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Course
Capturing Contacts (EN100)
English
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1. Build & Nurture Relationships
Capturing Contacts (EN100)

To record business contacts correctly is the basis for a well-maintained database in your CRM system. Besides the creation of companies and persons in Daylite, we show you additional possibilities to make the creation of contacts even faster and...

Organizing Contacts (EN110)
English
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1. Build & Nurture Relationships
Organizing Contacts (EN110)
Contacts are the backbone and the basis of every company and every CRM system. We need contact information, contact persons, and must be able to access all information together as a team in order to be successful.

Daylite distinguishes between a...
Preview: Organizing Contacts (EN110-p)
English
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1. Build & Nurture Relationships
Preview: Organizing Contacts (EN110-p)
Contacts are the backbone and the basis of every company and every CRM system. We need contact information, contact persons, and must be able to access all information together as a team in order to be successful. Daylite distinguishes between...
Finding Contacts (EN120)
English
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1. Build & Nurture Relationships
Finding Contacts (EN120)
Being able to find your contacts in Daylite is as important as creating them in Daylite. Daylite offers various ways to find contacts. This course covers searching and finding contacts and their information in your Daylite database. We'll touch...
Preview: Finding Contacts (EN120-p)
English
/
1. Build & Nurture Relationships
Preview: Finding Contacts (EN120-p)
Being able to find your contacts in Daylite is as important as creating them in Daylite. Daylite offers various ways to find contacts. This course covers searching and finding contacts and their information in your Daylite database. We'll touch...
Logging Communication with Customers (EN130)
English
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1. Build & Nurture Relationships
Logging Communication with Customers (EN130)
There are days when the phone doesn't stop ringing. Notes are hastily done on paper sheets, post-its on the colleagues' computer displays represent callback requests.
Paper however gets lost quickly.
And come next week, who'll remember what a phone...
Preview: Logging Communication with Customers (EN130-p)
English
/
1. Build & Nurture Relationships
Preview: Logging Communication with Customers (EN130-p)
There are days when the phone doesn't stop ringing. Notes are hastily done on paper sheets, post-its on the colleagues' computer displays represent callback requests. Paper however gets lost quickly. And come next week, who'll remember what a...
Apple Mail Integration (EN140)
English
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1. Build & Nurture Relationships
Apple Mail Integration (EN140)
Does this sound familiar:
An email from a client comes in asking you to do something and you forward it to a co-worker.
A client is calling you and referring to an email they sent but you’re not aware of it.
A client is talking about an email from...
Preview: Apple Mail Integration (EN140-p)
English
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1. Build & Nurture Relationships
Preview: Apple Mail Integration (EN140-p)
Does this sound familiar: An email from a client comes in asking you to do something and you forward it to a co-worker. A client is calling you and referring to an email they sent but you’re not aware of it. A client is talking about an...
Creating Print and Report Templates (EN150)
English
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1. Build & Nurture Relationships
Creating Print and Report Templates (EN150)
Letter and print templates are used daily in many companies. They make our communication easier, save us time, and improve the quality of our correspondence.

Duration: about 90 minutes

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