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Testing Drive Daylite on iOS

Video Tutorial: Testing Drive Daylite on iOS

Did you know you can put Daylite through it’s paces on your iPhone, iPod Touch or iPad? The app is free to download and no server login is required. Watch this tutorial and you’ll be test driving Daylite in minutes.

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Adding a License to Daylite

Video Tutorial: Adding a License to Daylite

When you install Daylite for the first time you can use the software free of charge for thirty days. In order to continue to use Daylite beyond this trial period it’s necessary to purchase a license for each active user. Conveniently, licenses are managed through Daylite Server Admin — so there’s no need to provide license codes and serial numbers to individual users. This tutorial walks you through the process of adding a license to Daylite Server Admin.

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Tabs & Favourites

Video Tutorial: Tabs & Favourites

The Tab and Favourite features in Daylite make it easy for you to access different views of your Daylite database and to get to the information you use most frequently. If you use a web browser such as Safari or Chrome this feature will seem second nature. Watch this tutorial and start to put these convenient features to use.

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Tracking Lead Sources

Video Tutorial: Tracking Lead Sources in Daylite

It’s important to have a system in place to track lead sources, so you can be strategic about engaging marketing services in the future and make sure that people who are sending business your way are appropriately acknowledged. This tutorial shows you how Daylite’s Smart List and contact linking make tracking lead sources a breeze.

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Keeping in Touch with Leads and Clients

Video Tutorial: Keeping in Touch with Leads and Clients

Staying in communication with leads and customers is key to having a successful business. Watch this tutorial to learn how you can use Daylite’s powerful Smart List feature to help ensure that you’re giving people the attention they deserve.