Getting Started with Daylite
Onboarding Package
Hit the ground running and get the most out of this amazing software!
In the Onboarding appointment we'll:
  • configure Daylite for your business & workflow 
  • harness the power of Daylite Mail Assistant for maximum efficiency
  • create and link Daylite objects
  • segment data with filtering and smartlists
  • calDAV and cardDAV sync setup
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Daylite workflow analysis & training
Already using Daylite but want to get more out of it?
  • fine-tune Daylite setup for your business
  • workflow analysis
  • using Opportunities & Projects
  • creating and use Pipelines
  • Task management
  • calDAV and cardDAV sync setup
  • segment data with filtering and smartlists
  • troubleshooting
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integrate Calendly online scheduler with Daylite
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integrate Daylite
with Slack
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