This course is part of our Daylite Business Coaching. You are already a Daylite Business Coaching customer? Login >>
Course: Finding Contacts
Section: Build And Nurture Relationships
Being able to find your contacts in Daylite is as important as creating them in Daylite. Daylite offers various ways to find contacts. This course covers searching and finding contacts and their information in your Daylite database. We’ll touch base when it’s best to search and when it’s best to filter for results.
We’ll cover these topics:
– Filtering contacts
– Sorting contacts
Duration: about 45 minutes