Don't miss out on sales opportunities just because you forget to put them in Daylite. The Daylite Mail Assistant (DMA) helps you make more revenue by enabling you to capture sales opportunities as soon as they arrive in Apple Mail.
- Select the desired email in Apple Mail and click Add to Daylite
- Click on the plus sign to the right of Destinations
- Enter the desired details of the opportunity
In Apple Mail, you can add more details to the chance by clicking on the button to the right of the chance's name and selecting Edit or View in Daylite.