{"id":247013,"date":"2020-10-16T19:33:11","date_gmt":"2020-10-16T17:33:11","guid":{"rendered":"https:\/\/iosxpert.biz\/?page_id=247013"},"modified":"2025-09-08T15:53:41","modified_gmt":"2025-09-08T13:53:41","slug":"organizing-contacts","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-academy\/organizing-contacts\/","title":{"rendered":"Daylite Academy -Organizing Contacts"},"content":{"rendered":"

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This course is part of our Daylite Business Coaching<\/a>. You are already a Daylite Business Coaching customer? Login >><\/a><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”3_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”1″ _builder_version=”4.16″ text_font=”||||||||” text_font_size=”20px” text_line_height=”1.6em” header_font=”||||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”45px” header_line_height=”1.3em” header_2_font=”||||||||” header_2_text_align=”left” header_2_text_color=”#000000″ header_2_font_size=”45px” header_2_line_height=”1.3em” background_layout=”dark” module_alignment=”center” custom_margin=”-13px||0px||false|false” custom_padding=”||5px||false|false” custom_padding_tablet=”” custom_padding_phone=”||0px||false|false” custom_padding_last_edited=”on|phone” header_font_size_tablet=”” header_font_size_phone=”34px” header_font_size_last_edited=”on|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”34px” header_2_font_size_last_edited=”on|desktop” locked=”off” global_colors_info=”{}”]<\/p>\n

Daylite Academy<\/a><\/h2>\n

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Course: Organizing Contacts<\/h1>\n

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Section:<\/span> Build And Nurture Relationships<\/a><\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” custom_margin=”5px||||false|false” global_colors_info=”{}”]<\/p>\n

Contacts are the backbone and the basis of every company and every CRM system. We need contact information, contact persons, and must be able to access all information together as a team in order to be successful.<\/p>\n

Daylite distinguishes between a person and a company as a contact. In this course, you will learn how to define a relationship between them, for example, to represent parent companies and subsidiaries or recommender.
You will also know how to structure and organize your contacts once you have completed the course. How to know immediately, based on categories or keywords, whether a customer or prospect contacts you and in which role they are in the respective company. Using the vicinity search, you will learn how to segment contacts based on their location and how to search, filter, and create simple lists in the same way.<\/p>\n

Since Daylite is a collaborative system, by the end of this course you will know how to share complex selections with your team and work together.<\/p>\n

Duration:<\/strong> about 60 minutes<\/p>\n

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Content<\/h2>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Introduction<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_text_color=”#000000″ header_3_text_color=”#000000″ header_3_font_size=”20px” custom_margin=”40px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

HOW CAN I ORGANIZE PEOPLE AND COMPANIES IN DAYLITE?<\/strong><\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I organize relationships between people and companies?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: How can I organize relationships between people and companies?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I set relationships between people?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: How can I set relationships between people?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I set relationships between companies?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: How can I set relationships between companies?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_text_color=”#000000″ header_3_text_color=”#000000″ header_3_font_size=”20px” custom_margin=”40px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

HOW CAN I SEGMENT CONTACTS?<\/strong><\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I use categories and keywords?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: How can I use categories and keywords?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I filter for job title, role and other fields?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: How can I filter for job title, role and other fields?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I sort contacts?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: How can I sort contacts?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I segment contacts by location?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: How can I segment contacts by location?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I use a simple contacts list?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: How can I use a simple contacts list?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_text_color=”#000000″ header_3_text_color=”#000000″ header_3_font_size=”20px” custom_margin=”40px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

HOW CAN I SHARE CONTACT SEGMENTS WITH A TEAM?<\/strong><\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I share a filtered contact list?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: How can I share a filtered contact list?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I share contacts using a group?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: How can I share contacts using a group?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

This course is part of our Daylite Business Coaching. You are already a Daylite Business Coaching customer? Login >>Daylite AcademyCourse: Organizing ContactsSection: Build And Nurture RelationshipsContacts are the backbone and the basis of every company and every CRM system. 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