Remember the Details about the People You Meet

We're always on the go, pressed for time, and even though we know our memories are far from perfect, we don't want to stop and write things down.

That’s why, no matter where you go, you can capture new contacts quickly in Daylite. Remember all the details, whether you spoke yesterday or 10 years ago.

What you'll learn:

  • How to capture a contact in Daylite
  • How to classify your contact
  • How to track roles and relationships

Capture new contacts

Daylite gives you a lot of options to create a new contact. You can create a new contact within Daylite, as well as on your iPhone and iPad,, and Mail on the Mac

Capture a contact in Daylite

Capturing new contacts

The easiest way to capture a new contact is to use the New Item button. This button will change depending whether you're looking at People, Companies, or another item in Daylite.

When you're not viewing Contacts, click the down arrow next to the New Item button and choose to create a Person or Company.

Capture a contact from email

New contact from email

Daylite includes the Daylite Mail Assistant, a plugin for Mail on the Mac. It allows you to capture things like new contacts straight from your inbox, while also linking them to the email.

  1. Click on + Next to Contacts.
  2. Type in the name of the person you want to add in the Contact Search Bar
  3. Click on + New Person.

Capture a contact on your iPhone & iPad

You're not always in front of your Mac, and that's where Daylite for the iPhone and iPad comes in.

Contacts you capture while on the go will sync with your other Daylite devices, so you always have the most up to date information.

Classify
  1. Tap the Contacts tab
  2. Tap the Add Contact Plus button
  3. Choose to create a Person or Company

Contact basics

Daylite gives you a lot of contact fields. Don't panic! You don't have to use them all.

Gather the information you need today and as your relationship grows, add to any of the new fields you need.

For strategies about capturing new relationships, join the Build and Nurture Relationships Webinar.

Contact basics

You can add and change labels for fields when creating contact cards by clicking the label. For more fields, click add field at the bottom of the card.

Classify

When you classify your contacts, you can do powerful things. Sort, filter, and segment your contacts with Categories and Keywords.

Classify

Category

Categories are the top-level contact classification. A contact can only have one category. When classifying a contact, consider who they are to you and the business.

Here are a few examples of how you can categorize your contacts.

  • Where they are in your sales funnel:
    • Prospect
    • Lead
    • Customer
  • Business relationship
    • Supplier
    • Vendor
    • Coach
    • Employee
  • Personal contacts
    • Family
    • Friends

Add a Category to a contact by clicking the Category pop-up menu. If no category fits, click Edit Categories... and create a new Category.

Keywords

Keywords are more flexible than Categories. A contact can have as many keywords as you want, so feel free to use them for as many reasons as you need.

Here are a few examples of how you can use Keywords to classify your contacts:

  • Type of lead
    • Cold
    • Hot
  • Source
    • Facebook
    • Trade Show 2018
    • Referral
  • Buyer preference
    • 2 Bedroom House
    • Monthly Coaching Sessions
    • Wedding Package 2

Add a contact Keyword by clicking the Plus button next to the Keywords field and type the Keyword you want to add.

You'll rarely meet someone who isn't involved with another company or knows someone else in your network. When you link People and Companies together, you can choose Roles within a Company, and Relationships between people. Now you can always make sure you're speaking to the right person at a company, track referrals, and see how your network grows.

Classify

Roles

When you link a person to a company, you can choose what their role is. This helps by documenting who does what in a company. That way, when you call or email a company, you're sure you're reaching the right people. You can also do things like building an entire campaign targeting specific roles, such as coaching for C-levels.

Relationships

When you link a person to another person, you can choose their relationship. This is helpful when working with multiple people in a family, tracking referrals or business partners.

Wrap Up

Keep the details straight and capture new contacts in Daylite. More than just a contact manager, Daylite gives you powerful classification tools to tracks categories, assign keywords, as well as define roles and relationships. Remember it all and action it in ways you never could before.

Now that you've captured them, you want to keep your leads hot. Read Catch Leads Before They Get Cold.