How can we help you? How can we help you?
  1. Marketcircle Support
  2. Daylite
  3. Training
  4. Getting Started

Getting Started

iPhone & iPad
Rules for syncing Daylite on the iPhone and iPad

Industry Packs
Can I use the Daylite Industry Templates if I already use Daylite?
Industry Pack for Recruiting
Industry Pack for Music
Industry Pack for Financial Services
Industry Pack for Design
See all 10 articles

Customizing Daylite
How to adjust Text size and Sidebar size in Daylite
How do I add and edit custom fields?
How can I customize default values in Daylite?
Integrated Daylite With Over 1000 Apps
How can I add sidebar items to the favorites bar
See all 14 articles

Projects, Tasks & Workflows
How to organize and prioritize tasks within a project
The Project
The Project Pipeline
How to create pipelines with activity sets
Delegating Projects
See all 6 articles

Getting Organized & Efficient
How to be more productive with Daylite
Calendar Management
Classifications Concepts
Filtering with Smart lists
Task Management
See all 7 articles

Winning New Business
Opportunities Concept
The Opportunity Pipeline
Pipelines with Activity Sets
The Estimate
Delegating Opportunities
See all 6 articles

Logging In
How to log into Daylite
How do I know which Daylite cloud database I am currently logged into?

Daylite Basics
How to create Daylite letter templates in external applications.
How Do I Access Previous Daylite Invoices?
How to take notes and link them to things in Daylite
What is Daylite?
Filtering
See all 26 articles
Keyboard Shortcuts for Daylite
We’ve compiled a list of all shortcuts you can use in Daylite to take yo...
Julia Julia