For years Lotus TechPros has partnered with Marketcircle (makers of Daylite – the all-in-one small business CRM) to help manage their client's business needs. In the below published article by Marketcircle, Lotus TechPros President and CTO, CV Rao explains how Siri and Daylite can seemlessly work together to help make sure you don’t forget any idea or to follow-up with someone.
Marketcircle / March X, 2021 / Writers Name
How To use Siri on Your iPhone and Apple Watch To Capture Ideas in Daylite
Do you ever notice how it’s always when you’re driving or walking somewhere that something important pops up in your mind? You’re on your way to a client meeting or the grocery store and suddenly you remember, “I should touch base with Jessica next week.” Or you’re inspired by something on your walk that you can use in an upcoming marketing campaign to generate some new business.
Alas, you’re busy and on the move so you don’t have time to fumble with your phone to jot down that task. But without recording that task in Daylite, there’s a good chance you’ll forget to touch base with Jessica and that brilliant idea vanishes into thin air along with remembering what you had for breakfast that morning.
Siri to the rescue
This is where Siri and Daylite can work together to help you make sure you don’t forget that brilliant idea or to follow-up with someone! CV Rao, owner of Lotus TechPros has been a Daylite partner for years helping customers in a variety of industries to streamline processes and save time with Daylite. One of his favourite time-saving tricks is using Siri on his iPhone and Apple Watch to create tasks in Daylite.
By using Siri on your iPhone or Apple Watch to create tasks for you in Daylite, setting a reminder to follow-up is as easy as saying, “Hey Siri, remind me to follow up with Jessica next week.”
“Our minds are made to create - not for remembering things. By capturing what comes to my mind, immediately as a task in Daylite, I maintain focus on what I am doing at the moment, rather than challenging my mind to try to remember something for later. This helps me stay on purpose and get things done!” says CV Rao, owner of Lotus TechPros.
Whether you’re working in your car or on the couch and don’t want to be distracted from what you’re focused on, you can use Siri to create the task for you so it’s immediate and almost automatic. You no longer have to open up Daylite to capture a task, Siri does all the work for you!
How to set it up
Ready to use Daylite hands-free with the help of Siri on your iPhone or Apple Watch? Follow these steps to set up Daylite and Siri and start getting help catching ideas before they fly by.