1. Home
    2.  » 
  2. Daylite Academy
    3.  » Daylite Academy – Capturing Contacts
Sign up

Daylite Business Coaching includes full access to all courses offered by our Academy.
Already registered? Then you can get started right away.
Register now >>

Daylite Academy

Course: Capturing Contacts

Section: Build And Nurture Relationships

To record business contacts correctly is the basis for a well-maintained database in your CRM system. Besides the creation of companies and persons in Daylite, we show you additional possibilities to make the creation of contacts even faster and easier. So you save important time in your daily life and can concentrate on the substantial.

Duration: about 50 minutes

Content

Introduction

HOW DO I CAPTURE CONTACTS IN DAYLITE?

How to capture person records in Daylite?

How to capture person company in Daylite?

Test: Capturing people and company records

How do I capture contacts via Map?

How to create contacts with macOS services?

Test: Capturing contacts via Map and services

Important settings for addresses

Test: Important settings for creating contacts