Daylite 101

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.

Some quick points about the course:

• Marketcircle approved curriculum
• Instructor led course
• Workbook with exercises
• Multiple learning styles (audio, visual, tactile etc)
• Immediate productivity gains with fully trained staff
• Daylite certificate issued upon completion
• Great addition to your resume

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.

• The average business in the US spends 2% of payroll on employee training. The top performing organizations spend between 3.5% to 5%. 
- ASTD Learning Outcomes Report 200 and Training Magazine 2004
• Companies that invest above the average in employee learning outperform the stock market by more than 45%. Those that don’t, underperform by 22%. 
- ASTD / Bassi, 2000

Prices may vary depending on class size and location; check with your trainer for details

Description

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.

Course Outline

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 Calendars

Creating a New Note Activity Pane Interface

Preferences in Mail Create Contact from within Mail Link Mail with Contact, Project & Opportunity Create New Tasks, Appointments, Projects or Opportunities from Mail

Using Quick Find Global Search Using Filtered Views

Creating Smart Lists for Contacts & Organizations Creating Regular Lists

Using Bulk Edit for Contacts and Organizations Inputting Forms

Emailing from Daylite Performing Mail Merges from Daylite

Creating a New Opportunity Create Tasks & Appointments Linked to Opportunity Applying an Activity Set Using Estimates Working with Pipelines

Creating a New Project Creating Sub-Tasks and Followup Tasks Delegating Tasks

Exploring Built-In Print Layouts Using the Live List Print Layout Using the Built-In Reports