How to Create New Opportunities With The Daylite Mail Assistant
Don't let Leads slip through the cracks by forgetting to add them to Day...
Why can't I see the custom Category or Keyword that I created in my Opportunities or Projects?
Although the following screenshots depict the Category option, the same ...
Best Practice for Customizing Categories and Keywords
By using Categories and Keywords together, you can group and better orga...
Can I import leads from web forms in Daylite?
Daylite does not support importing XML files. Instead, Daylite can impor...