Lead Scoring
Categorize your leads
Exclusively for Mac, iPhone & iPad
Lead Scoring
Categorize your leads
Exclusively for Mac, iPhone & iPad
Categorize your leads
Segment your prospects according to their level of interest. Use color coding for potential, warm, and hot leads.
Tag specific interests
Use keywords to note areas of interest and quickly select prospective customers for special products or services.
Assign priorities
Prioritize your contacts by importance and see in a flash who you should talk to next.
Know who to look after
Use your valuable time wisely and take care of the most important contacts first. Daylite lets you label your prospects and customers in different dimensions. Who has the greatest interest, where is the highest probability of closing a deal and which services are a customer most interested in? Daylite answers these questions quickly and precisely. Use smart lists to create segments of your prospects and check who you have not contacted in a while.
Most important features
- Color coding: See at first glance what potential a lead has. And if you use our phone integration, Fone&Text, you’ll see even see this from the very first call from your lead.
- Interest tags: Tag the interests of your customers using keywords to quickly know what is most important to your customer.
- Prioritization: Prioritize your contacts by importance and use smart lists to ensure that you contact your most important customers often enough.
- Segmentation: Segment your prospects based on multiple elements, such as priority, interest, and likelihood to buy.
Related topics:
Â
Experience Daylite and the Plugins live
Book our Online-Webcasts
Learn more
This function belongs to the section: Close More Deals.
Blog Entries | Close More Deals
New: Automatic address capture with Daylite
With the latest release of Web&Map, we deliver a number of great improvements for your Daylite workflow! Use the web to capture addresses In the...
4 great improvements for Time&Budget users
With all that wet and rainy weather in April we found enough time to add four great new features for you to our Time&Budget plugin. If you are...
BETA: Kanban boards now integrated into Daylite!
A clear, agile project management tool with visualized workflow and simple drag & drop editing - that's exactly what we wanted in our project...