The Opportunities Board lets you visually track how many Open Opportunities are in your Sales Pipeline, see where each of your Opportunities are in the process, and helps you easily prioritize your most urgent or valuable Opportunities first.

You’ll love how the Opportunities Board simplifies lead oversight and ensures everyone is on the same page, so nothing falls through the cracks!

The Opportunities Board is located in the Sidebar under Objectives.

It is comprised of:

1. The Pipeline Filter.

2. The Opportunities and Total Value Count.

3. Filters.

4. Sort and View Options.

5. Stages.

6. Opportunities.

1. Select which Opportunity Pipeline you want to view in the Opportunities Board to see an overview of the stages and progress.

2. The Opportunities Board shows a column called Not Started for any of your new Opportunities. Opportunities stay here until you move them to an actual Stage in the Pipeline.

3. Move your Opportunities to the next Stage in your Pipeline by dragging them from one Stage to the next.

Summary

Congratulations! You are now flying high with a bird's eye view of all your projects - ensuring you get everything done quickly and precisely - impressing your customers!

To review, you have learned how to:

• View Your Opportunities Board

• Move your Opportunities through the Stages

Want More?

Welcome to your Daylite Trial User Guide - created as a companion resource for your 14-day trial experience. We know time is precious, so we have provided practical tools you can implement in minutes, so you can immediately begin to see how Daylite will help you organize your business.

This guide has been designed with the recommendation you engage daily, building on the tools from the previous step; however, if you want to move through the guide more quickly, you are fully supported in that journey.

Goal of this Guide

Over the next two weeks, we'll provide you with practical, hands-on tools that help you get Daylite up and running, showing you firsthand how Daylite can transform your workflows, boost productivity, and streamline business management, and overall—revolutionize your business!

Guide Structure

Each step in this guide includes:

1. Feature Introduction: Brief overview of the feature.

2. Importance: Why this feature is essential in enhancing productivity and workflow.

3. Setup Instructions: Step-by-step setup guidance

4. Usage Tips: Practical examples of how to start using this feature so you see the immediate difference Daylite can make.

5. Want More? Summary of feature and options to explore advanced functionality if you wish.

Recommended way to engage with this guide to reap maximum benefits of your trial:

• Engage Regularly: Each step builds on the last, so spend a few minutes each day on the guide to continually expand and master your Daylite learning experience.

• Hands-On Practice: Implement the steps in real-time to solidify understanding and see benefits.

• Keep Going!: If you are on a roll and want to jump ahead - move through the guide at your own pace using the 'previous' and 'next' options at the bottom of each step.

Let's get started and unlock the full potential of Daylite together!

There are lots of moving parts to closing a sale and making that money!

Daylite's Opportunities simplifies the sales process, saving you time and hassle. By consolidating key details and tracking every stage of the sales process using information from your Activity history, not only will you never miss closing a deal again, but you will secure new business more quickly.

Help your revenue grow! Here's how!

What is an Opportunity?

An Opportunity represents the potential for new business. Opportunities help you track business leads, turn prospects into clients, and forecast potential revenue. They store important information like key details, current state, probability to close, total value, and classification.

Time is irreplaceable, so make the most of it!

Daylite's timesaving features that streamline routine tasks and simplify navigation are crucial in your day-to-day, keeping things from falling through the cracks while boosting productivity and efficiency as you focus on higher-priority activities.

Opening multiple tabs and customizing your Favorites Bar in Daylite reduces the time spent switching tasks and searching for information. These enhancements ensure a fluid workflow, minimize distractions, and help you achieve more with less effort, making the most of your valuable time.

Opening Multiple Tabs

Just like a web browser, you can open and arrange multiple tabs within Daylite. Each one is identified by the name of the Contact, Company, Project, Opportunity or Note.

