Start Smart with Daylite – Site License

$299.00

This online course is designed for people who are using Daylite for the first time. Part 1 introduces Daylite terminology and concepts and guides your through the process of performing a basic installation and configuration of Daylite. Part 2 builds on the information covered in Part 1. You’ll learn how to use many of Daylite’s powerful features to manage the day-to-day operations of your business.

Purchasing this product provides you with a Site License that can be shared within your organization.

Description

Start Smart with Daylite – Part 1

This online course is designed for people who are using Daylite for the first time. Part 1 introduces Daylite terminology and concepts and guides your through the process of performing a basic installation and configuration of Daylite, specifically:

  • Basic Daylite concepts and terminology.
  • How to install and perform a basic configuration of the Daylite Server.
  • How to install the Daylite software on Mac and iOS.
  • How to navigate the Daylite user interface.
  • How to perform a basic configuration of Daylite, including best practices for using Categories and Keywords.
  • How to create contacts.
  • How to import contacts from the Mac Contacts app.
  • How to import calendars from the Mac Calendar app.
  • And more…

Start Smart with Daylite – Part 2

Part 2 builds on the information covered in Part 1. You’ll learn how to use many of Daylite’s powerful features to manage the day-to-day operations of your business. Along the way we’ll introduce some best practices for creating and maintaining your database, specifically:

  • How to track activity with People and Companies.
  • How to link Daylite Objects together and take advantage of Daylite’s relational database capabilities.
  • How to use the Daylite Mail Assistant (DMA) to store emails in Daylite and to conveniently access Daylite functionality from within the Mac OS Mail app.
  • How to use the Daylite Calendar to manage people and resources.
  • How to track new business using Opportunities.
  • How to manage internal and client deliverables using Projects.
  • How to use Tasks to manage and delegate commitments.
  • How to search and filter your Daylite data.
  • How to use Smart Lists to conveniently and dynamically access specific information.
  • How to collect data in a structured way using Forms.
  • How and when to use Groups.
  • And more…