How to Always Remember to Follow up with Prospects

Closing deals means making a lot of commitments, often months in advance. If you forget to follow up just once, the entire thing can unravel.

Daylite reminds you of your commitments no matter how long ago they were made, so you can be confident your deals get done.

What you'll learn:

  • How to get reminded to follow up with prospects
  • How to track new business due dates from your calendar
  • How to use the Home Screen as your daily dashboard

How to get reminded to follow up with prospects

Tasks with reminders are the best way to make sure your commitments are followed through. No matter how long ago it was added to Daylite, you'll get a reminder to follow up.

Automatic Reminders

Automatic reminders make sure you don't forget to add a reminder on your Tasks. Focus less on worrying about remembering and more on getting real work done.

New Task
  1. Choose Daylite > Preferences and choose Notifications
  2. Click Tasks
  3. Click None and select Message so you get a new notification
  4. With the date and time picker, choose when you want a reminder
  5. Select the checkbox labelled New Tasks and appointments I create
  6. Select the checkbox labelled Receive items through delegation or invitation
  7. Select the checkbox labelled Disable reminders for tasks marked as Done

Add as many as reminders as it takes to give you peace of mind thing's won't get forgotten.

Create Tasks to follow up

The easiest way to crate a new Task is the New Item button. This button will change depending on what you're viewing in Daylite, so to create a new Task, click All Tasks or My Tasks, then select + New Tasks

New Task

When you're not viewing Tasks, click the down arrow next to the New Item button and choose New Task.

New Task

Your task will now have a reminder added by default. You can change the reminders here if they don't fit your needs. Now, click the due date field and from the date picker, select the date you want this task to be finished by.

Save clicks by setting up a Default Due Date for Tasks.

Choose Daylite > Preferences > Defaults Values and click Tasks. Select the checkbox next to Automatically Set Due Date and choose how many days after today you want all Tasks due.

You can change the due date for a Task even with a Default Due Date set.

Follow up on your reminders

Now that you have a reminder on a Task with a due date, you have peace of mind knowing that you will get notified to follow up by Daylite no matter when it is due.

Reminders

When a reminder fires, the notification bell in Daylite turns red and the Daylite icon on your Dock will showing how many pending notifications you have. Click on the notification bell, and you will see your reminder with the name of your Task and these options:

  1. Status checkbox: Click if the Task is completed
  2. More: Go to the Task in Daylite for more details
  3. Snooze: Snooze the reminder with pre-set time increments
  4. Dismiss: Remove the reminder from the notification menu

Reminders that follow you

Even when you're outside of Daylite, push notifications will remind you on your Mac, iPhone and iPad.

Push Notifs

No matter where you are, stop things from falling through the cracks. Customize push notifications in System Preferences for macOS and in the Settings app for your iPhone and iPad.

Track Follow ups on your calendar

Tasks and Opportunities can appear on your Calendar and Home scree. This way you have a visual reminder when a tasks is due or deal should close. Opportunities don't have Reminders like Tasks, and instead use forecasted close date. For more on using Opportunities to track new business, check out How to Capture New Business.

Calendar

Add Tasks and Opportunities to your Calendar

  1. Click My Calendar
  2. Click the Calendar Options Gear
  3. Select Show Tasks and Show Opportunities

Make the Home Screen your daily dashboard

The Home Screen is a dashboard for your day and week. Overdue Tasks and Opportunities, as well as ones that are due within the next week, will appear on your Home Screen.

Home Screen

Make a habit of reviewing the Home Screen every day. First, check for anything overdue, then prepare for the week by reviewing what is due in the next 7 days.

Wrap up

Don't lose deals because someone forgot to follow up. Use Reminders to keep you organized, on track, and focused on your priorities. Spend your time working with potential customers so you can close more deals. Now you're ready to track all the details your business by Organizing The Moving Pieces in a Deal.