Marketcircle Daylite 3

Business Management:
Marketcircle Daylite 3

Duration : 4 days
Cost: $1299.00

Daylite Elite Partner

Summary:Daylite is the only Mac-based business productivity application that helps manage your organization at every stage of the business cycle. In this course you will learn to use Daylite to organize and use your critical data and information.

Audience:Those wanting to manage and leverage the power of their business data using an elegant, intuitive Mac-based solution.

Prerequisites:Students should have mastery basic computer operation skills including using a mouse, opening, saving, and finding files, and opening and closing computer programs. If a student is unable to keep up with the material in class, they may need to observe the lessons in order not to slow down the rest of the class. We are able to provide one-on-one consulting services and tutoring to support students in that situation.

What You Will Learn:

  • Working with a Database
  • Working with Contacts & Organizations
  • Working with Groups
  • Working with Projects
  • Working with Tasks, Timeblocks, and Notes
  • Using Daylite for Correspondence
  • Managing Sales with Daylite
  • Working with Multiple Users

Time: Class time is 9:00 a.m.- 4:00 p.m. We usually break for lunch between 12:00p.m. & 1:00p.m. Students can either bring their lunch or eat at any of the restaurants nearby. We take other small breaks throughout the day as needed.

Customized Training: Web Etcetera also offers customized training on this software at our location or yours. For more information, call us at (414) 963-1229 or e-mail us at webetc@web-etc.com.

Registration: Please fill out our Registration Form

Marketcircle Daylite 3 Training Course Outline

LESSON 1
Working with a Database
  • Creating a Database
  • Creating and Managing User Accounts
  • Connecting to a Database
  • Backing up a Database
LESSON 2
Working with Contacts and Organizations
  • Creating a Contact with an Organization
  • Creating a Contact
  • Creating an Organization with a Contact
  • Viewing and Editing Contacts
  • Viewing and Editing an Organization
  • Adding New Information to an Organization
LESSON 3
Working with Groups
  • What is a Group?
  • Creating a Group
  • Creating Links to Contacts and Organizations in a Group
  • Removing a Link from a Group
LESSON 4
Navigating and Searching
  • Searching with Lists
  • Navigating Daylite Views
  • Saving Custom Views
  • Creating Customized Workflow
  • Working with Report Templates
LESSON 5
Customizing Daylite
  • Working with Activity Sets
  • Recording Time & Billing
  • Working with Classifications
  • Defining & Editing Classifications
  • Defining & Editing Keywords
  • Working with Daylite Forms and Extra Fields
  • Working with Bulk Edit
LESSON 6
Using Daylite for Correspondence
  • Working the Phone with Daylite
  • Preparing Correspondence with Daylite
  • Distributing Correspondence with Daylite
  • Sending Email with Daylite
  • Sending Email with MailDrop
LESSON 7
Managing Sales with Daylite
  • Working with Stages
  • Managing Sales Teams with Daylite
  • Creating a Project from an Opportunity
LESSON 8
Working with Multiple Users
  • Understanding the Multiple User Concept
  • Creating Users
  • Understanding Privileges
  • Putting Priveleges to Work
LESSON 9
Daylite Importing & Exporting
  • Exporting Data from Daylite
  • Importing Data into Daylite
  • Synching Data with Daylite
  • Importing with XML Web Leads
  • Working with Online and Offline Databases