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Getting Started:


Single User
Multi Devices
Multi User
Daylite 4 Tour
Contacts & Calendars

Customizing Daylite:


Customizing Daylite
Working with data

Being Productive:


Productivity Tips
Daylite for iOS

Webinars:


A Day at the Office with Daylite
Developing a Sales Cycle
Projects: Setting up Pipelines
Task Management
Managing Projects
Power Features: Search, Filtering and Smart Lists
Import your Data into Daylite
Manage Email Marketing Campaigns with Daylite
Project Management with Daylite and Merlin
Working with Daylite and Billings Pro
Welcome to Daylite: An Interface Tour

Single User Setup

Learn how to setup Daylite for a single user with 1 device.

Single User Setup for Multiple Macs and Devices

Learn how to setup Daylite for a single user with more than 1 device.

Multi User Setup

Learn how to setup Daylite for a company that has more than 1 user and more than 1 device.

Daylite 4 Tour

Take a tour of Daylite and get an introduction to the user interface.

Adding Contacts and Calendars

Learn how to add your contacts and calendars from Address Book and iCal.

Customization Options in Preferences

The key to making Daylite fit your industry is in the preferences. We will guide you through the customizable settings that are relevant to your business.

Working with Your Data

This video is all about doing WORK. Logging calls, taking notes, scheduling appointments, searching, and generally managing your contacts.

Productivity Tips

Here are some handy shortcuts to help shave minutes off your day and be more productive.

Daylite for iOS

Take your business with you when you're on the go. Get a first hand look at Daylite for iOS.

A Day at the Office with Daylite

Watch as we take you through a typical day in the office with Daylite. You will learn the basics like how to make and log calls, track email correspondence, schedule meetings, and manage your daily task list.

Daylite Opportunities: Developing a Sales Cycle

Watch as we take you through how Daylite helps with developing, implementing and tracking your sales cycle. This webinar will show you how to set up your sales cycles in Daylite and how to stay on top of them with priority lists and reports.

Daylite Projects: Setting up Pipelines

Using Daylite to track projects can help organize the most haphazard teams. Learn how to setup customized Pipelines for your projects and how to link tasks and milestone appointments to each project stage.

Task Management in Daylite

Today's small businesses always have a lot to do. There are so many tasks that need to get done that it can become overwhelming at times. Join us as we show you how Daylite can help keep you focused on what needs to get done now, what others need to get done for you, and what you have to get done on the horizon.

Daylite Projects: Managing Projects

Watch as we show you how to manage a project with Daylite. We will show you how to create pipelines, dependant tasks and appointments, how to assign tasks and meetings to your team, how to filter through your project lists and find pertinent information quickly and easily, and how to work with project resources and information such as forms and file references.

Power Features: Search, Filtering and Smart Lists

Watch as we take you through how Daylite helps you access the information you need when you need it. With the combined power of Search for specific information to filtering for general search queries and the added bonus of saving those filtered searches as smart lists for frequent use.

Import your Data into Daylite

Join us as we take a look at common forms new users have data in (CSV or Tab Delimited) and how to ensure that file is ready to be imported into Daylite. We will take you through a basic import and verification to ensure your data transferred successfully.

Manage Email Marketing Campaigns with Daylite & MailChimp

Join us as we show you how to manage an email marketing campaign with Daylite and MailChimp using the MailChimp Plugin. We'll show you how to create and manage lists and how to connect fields from MailChimp to fields in Daylite.

Advanced Project Management with Daylite and Merlin

Join us as we show you the benefits of using Merlin in conjunction with Daylite, how the two apps integrate, and working with the two apps to create projects, tasks and appointments with both Daylite and Merlin to maximize your project management effectiveness.

Working with Daylite and Billings Pro

Join us as we walk through the workflow when using Daylite 4 with Billings Pro. We will highlight Opportunities and Projects that you can manage in Daylite and send to Billings Pro to track accurate time and send out professional invoices as well as tracking payments and more with Billings Pro.

Welcome to Daylite: An Interface Tour

Join us as we take you through a tour of the Daylite interface for users new to Daylite. We will highlight the different views, features and benefits of the layout as well as how to get your basic information into Daylite to get started.

Marketcircle

30 Centurian Drive, Suite 201
Markham, Ontario
L3R 8B8, Canada  MAP

Phone: +1 905-480-5555
TTY: +1 800-855-0511
or 711 from a TTY phone or cell phone
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