{"id":244386,"date":"2020-09-29T16:05:59","date_gmt":"2020-09-29T14:05:59","guid":{"rendered":"https:\/\/daylitepro.com\/daylite-crm-software\/daylite-all-features\/referral-management\/"},"modified":"2022-06-15T12:26:15","modified_gmt":"2022-06-15T10:26:15","slug":"referral-management","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/referral-management\/","title":{"rendered":"Referral management"},"content":{"rendered":"

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Referral Management<\/h1>\n

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Link your contacts<\/h2>\n

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Exclusively for Mac, iPhone & iPad<\/h3>\n

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Referral Management<\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#ffffff” text_font_size=”23px” header_font=”||||||||” header_2_font=”||||||||” header_2_text_color=”#ffffff” header_2_font_size=”22px” text_orientation=”center” custom_margin=”0px||37px||false|false” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

Link your contacts<\/h2>\n

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Exclusively for Mac, iPhone & iPad<\/h3>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_video src=”https:\/\/vimeo.com\/466116475″ thumbnail_overlay_color=”rgba(0,0,0,0.6)” _builder_version=”4.16″ custom_margin=”-15px||||false|false” custom_margin_tablet=”7px||||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”||||false|false” box_shadow_style=”preset1″ global_colors_info=”{}”][\/et_pb_video][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.5.6″ _module_preset=”default” custom_padding=”15px||3px||false|false” global_module=”237192″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” width=”90%” max_width=”1160px” custom_padding=”3px||3px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_dcsbcm_divi_breadcrumbs_module homebreadcrumbtext=”Home” hide_currentbreadcrumb=”off” _builder_version=”4.16″ _module_preset=”default” body_font_size=”13px” body_line_height=”0em” custom_padding=”||||false|false” global_colors_info=”{}”][\/et_pb_dcsbcm_divi_breadcrumbs_module][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Features” _builder_version=”4.16″ custom_padding=”25px|0px|30px|0px|false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”0px||6px|||” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/ziel-gruen.png” alt=”or.png” title_text=”z-gr” _builder_version=”4.16″ max_width=”30%” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb title=”Keep track of your referrals” _builder_version=”4.16″ header_font=”|600|||||||” header_font_size=”18px” header_line_height=”1.4em” body_font=”||||||||” body_line_height=”1.8em” text_orientation=”center” width=”100%” custom_margin=”25px||||false|false” custom_margin_tablet=”” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||||false|false” custom_padding_tablet=”” custom_padding_phone=”||25px||false|false” custom_padding_last_edited=”on|phone” animation=”off” border_color_all_image=”rgba(0,0,0,0.1)” global_colors_info=”{}”]<\/p>\n

Referrals are important for growing your customer database. With Daylite, you\u2019re able to recognize who is referring customers to your business and link new recommendations.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/menschen-gruen.png” alt=”gor.png” title_text=”m-gr” _builder_version=”4.16″ max_width=”30%” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb title=”Recognize relationships between customers” _builder_version=”4.16″ header_font=”|600|||||||” header_font_size=”18px” header_line_height=”1.4em” body_font=”||||||||” body_line_height=”1.8em” text_orientation=”center” width=”100%” custom_margin=”25px||||false|false” custom_margin_tablet=”” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|phone” custom_padding_tablet=”” custom_padding_phone=”||25px||false|false” custom_padding_last_edited=”on|phone” animation=”off” border_color_all_image=”rgba(0,0,0,0.1)” global_colors_info=”{}”]<\/p>\n

Looking to keep track of relationships between customers or which company has subsidiaries or parent companies? With Daylite, you can identify the web of relationships between individuals and companies.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/gluehbirne-gruen.png” alt=”zor.png” title_text=”gl-gr” _builder_version=”4.16″ max_width=”30%” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb title=”A holistic overview of your business in just one click” _builder_version=”4.16″ header_font=”|600|||||||” header_font_size=”18px” header_line_height=”1.4em” body_font=”||||||||” body_line_height=”1.8em” text_orientation=”center” width=”100%” custom_margin=”25px||||false|false” custom_margin_tablet=”” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|phone” animation=”off” border_color_all_image=”rgba(0,0,0,0.1)” global_colors_info=”{}”]<\/p>\n

With Daylite, you can link your business activity with key stakeholders: each employee with their company, team members with one another, a supplier with the project, and the point of contact with a sales opportunity.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”27px||5px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”4px||7px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#777777″ text_line_height=”1.8em” link_font=”||||||||” ul_font=”||||||||” ol_font=”||||||||” quote_font=”||||||||” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”32px” header_line_height=”1.4em” header_2_font=”||||||||” header_2_text_color=”#000000″ header_2_font_size=”35px” header_2_line_height=”1.3em” module_alignment=”center” text_orientation_last_edited=”off|desktop” global_colors_info=”{}”]<\/p>\n

Full transparency with relationships<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”18px||15px|||” global_colors_info=”{}” width__hover_enabled=”on|desktop”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_line_height=”1.8em” global_colors_info=”{}”]<\/p>\n

Understanding the network of connections between your customers, suppliers, and project participants can give you a distinct competitive advantage.
With Daylite, you can make this knowledge available to everyone on your team. Link different records with one another and define the relationship yourself. For example, \u201cMarketcircle is a partner company of iOSXpert and Alf, the owner, is a long-term friend of Peter. Peter has composed an e-mail that\u2019s relevant to project XY.\u201d All these links are self-generated when you work with Daylite \u2013 it\u2019s that easy!<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_margin_tablet=”” custom_margin_phone=”||10px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”29px||40px||false|” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_color=”rgba(0,0,0,0.05)” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”||40px|||” border_width_all=”1px” border_color_all=”#ef8b23″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#777777″ text_line_height=”1.8em” link_font=”||||||||” ul_font=”||||||||” ol_font=”||||||||” quote_font=”||||||||” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”32px” header_line_height=”1.4em” header_2_font=”||||||||” header_2_text_color=”#000000″ header_2_font_size=”35px” header_2_line_height=”1.3em” module_alignment=”center” global_colors_info=”{}”]<\/p>\n

Most important features<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.17.4″ text_line_height=”1.8em” custom_margin=”||14px||false|false” custom_padding=”|20px||20px|false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

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