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Getting Started

Your journey to mastering Daylite starts here! These free training courses will introduce you to the major concepts and teach you core features. Each course is broken into segments so you can start anywhere, and learn at your own pace. You'll learn how to craft effective workflows and boost your productivity using these skills.

Watch this video to learn how to install Daylite and Create a Database:

Install Daylite & Get Started

Courses

Course A: Concepts & Everyday Use
The key to having a successful experience with Daylite comes from understanding why it was made. The course A curriculum creates a solid foundation of knowledge by introducing you to the core concepts of Daylite. It teaches you how to navigate through the interface, and enables you to perform essential daily functions required to run your business. Things like entering information about new or existing contacts, finding contacts and notes easily, managing your Calendar, creating tasks, setting up reminders and alarms, integrating with email, and linking things together. Start Course
Course B: Getting Organized and Efficient
The foundation of a useful database starts with accurate classification of the data that is being entered into it. This affects organization, searching, & reports. In this intermediate level course, you will receive a thorough explanation of the various forms of classifications that you can apply to people, objectives and activities. We will also cover tasks & appointments in depth, how to manage them, delegate them, repeat them, and automate them. There will be an intro into Insight View reports, and finally an in depth tour of the Daylite for iOS interface and its feature set. Start Course
Course C: Winning New Business
In this course you’ll learn how the manage your sales process using Opportunities. We will teach you how to build a pipeline for your workflows and identify all the little activities that help to move that pipeline through its stages. You’ll see how people relate to opportunities through roles, and how integrating emails helps you capture important correspondence. We will take you through the process of entering a product or service, sending a quote, and converting to a project. You will also be introduced to forms and how they can help you capture data during a call. Finally we will teach you how to produce simple reports and review all of the results using Insight View. Start Course
Course D: Projects, Tasks & Workflows
In this course you’ll learn how the manage your multi-step multi-person objectives using Projects. We will teach you how to build a pipeline for your workflows and identify all the little activities that help to move that pipeline through its stages. You’ll see how people relate to Projects through roles, and how integrating emails helps you capture important history and files. We will take you through the process of converting your won opportunities into projects. Finally we will teach you how to produce simple reports and review all of the results using Insight View. Start Course

Experts

Getting the most out of your Daylite implementation requires a good deal of time & commitment. Reviewing your current processes to identify breakdowns in communication and productivity barriers before you start using Daylite is a the best way to ensure success.
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Documentation

Learn Daylite inside and out even while you’re travelling with this PDF of the Daylite User Guide.

Map out your business processes and then create custom workflows in Daylite with our Daylite Implementation Guide.

Choose an Industry Pack to get started with a template that customizes some of your Daylite preferences for your specific industry along with a PDF workflow guide.