Viewing your Tasks in Calendar
    • Adding a File to your Task
  • Groups
    • Using Groups
  • Notes
    • Using Notes
  • Segmentation
    • How to Segment your Data
  • Linking, Roles and Relationships
    • Why is Linking Important?
  • Search
    • Using Daylite Search
  • Trash
    • What's in the Trash?
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  1. Overview

Managing New Business

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Last updated 1 year ago

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If there is one thing that every successful business has in common, it’s the ability to organize. Having a reliable system to stay on top of your new business as it comes in is very important.

Did you know?

Daylite helps you manage new business by creating an interconnected database that ties your Contacts, Calendars, Tasks, Notes and Email together in one easy to view place.

By integrating all of these different parts of your business together under one app, you can proactively manage new customers and drive revenue targets.