Daylite Academy
Become a Daylite Rockstar
Want Daylite know-how on demand? No problem! Try the Daylite Academy for 14 days free of charge.
Get started today with the Daylite Academy and become a true Daylite professional. Try the Daylite Academy for 14 days and learn:
How to organize your contacts professionally with Daylite.
How to use your Daylite calendar more efficiently
How to manage your projects and monitor your budget
How to successfully offer online appointments for your clients
Expand your business know-how 24/7 and benefit from valuable tips and tricks from our experienced trainers.
And after the trial?
Book one of our Daylite Business Coaching packages to continue using the Daylite Academy.
Daylite Administration
Daylite Preferences – Personal
We’ll start with your personal settings in Daylite. How do you set the text size, how do you organize your messages and how can you integrate calendar and contacts?
Daylite Preferences – Primary
Learn how to make meaningful use of companies, opportunities, activity sets, pipelines, forms, roles&relationships, categories, and keywords.
Daylite Preferences – Secondary
Find the optimal settings for edit screens, free fields, default values, labels, locations, resources and products & services.
Daylite Preferences – System
This section is especially relevant if you are Daylite administrator for your company. Learn how to manage your Daylite account and users & teams, among other things.
Build and Nurture Relationships
Capturing Contacts
With the exact address registration of your customers, leads, partners, and suppliers you lay the foundation for your successful work with Daylite.
Organizing Contacts
Organize your contact information specifically for your team with categories, keywords, and filters.
Finding Contacts
Find, sort, and select your contacts for marketing campaigns or sales activities quickly and efficiently.
Logging Communication with Customers
Record every detail of phone calls, e-mails, and letters centrally in Daylite.
Apple Mail Integration
The complete e-mail communication with your contacts centrally in Daylite: So you are always up to date and ready to receive information at any time.
Creating Print and Report Templates
Streamline your recurring correspondence with templates for e-mails, letters, labels, and report templates.
Managing Documents
Manage and edit your documents centrally in Daylite, whether they are Number, Word, Pages, or Excel documents.
Working with Geo Data
Geocode your Daylite contacts, segment your contacts by location or distance, and learn how to use this information for sales.
Execute On Your Plans
Personal Calendar
Plan your time, tasks, and appointments with internal and external contacts in a structured and efficient way with Daylite.
Managing Calendars
Configure the Daylite calendar for you and your team, integrate external calendars, and create smart calendars for vacations and resources.
Task Management
Learn everything about task management, from creating and delegating to applying complex activity sets.
Project Management
When does it make sense to create a project in Daylite? What does a complex workflow with projects and activity sets look like? How do I create projects from opportunities?
Close More Deals
Have offers digitally signed
In this course, we will introduce you to the integration of SimpleSign, show you which settings you should make, and create a quote step by step.
Sales and Distribution with Daylite
Learn how the complete sales activity is mapped in Daylite. Create professional offers, analyze your sales opportunities, and evaluate your success.
Client Acquisition with Daylite
Prepare your telephone acquisition professionally with Daylite, segment target groups, and analyze your success.
Scale your Business
Offering Appointments Online
Learn how to use Acuity Scheduling to offer your customers round-the-clock appointment booking options.
Keep up to date with Slack internally
Your team will love it: The fast wire within Daylite to exchange information internally.
Using Video Conferences with Zoom
Create a Zoom Meeting together with the appointment in Daylite. One-click – nothing else.
ProductivityTools
A multitude of tools for your productivity, including Webex and Microsoft Teams integration.
Our Trainers
Richard Rohleder
Alf Ruppert
Eric Nelles
The Daylite Academy trainers have the know-how from countless Daylite projects. They all support our mission to help small and medium sized businesses to digitize their processes with Apple products and save time and money while doing so.