1. Click the + icon to create new Tabs.

2. Tabs can be rearranged in a preferred order by drag and drop.

Here are six keyboard shortcuts that make working in tabs easier for you:

• Command + T — Open a new tab

• Shift + Command + \ — Show all tabs

• Command + W — Close current tab

• Option + Command + W — Close all other tabs

The Daylite Favorites Bar

You can also utilize Daylite's Favorites Bar to quickly switch to your frequently used items. For example: If you regularly open a Smart List, such as a List of Projects with Due Tasks, simply drag the item to the Favourites Bar and release. Now you have quick access to your most frequently used items.

Summary

Congratulations! You have now saved so much time by opening multiple tabs and customizing your Favourites Bar.

To review, you have:

• Opened Multiple Tabs at Once

• Customized your Favorites Bar

Want More?

Mail in Daylite brings your email directly into your workflow, making it easier than ever to connect incoming and outgoing emails to your business records. Link your communications to customers and companies, across tasks, projects, and more.

Having a complete history of communication in one place is indispensable because you always have the information you need at your fingertips! Connecting your email to Daylite turns your inbox into a powerful tool that allows you to effortlessly link your communications with contacts, opportunities, and projects.

Add your email account to Daylite and never miss an important detail again.

Add Your Email Account to Daylite

Daylite works with all major email providers, so you can bring your inbox right into your workflow.

Quick Setup :

1. Select My Mail in the sidebar

2. Click Add Mail Account

1. Choose your email provider:

• Gmail

• iCloud

• Office 365

• Outlook

1. Follow the prompts to sign in

Provider-Specific Setup

Some email providers require app-specific passwords for security:

Gmail -

iCloud -

Yahoo -

AOL -

For detailed instructions:

Once your account is connected, your inbox appears in Daylite, ready to connect with your business workflow.

Add Additional Accounts

Need to add multiple email accounts? No problem!

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

You can manage multiple inboxes from different providers all within Daylite.

Navigate Mail in Daylite

Once your email account is connected, Mail in Daylite organizes your email into four main sections:

1. Sidebar Displays all your inboxes, folders, and accounts. Switch between accounts or view all inboxes together.

2. Message List Shows messages from the selected mailbox with visual indicators to help you identify important emails quickly.

3. Message View Read your selected email and take action with the Toolbar and Action bar.

4. Details View See business context and related items to the email for the email sender—including tasks, opportunities, projects, and activity history.

This layout keeps everything you need visible: your emails, your actions, and your business context—all in one place.

Congratulations! You have now connected your email to Daylite.

Next, let's look at adding an email to Daylite and building your activity history.

Daylite's live and customizable multi-view options are a game-changer, giving you multiple perspectives on the information you need instantly!

With Multi-Column List View, quickly scan and sort large amounts of information, similar to a spreadsheet, except you can easily customize the view to capture the information you need, in the moment! See important information such as upcoming tasks, appointments, most pressing due dates, etc., with a single click.

Insight View provides real-time updates on your Sales Opportunities, showing what you’ve won or lost and their monetary value. Highlight top deals, potential hurdles, team performance, and historical data on deal closure times.

Think of what you can gain with new perspectives! Here's how!

Using Multi-Column List View

There are a few ways to access the Multi-Column List view in Daylite.

In this example, we will look at All Opportunities in the Daylite Sidebar.

To view the Multi-Column List, you can either:

1. Go to Daylite > View > Multi-Column List.

1. OR - Click the Multi-Column List icon in the Daylite toolbar.

1. To customize your view, drag each column into the order you want. Right-click a column to add or remove.

Using Insight View

1. Select All Opportunities from the Daylite Sidebar.

2. Choose Insight View from the Daylite Toolbar.

1. You will notice that fields turn red when you hover your pointer over them, including all corresponding fields related to your inquiry. Daylite does this so you can find the information you need quickly, as the highlighted red fields relate to each other. Double clicking on any red highlighted field will filter your search, in essence, drilling down one level further.

Summary

Congratulations! You have gained new perspectives on your most important and up-to-date business information!

To review, you have:

• Used the Multi-Column List View

• Used the Insight View

Want More?

Closing a deal is amazing - but now you must deliver.

Daylite's Project management tools remove the stress of coordinating all the moving parts Projects have, like remembering deadlines, completing Tasks and follow-ups, and delegating responsibilities.

