Learn how to get the most out of Daylite with an instructor-led training course. Whether you're new to Daylite or have been using it for a while, you can benefit greatly from this course. It takes a bit of time to learn a new system, and people learn in different ways. Some by seeing, others by reading, and almost everyone learns by doing. With the Daylite 101 course, you will learn using all of these methods to get the most effective training possible. If you've recently switched to Macs then you know that your staff is already having to learn a new operating system. Thankfully they are learning the best and most intuitive operating system ever made, Mac OS X. Still, these things take time and users can be overwhelmed, especially when they are trying to do their day to day tasks at the same time.
Daylite is quickly becoming the default business collaboration tool in Mac-based businesses. Learning the ins & outs of this software can increase your chances of landing a job at a Mac-based company. Mixed classes are available for individuals which makes for a great networking environment. Larger companies may want to check with their trainer about on-site or exclusive classes. The Daylite 101 course material was designed for Marketcircle by Witz Training, a Gold Level Apple Authorized Training Centre in Toronto. Witz has been designing employee training programs for over 30 years and are leading providers of Apple related software training. All Marketcircle Certified Trainers have completed an extensive training curriculum around product knowledge, business workflows and training best practices.
Prices may vary depending on class size and location; check with your trainer for details
Everything in Daylite revolves around achieving objectives. This Marketcircle Certified comprehensive 2 day course will familiarize students with the most effective workflows for getting the most out of Daylite in order to grow your business.
Understand the power of defining relationships between the people and companies you deal with including searchable email histories for everyone. Schedule meetings in minutes with shared calendaring. Systematically track every opportunity that comes your way and avoid sales slipping through the cracks. Use tasks organized into projects and learn how to quickly delegate them amongst team members.
Lesson 1 - Daylite Concepts
Lesson 2 - Overview of the Interface
Lesson 3 - Creating Contacts & Organizations
Creating New Contacts & Organizations Manually creating links between objects Understanding Roles & Relationships
Creating New Appointments & Meetings Using the Due List Panel Viewing Other Users CalendarsLesson 5 - Creating & Linking Notes
Creating a New Note Activity Pane InterfaceLesson 6 - Understanding DMI & Common Workflows
Preferences in Mail Create Contact from within Mail Link Mail with Contact, Project & Opportunity Create New Tasks, Appointments, Projects or Opportunities from MailLesson 7 - Searching & Filters
Using Quick Find Global Search Using Filtered ViewsLesson 8 - Smart List Basics
Creating Smart Lists for Contacts & Organizations Creating Regular ListsLesson 9 - Bulk Edit & Forms
Using Bulk Edit for Contacts and Organizations Inputting FormsLesson 10 - Corresponding Using Daylite
Emailing from Daylite Performing Mail Merges from DayliteLesson 11 - Managing Sales using Opportunities
Creating a New Opportunity Create Tasks & Appointments Linked to Opportunity Applying an Activity Set Using Estimates Working with PipelinesLesson 12 - Project Tracking
Creating a New Project Creating Sub-Tasks and Followup Tasks Delegating TasksLesson 13 - Generating Print Layouts & Reports
Exploring Built-In Print Layouts Using the Live List Print Layout Using the Built-In Reports