Daylite
作者 Marketcircle
The official Daylite add-in. Save client history, capture new leads, create tasks, and more.
Daylite was made to help small businesses reduce the time it takes to manage clients, sales, and projects, so they have more freedom to do what they love. By bringing Daylite into your Outlook inbox, you can stay on top of all your client interactions by linking your emails to your contacts, client projects, and sales opportunities.
CREATE A COMPLETE HISTORY
By saving emails in Daylite and linking them to associated Contacts, Projects, and Opportunities, you and your entire team have the full history of communication in one place, regardless of which team member received and saved the email.
CAPTURE LEADS, PROJECTS, AND OPPORTUNITIES
When a new contact, project or potential deal lands in your Outlook inbox, you can now quickly add them to Daylite with just a few clicks, and the email is linked to them so all the relevant information is tied together and easy to find.
TAKE ACTION ON YOUR EMAILS
Is someone asking you to do something for them? Do you need to remember to come back to an email? Turn your email into a todo by creating a Task or scheduling an Appointment in Daylite – the email will be linked to the Task or Appointment, making it easy to find when you’re ready to work on it.
TRACK THE WHOLE CONVERSATION
Daylite for Outlook also works when composing a message, so you can record your outgoing email, making it easy to track the whole conversation.
OFFICIAL ADD-IN
Daylite for Outlook is Marketcircle’s official add-in for Outlook. Requires a Daylite account. Learn more about Daylite at https://www.marketcircle.com
This add-in will launch itself when you send an email. If you’ve added the email to Daylite, a notification will be shown to confirm it has been added after sending the email.
應用程式功能
- 可以在網際網路上傳送資料
- 此應用程式可以存取及修改使用中訊息內的個人資訊，例如本文、主旨、寄件者、收件者及附件資訊等等。對於您信箱中的其他項目則無法讀取或修改。請檢閱開發人員的隱私權原則，了解有關如何管理與處理個人資訊的更多詳細資料。
- 使用者傳送電子郵件。