![]() With Smart Lists, you don’t have to add every contact to your follow-up list and then remember to remove them once you’ve followed up. Now that your Contacts have Categories, make a Smart List of leads that you haven’t touched base with in 15 days or whatever time frame is relevant to your business. You can start by adding a Category like “Lead” or “Client” to any new or existing Contacts in Daylite since a Category describes their relationship to you or your business. We’re showing you how! Make your follow-up listįirst, you want to make a Smart List that will tell you exactly who to follow up with and when. ![]() ![]() Luckily, Daylite makes this much easier! You can send individual or bulk emails using email templates while still keeping it personalized for each contact – and using a follow-up list, you won’t even have to remember who or when you’re supposed to reach out. You need to remember who to reach out to and when, what you last spoke about, what to say – all while wanting your emails to have a personal and human touch. You know how crucial it is to keep your business top of mind by touching base with leads and clients every few weeks or months, but the real challenge is staying on top of it all. ![]()
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December 2022
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