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Apple Certified Help Desk Specialist

11-11 Moving information from Apple Mail into Daylite

Level: 2
Lesson Video Length: 23 minutes.
Lesson Manual: 25 pages pages. (Scroll to bottom of lesson to download PDF)

Application:
DMI
Application:
Daylite Client 3

Contacts

Notes

Opportunities

Organizations

Tasks

In this lesson you will learn how to:

Track the leads that you receive by email every month
Put Contacts from Mail into Daylite
Create a task from an email
Where to find emails in Daylite
Create an opportunity from a task
Use iClipboard to quickly transfer information instead of the dreary copy paste, copy paste.

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Further Learning

Average Review

(1 customer reviews)

Customer Reviews

Posted by Donovan Watts on Monday, April 16, 2012 at 9:03am

Awesome, informative lesson. I learned a lot about how to maneuver around in Mail and Daylite. Lots of handy tips in this video.

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