Linking items to your Projects will keep important information related to the Project like Contacts, emails, and Notes all in one place, helping you get a complete picture of what’s happening so you never miss important details or deadlines. Impress your clients and win repeat business!

Let's start delivering with Projects! Here's how!

What is a Project?

A Project is used for tracking the steps involved with delivering the service or product once you have closed a deal.

Daylite's Projects Board allows you to visually track the Pipeline Stages of all your Projects in one view, quickly and easily allowing you to prioritize what matters most and consistently meet your commitments. This feature streamlines project management and standardizes your team’s workflow, making it easier to maintain progress and deliver results efficiently.

You’ll love how the Projects Board simplifies project oversight and ensures everyone is on the same page, so nothing falls through the cracks!

Congratulations on completing your Daylite Trial User Guide - created as a companion resource for your 14-day trial experience. We hope you've found it valuable and insightful.

Your commitment to learning Daylite's capabilities and adopting them into your business workflow is admirable, not to mention very exciting! Let's take a look at your achievements over the last few weeks. To summarize - you have:

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!

Turn an Email into an Opportunity

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!

Download Daylite from the App Store

Creating Tasks in Daylite is transformative! Not only does this consolidate all your to-dos in one place, you can link those to-dos to the additional relevant details like Contacts, Emails, Projects, and more, building your detailed history within Daylite.

Even more, you can prioritize your Tasks and focus on the most important things, with Daylite's built-in Worklist.

With Tasks, rest assured that all necessary information is easily accessible, keeping you focused, sharp, and efficient. Let your reputation for focus, attentiveness and efficiency precede you!

Let's create and prioritize some Tasks! Here's how!

Creating a Task

Daylite's ability to supply important information at a moment's notice is only as good as the information you put into it.

As you build your historical data in Daylite, it becomes more important than ever to keep it organized and customized so you can access the information accurately and efficiently.

Using filters to set specific criteria, Smart Lists allow you to customize the information you see in Daylite, so you can quickly access what you need and hide the rest. To make things more accurate and efficient, saved Smart Lists dynamically update in the background, ensuring you always have the latest information at your fingertips!

Boost your efficiency when you organize like a pro! Here's How!

What is Segmenting?

Segmenting is the process of categorizing your data into groups based on relevant criteria. This provides the best way to sort and order the data you add to Daylite and offers a reliable means to search and analyze that information. You can segment Tasks, Opportunities, Projects, Calendar entries, Notes, and more!

Filtering Your Data

1. When you click on the Add Filter icon, you will see the Filter popover. Each row can be configured to filter by a different field.

1. What do you want to filter? - a checkmark will appear beside your filter choices.

1. How do you want to filter the search? - any, all, or not at all.

1. You can add additional sub-filters. - creating sub-filters can help you focus on what you need.

Creating a Smart Lists

Now we come to the amazing part.

Using filters to search and further segment data may not be a new idea, but what really makes Daylite stand out is what we do with that data when we create Smart Lists!

A Smart List appears on the left-hand Sidebar and automatically updates the filter, or filters you've just created. Every filter you create and save as a Smart List is automatically placed in the Daylite sidebar.

If you add a new Contact to Daylite, or update an existing Contact's record, your Smart List will look at that new information, and if any of it matches the existing filters, the Smart List will automatically include that new information in its filtered search.

As an Example

Let's say you wanted to follow up on your leads that have not seen any activity in the last 90 days.

Your filter should look like this:

1. Set your Filter to Match All

2. Filter for Categories that are Leads

3. Click ... to add a sub-filter.

4. Set the sub-filter to Do not match all

1. Name the Smart List Leads Going Cold.

Summary

Congratulations! Now that you are an expert at segmenting, filtering and Smart Lists, you are now working most efficiently, saving you time and hassle and making you money!

To review, you have:

• Learned about Segmenting

• Used Filters to Search

• Created a Smart List

Want More?

.

We are huge fans of having everything in one place - saving you irreplaceable time and unnecessary stress and disorganization.

