Daylite Training Courses

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.

Get ready to take your business to the next level with these effective workflows and concepts.

Invoicing features

Daylite Training Courses

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.

Get ready to take your business to the next level with these effective workflows and concepts.

Course A: Concepts & Everyday Use

Getting started with Daylite. Intro to concepts, interface & data entry best practice.

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.

Course B: Getting Organized and Efficient

An intermediate level class focusing on Classifications, Tasks management, and iOS integration.

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.

Course C: Winning New Business

An in depth course on Opportunities, Workflows through Pipelines & Activity Sets, and reports using Insight View.

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.

Course D: Projects, Tasks & Workflows

An in depth course on Projects, Workflows through Pipelines & Activity Sets, and reports using Insight View.

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.

Customized Training & Consulting
Contact a Marketcircle Expert for consultation, workflow analysis and customized training. Our certified Marketcircle Experts will work with you to plan your implementation of Daylite, craft workflows and offer a variety of customized training options (both remote and onsite) to suit your business needs.

Find a Marketcircle Expert

Documentation
For those who love to read we have a Daylite user guide in the form of a PDF that you can download and read at your leisure. It contains detailed information about the functionality of each feature and how to use it. Most of this is covered in the videos but if you ABSOLUTELY have to know it all, here it is.

There’s also a handy Daylite Implementation guide which helps businesses ask the questions required to identify process breakdowns, and set yourself up for a great Daylite install.

Daylite 5 User Guide
Daylite Implementation Guide