Daylite makes it easy to grab the phone number and address of the default company when entering new contacts. Please follow these steps:
- Navigate to the default company in Daylite that you'd like to link new contacts to
- In the people section click Add Person
- Search for the person or create them from scratch
- Navigate to that person and click Edit
- In the phone number or address section click Grab to bring in the entry from the default company
Related articles:
How do I create a new contact in Daylitye?
How do I create new contacts in Daylite with the ImportAssistant?
How do I use the LinkedIn integration with Copilot?