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Tracking Daylite Opportunities using a Sales Funnel

Tracking Daylite Opportunities using a Sales Funnel

Making it easier to keep track of opportunities Running a small business keeps you on your toes! There's lots to be getting on with and it's really easy to lose track of all the different things you have going on.  Using software like Marketcircle's Daylite can help...

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Daylite Sales Report

We’ve been very busy working on custom reports for our customers. The report engine in Daylite is really powerful and you can make it visual and interactive - with a bit of creative thinking! We want to show you how great it is, so we’ve made a free report for all...

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Tidying up Daylite smart lists owned by deactivated users

Tidying up Daylite smart lists owned by deactivated users

Smart lists in Daylite are a great way to find data in your database quickly and also share it between team members. But did you know what happens to their smart lists if a Daylite user leaves the company and their account is deactivated? Absolutely nothing. They stay...

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Free October Merlin Project Webinar – Kanban Board

Free October Merlin Project Webinar – Kanban Board

We love Merlin Project - we think it’s the best Project Management tool on the Mac, hands down. With Merlin Project 5 it’s now even better. One new feature that’s making waves is the Kanban Board. What’s a Kanban board? Put simply, it’s a visual project...

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Video – How to connect to a Merlin Server

A video demonstrating how to link to Merlin server, how to access project files and upload project files to Merlin Server. This also works if you're a Merlin Cloud customer. Need more help? Get in touch.

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Our Next Daylite and Direct Mail Webinars

Our Next Daylite and Direct Mail Webinars

We had such great feedback from our last Daylite and Direct Mail webinars, we've decided to do them again. Would you like to manage your newsletters and mailings in Daylite? Sync Daylite to your mailing lists, manage unsubscribes and track opens and link...

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Daylite and TypeIt4Me

We've been using a Mac tool called TypeIt4Me to improve our productivity in Daylite. It's great for tracking things in sales, calls, etc. It allows you to set snippets of text which are triggered when you need it. We use it for Notes to keep a record of sales calls,...

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Free Merlin Project Webinar – Kanban Board

Free Merlin Project Webinar – Kanban Board

We love Merlin Project - we think it’s the best Project Management tool on the Mac, hands down. With Merlin Project 5 it’s now even better. One new feature that’s making waves is the Kanban Board. What’s a Kanban board? Put simply, it’s a visual project...

read more
Our Next Daylite and Direct Mail Webinars

Our Next Daylite and Direct Mail Webinars

We had such great feedback from our last Daylite and Direct Mail webinars, we've decided to do them again. Would you like to manage your newsletters and mailings in Daylite? Sync Daylite to your mailing lists, manage unsubscribes and track opens and link...

read more
Learn how to manage your mailings with Daylite

Learn how to manage your mailings with Daylite

Would you like to manage your newsletters and mailings in Daylite? Sync Daylite to your mailing lists, manage unsubscribes and track opens and link clicks? What if we told you it was at no extra cost and with no fussing around with extra plugins....

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Video – Linking Daylite and Direct Mail

Daylite is great for storing your contacts and you can use it to its full potential by linking it to Direct Mail to manage your marketing campaigns. Best of all the integration is native and doesn't rely on third party plugins. In the video we also mention how you can...

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