Daylite Help
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  • Home
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  • Welcome
  • Getting Started
    • Take a Tour of Daylite
    • Daylite Glossary
    • Adding Your Contacts
    • Adding and Importing Calendars
    • Sharing Your Contacts
    • Sharing Your Calendar
    • Invite Your Team
    • Keyboard Shortcuts
  • MAIL MANAGEMENT
    • Mail in Daylite - Early Access
    • Add Mail Account
      • Gmail
      • Office 365
      • Outlook
      • iCloud
      • Yahoo
      • AOL
      • IMAP
  • Integrating with Apple Mail
  • Integrating with Outlook
  • Build Relationships
    • Segmenting Your Contacts
    • Making a Prospecting List
    • Capture, Track and Share Conversations
    • Remember the Details About the People You Meet
    • Tracking Your Referrals
    • Staying Top of Mind and Keeping in Touch
    • Staying on Top of Follow Ups
    • Organizing Meetings with External Invitees
  • Close More Deals
    • Capturing New Business
    • Following Up With Prospects
    • Organizing the Moving Pieces in a Deal
    • Using Opportunities Board
    • Tracking How Many Deals Are in Your Pipeline
    • Tracking Stages with the Opportunities Board
    • Tracking Your Close Rate on Deals
    • Tracking Your Lead Source
    • Streamlining Your Sales Process
    • Tracking Deals by Size
    • Use a Data Driven Sales Approach
    • Printing Address Labels for Mailing Letters
  • Execute on Projects
    • Staying on Top of Due Dates
    • Organizing All the Moving Pieces
    • Stop Things from Falling through the Cracks
    • Using Projects Board
    • Starting a New Project
    • Streamlining Your Projects
    • Track and Execute the Next Steps for your Projects
    • Using the Worklist to Focus on Your Top Priorities Today
  • Scale Your Business
    • The Hiring Process, Onboarding New Employees and Daylite
    • Organizing Your People into Teams
    • Delegating Tasks
    • Controlling Who Can See and Edit Information
    • Document and Share Decisions with Your Team
    • Two-Factor Authentication
    • Passkeys
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