Tackling Your Inbox
Estimated Time to Complete: 10 minutes
Last updated
Estimated Time to Complete: 10 minutes
Last updated
It's time to take your inbox to the next level!
Your inbox drives your workday, but it should not be the final place for all that critical information to remain. Manage your business directly from your inbox while building your Daylite database, linking critical details, including Contacts, Companies, Appointments, Tasks, and more; getting it into Daylite, all in one place.
That means no more wasting time or focus juggling between apps! Say goodbye to the frustration of misplacing critical details and documents! Ensure you and your team can effortlessly access and utilize key information, instantly! With just a few clicks, you can simplify your workflow, stay organized, and enhance your productivity.
Here's how!
Emails are full of opportunities to grow your business! As prospects email, create an Opportunity from within your inbox, then manage and track it in Daylite.
In Mail, select an email that represents a new business opportunity.
In Mail Assistant under 'Projects and Opportunities' select + New Opportunity
Enter the details for the Opportunity and click Save (If the contact is already in Daylite, they will automatically be linked. Otherwise you can create the contact here, now)
Select an email that needs a Task or Appointment created.
If the contact is already in Daylite, they will automatically be linked (otherwise you can create the contact here, now)
In Mail Assistant select either + New Task or + New Appointment under 'Tasks' or 'Appointments' respectively.
The new Task or Appointment will be added chronologically to the Contact's history, as seen in the Activity View.
Delegating a Task you create from an email is critical to gaining control of your inbox. You can "assign" a Task to another user using the delegate button while maintaining ownership of it. Be sure to select the 'notify me of changes' option in the delegation process, so you receive notifications of Task progress and completion.
You can link an email to an existing Task, and delegate it straight from your inbox so you can move on to the next issue.
Create a new Task as shown above.
Click Delegate, then choose the person you want to delegate this Task to.
Select Notify me of changes and click Delegate.
Congratulations! You have now turned your inbox into a money maker, by moving the most important details out of your email and filing them in Daylite.
To review, you have:
