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Daylite 101 training by Envision Design (03.2011)Houston, TX |
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Event Details
Certified Daylite 101
Daylite 101 instructor led training. This course will give you a full understanding of Daylite and all its features. The course includes a Daylite 101 workbook complete with exercises. Upon completion of this course your instructor will provide you with a Daylite 101 Certificate.
Your instructor will be certified Daylite partner and instructor Richard Wingfield, AIA.
The Daylite productivity suite by Marketcircle is software designed to may you more productive and your business more profitable. It is designed to help business owners go beyond simple shared calendars and address books and move to a system that can help them manage their business and their team. The Daylite productivity suite is powerful software that can help you manage and track your work and your personal projects, opportunities, appointments, tasks, contacts, and notes all in a shared system that will allow you to stay organized and get more done.
The broad overview attendees will receive in this two day class makes it well suited for those just starting to use Daylite, for those considering implementing Daylite in their office, and for those already using Daylite who want a refresher course or might be curious about features or productivity tips and tricks they may have overlooked.
Attendees will not only learn the technical skills necessary to use the software, but we will also discuss the underlying concepts behind the software so attendees can better understand how to best implement Daylite in their business environment.
RESCHEDULED ...
The class will be offered March 10th & 11th from 9 am to 4 pm each day
(this 2 day class is offered on Friday and Saturday as we understand that most small business owners can’t take two full days off work)
What you will gain from attending the class...
... an understanding of the concepts and features available in Daylite
... a familiarity with Daylite interface and efficient use of the program
... learn how to operate in a shared environment to share calendar & contacts, share and delegate tasks, track projects and opportunities, and more
... an understanding of ways in which Daylite can make you more productive and your business more sucessful
... a workbook with step by step guides
... a certificate of completion of the certified training
Course Outline
Lesson 1: Daylite Concepts
Lesson 2: Overview of the Interface
Lesson 3: Creating Contacts and Organizations
Lesson 4: Scheduling Appointments and Meetings
Lesson 5: Creating and Linking Notes
Lesson 6: Understanding DMI (Daylite Mail Integration) and Common Workflows
Lesson 7: Searching and Filters
Lesson 8: Smart List Basics
Lesson 9: Bulk Edit and Forms
Lesson 10: Corresponding Using Daylite
Lesson 11: Managing Sales using Opportunities
Lesson 12: Project Tracking
Lesson 13: Generating Print Layouts and Reports
Space is limited, so please register to assure yourself a seat. Let us know if you will need a computer for this session. Normally we would “rent” computers if you needed them but just this once... we will make computers available if you need it.
The broad overview attendees will receive in this two day class makes it well suited for those just starting to use Daylite, for those considering implementing Daylite in their office, and for those already using Daylite who want a refresher course or might be curious about features or productivity tips and tricks they may have overlooked.
Attendees will not only learn the technical skills necessary to use the software, but we will also discuss the underlying concepts behind the software so attendees can better understand how to best implement Daylite in their business environment.
RESCHEDULED ...
The class will be offered March 10th & 11th from 9 am to 4 pm each day
(this 2 day class is offered on Friday and Saturday as we understand that most small business owners can’t take two full days off work)
What you will gain from attending the class...
... an understanding of the concepts and features available in Daylite
... a familiarity with Daylite interface and efficient use of the program
... learn how to operate in a shared environment to share calendar & contacts, share and delegate tasks, track projects and opportunities, and more
... an understanding of ways in which Daylite can make you more productive and your business more sucessful
... a workbook with step by step guides
... a certificate of completion of the certified training
Course Outline
Lesson 1: Daylite Concepts
Lesson 2: Overview of the Interface
Lesson 3: Creating Contacts and Organizations
Lesson 4: Scheduling Appointments and Meetings
Lesson 5: Creating and Linking Notes
Lesson 6: Understanding DMI (Daylite Mail Integration) and Common Workflows
Lesson 7: Searching and Filters
Lesson 8: Smart List Basics
Lesson 9: Bulk Edit and Forms
Lesson 10: Corresponding Using Daylite
Lesson 11: Managing Sales using Opportunities
Lesson 12: Project Tracking
Lesson 13: Generating Print Layouts and Reports
Space is limited, so please register to assure yourself a seat. Let us know if you will need a computer for this session. Normally we would “rent” computers if you needed them but just this once... we will make computers available if you need it.
Where
Envision Design, LLC
4202 La Branch St.
Houston,
TX 77004
Hosted By
Envision Design, LLC
Envision Design specializes in providing consulting and training services for businesses using Apple technologies. We can help you find and apply the tools you need to make yourself more productive and your company more sucessful.