In Daylite, your contacts are an integral piece of building what becomes a complete activity history, as they are linked to everything you do, including emails, meetings, tasks, projects and potential deals associated with a contact. By bringing just 10 contacts into your Daylite database today, you will immediately see how Daylite keeps your business details together, organized and efficient with little effort.

Let's get started getting your business contacts into Daylite! Here's how!

Importing your Apple Contacts

Apple's Contacts application is built right into macOS. As such, it is easy to import People and Companies from Contacts directly into Daylite.

1. In Daylite, select File > Import > Import Contacts.

1. Next, choose Import from Contacts app from the options presented. This will let you choose Contacts from the Apple Contacts app, including your iCloud account.

1. Although not required, we encourage you to assign a Category to your Contacts during the import process. This small addition now will keep your data clean and organized, saving you precious time later. For example, you could choose to assign a category of Client to the first batch of contacts you import, and Prospect to the next batch. Once these Contacts have been successfully imported, their category will be set automatically.

1. Select the Contacts you wish to import and then click the blue Import Contacts button.

Please note that only new Contacts are added during the import process. Daylite will update any duplicate Contact records accordingly.

1. Now your contacts are in Daylite, organized with basic information and colour-coded by category. This will make your life so much more efficient in the future!

Summary

Congratulations! You have begun to build your Daylite history by bringing in and organizing the foundational piece of all your communications and dealings - your Contacts.

To review, you have:

• Imported your Apple Contacts, including your iCloud account

• Assigned Categories to your imported Contacts

• Added to your business history

Want More?

Are you importing your contacts from other sources, like Google Contacts or Spreadsheets? Here's how:

Now that you have connected your email to Daylite, it's time to start building your business communication history. With Mail in Daylite, you can add emails and link them to contacts, allowing Daylite to automatically organize everything for you.

Add an Email to Daylite

Select any email in your inbox you wish to add to Daylite and click the Add to Daylite button in the Action bar.

The email is now stored in Daylite. If the email is from an existing Daylite Contact, or there is a Daylite Contact in the To, Cc, or Bcc fields, the email will be auto-linked to the Contact. If the Contact is linked to an active Opportunity or Project, the email will automatically be linked with these as well. (More on Opportunities and Projects later in the guide!)

Adding Email Threads

When you're viewing an email thread, at the top of the message section you will see the linked messages count. Click this and then select Add all to Daylite.

Linking Items to Emails

When you add an email and link it to an item in Daylite, it becomes a part of that item's Activity history. This ensures you always respond to an email with the full knowledge of your relationship and current business status.

Daylite automatically recognizes contacts on the message if they're already in your database and links the email to them. If those contacts are linked to a single active project or opportunity, the email links to those items as well.

If an item doesn't link automatically, select the Link icon in the Action bar, enter the item name, then double-click it in the list.

Creating People from Email

When you add an email to Daylite and the sender isn't already a contact, Daylite makes adding a new person easy.

To create a person from an email:

1. Open the email

2. Click Add to Daylite

3. Select Create New Person

Daylite automatically fills in Name and Email address. You can then add additional details like Phone numbers, Category, Keywords, etc.

Activity View

You can view a Contact's details directly in the Details View on the right side of the Mail interface. To see their full history in the Activity View, click on Activity in the top right.

Daylite's Activity View shows every Contact's interactions chronologically, and each Item has an associated icon to make it easier to identify.

Stored Emails

The Stored Emails section in Daylite provides a centralized view of all emails you've added to Daylite, regardless of which contact, project, or opportunity they're linked to.

You can find Stored Emails in the Daylite sidebar. This is useful when you need to search across all emails without filtering by contact, want to see a complete overview of recent email activity, or you're looking for an email but don't remember who it was from or which project it relates to.

Summary

Congratulations! You have now begun to utilize Mail in Daylite, bringing the key information out of your inbox and into Daylite!

To review, you have:

• ✅ Added an email to Daylite

• ✅ Learned about adding email threads

• ✅ Linked items to emails

• ✅ Created a new contact from email