STAGE 3: ADVANCED TRAININGĪt least some people within your organization will need a more advanced understanding of Daylite. Sessions can optionally be recorded for future review. This stage typically consists of one or two training sessions ranging in length from 90 minutes to two hours. In addition to learning how to use Daylite effectively, they'll be educated on Daylite's benefits and will gain an appreciation of how Daylite will make their work easier and more efficient.

It's recommended that everyone in your organization who will be using Daylite attend the Basic Training session(s). STAGE 2: BASIC TRAININGįor Daylite to be an effective solution, it's important that everyone who's using it have at least a basic understanding of Daylite's features and of how Daylite has been configured for your organization. This stage typically takes place over one or two sessions totalling 3-6 hours, depending on the complexity of the setup. To help keep things focused, it's best just to have one or two people from your team in attendance at these sessions. This often includes making use of multi-column list view and smart lists to identify gaps and inconsistencies in data and using Daylite's bulk edit feature to efficiently and systematically apply the changes.Įither way, as we walk through the configuration process you'll learn more about Daylite's features and best practices. We'll also work with you to formulate a strategy for implementing these improvements. If you're already using Daylite, we'll perform a review of your setup and make specific recommendations for improvements. We'll spend some time learning about your sales processes and project cycles and will work with you to configure Daylite in a way that supports your organization.

If you're brand new to Daylite, we'll help you get your system up and running. Our Daylite Consulting & Training Process STAGE 1: System Design & Configuration

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