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  1. Marketcircle Support
  2. Daylite
  3. Getting Started

Getting Started

Installation and Updates

How do I install or manually update Daylite on my Mac?
How to Update Daylite
How to uninstall Daylite?
How can I uninstall Daylite Mail Assistant?

Logging In

How to access multiple Daylite databases on the same device
How to log into Daylite
How do I know which Daylite cloud database I am currently logged into?
Migrating to Daylite Cloud from Self-Serve

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 15 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 8 articles

Winning New Business

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

iPhone & iPad

Rules for syncing Daylite on the iPhone and iPad

Daylite Basics

What is Daylite?
Choosing an email address to send external invitations or emails from.
How to create Daylite letter templates in external applications.
Keyboard Shortcuts for Daylite
Accessing your Daylite Invoices
See all 27 articles

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