Daylite

The #1 Business Productivity Manager
for Mac, iPhone, iPad

Daylite by Marketcircle is a business productivity manager designed to help you manage your business and your team. More than just a CRM, Daylite can be used to manage your company’s projects, sales, contacts, tasks, appointments, meetings, notes, and email. Work with your Daylite information on your iPhone, iPad, or iPod Touch with Daylite Touch. Spend less time fighting against your cumbersome processes, and more time getting things done.

UGUtech Consulting is a Certified Daylite Master Partner, and an expert Daylite integrator. Get in touch, and find out how to use Daylite to move your business forward.

Certified Daylite 101 Training

Marketcircle Certified Trainer

UGUtech Consulting is also a Marketcircle Certified Trainer, and now offers the Daylite 101 training class. The cost is $595 per student (includes course workbook), and includes a Daylite 101 Certified class workbook for each student, and a certificate of completion. Read on to learn all about it…

Daylite 101 Training Course

Everything in Daylite revolves around achieving objectives. This 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 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.

Daylite project

What You’ll Learn

  • Understand the Concepts behind Daylite
  • Be comfortable navigating through Daylite’s interface
  • Be aware of new ways in which Daylite can increase business productivity
  • Have concrete procedural documents for systems specific to your company

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
  • 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