Daylite for iPhone and iPad
Estimated Time to Complete: 10 minutes
Last updated
Was this helpful?
Estimated Time to Complete: 10 minutes
Last updated
Was this helpful?
With Daylite on iPhone and iPad, you can keep your business in the palm of your hand, allowing easy access to your business information, anytime, anywhere.
Stay on top of day-to-day Tasks while you're out and about; seize the Opportunities that arise during meetings, luncheons, or even unexpectedly at a soccer game or on your beach vacation! You’ll never miss an Opportunity, no matter where you are. And since Daylite syncs to the Daylite Cloud, you’ll have the confidence knowing you and your staff are always up to date with the most recent information.
Getting away from your desk never felt so great! Here's how!
Daylite is available for both iPhone and iPad, so the first step is to download Daylite to your devices. Scan this QR Code using your device's camera and tap the detected link to be taken to Daylite in the App Store. If you are reading this guide on your iPhone or iPad, tap this link to be taken to Daylite in the App Store.
Daylite syncs across all of your devices, so all of your Opportunities, Projects, Tasks and more will update automatically.
Select Calendars in the Sidebar and you will find two versions. The first is called My Calendar. From here you can view your daily, weekly and monthly Calendar events, across all your devices.
The second is called All Calendars. This is the team calendar that lets you view, create, and edit calendars between your team. Note that the user name changes based on the Calendar selected.
One of the most important and unique features of Daylite is its ability to easily link relevant information together. You can link your Contacts to other People, Companies, Projects and Opportunities with a few easy taps.
Having a complete history of communication in one place is invaluable. Daylite on your iPhone and iPad linked to your email ensures your inbox remains a powerful tool while you are on the go, enabling you to seamlessly keep your email communications with customers and companies across tasks, projects, deals, and more, all in one place!
Congratulations! You now have your business in the palm of your hand, and the confidence of knowing you won't miss an opportunity no matter where you are!
To review, you have:
Full User Guide for Daylite on iPhone Full User Guide for Daylite on iPad
