Daylite Class


Amplify your workflow, Reach Daylite’s full Potential

Mac Laptops at Daylite Training Session

Upon arrival each student is paired to a Mac laptop loaded with Daylite training files. Computers are connected to a live Daylite Database, allowing everyone to make the most out of their learning experience. Students then walk away with the practice of working with real life scenarios. This is a spectacular way to get your industry specific questions answered.

Jani of Macfanatic always recommends Daylite to anyone that owns a business


Your Class Includes :

  • A personal laptop loaded with exercise files
  • Daylite 101 Certified class workbook
  • Marketcircle Authorized Training Certificate of Achievement
  • Complimentary refreshments and healthy snacks to keep your mind alert and your stomach satisfied
  • Wine and beer at the end of the last day to celebrate your achievement!

Next Daylite Class

Date: January 19 and 20, 2011
Time: 9:30 am to 5:00 pm
Location: Macfanatic Learning Studio
203-55 Water St, Vancouver BC
Price: $599

Flying in From Out of Town?










Day 1 and 2

Lesson 1: Daylite Concepts

  • Understanding core fundamentals and the key concept behind Daylite

Lesson 2: Overview of the Interface

  • Most efficient way to navigate through Daylite

Lesson 3: Creating Contacts & Organizations

  • Creating New Contacts & Organizations
  • Manually creating links between objects
  • Understanding Roles & Relationships

Lesson 4: Scheduling Appointments & Meetings

  • Creating New Appointments & Meetings
  • Using the Due List Panel
  • Viewing Other Users Calendars

Lesson 5: Creating & Linking Notes

  • Creating a New Note
  • Activity Pane Interface

Lesson 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 Mail

Lesson 7: Searching & Filters

  • Using Quick Find
  • Global Search
  • Using Filtered Views

Lesson 8: Smart List Basics

  • Creating Smart Lists for Contacts & Organizations
  • Creating Regular Lists

Lesson 9: Bulk Edit & Forms

  • Using Bulk Edit for Contacts and Organizations
  • Inputting Forms

Lesson 10: Corresponding Using Daylite

  • Emailing from Daylite
  • Performing Mail Merges from Daylite

Lesson 11: Managing Sales using Opportunities

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

Lesson 12: Project Tracking

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

Lesson 13: Generating Print Layouts & Reports

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