How to track referrals, and organize contacts and appointments with linking Marketcircle Customer Service Team December 18, 2019 18:42 Updated Follow Enjoyed this? Check out our other helpful Daylite training video series: Getting Organized and Efficient Winning New Business Projects, Tasks & Workflows Related articles Classifications Concepts How to stay on top of individual follow ups Best Practice for Customizing Categories and Keywords Rules for syncing Daylite on the iPhone and iPad How can I uninstall Daylite?