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We offer this course free of charge in our Daylite Academy. You will get access to all courses if you choose one of our Daylite Business Coaching Packages. You already have an Academy Account? Login >>

Course: Capturing Contacts

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