Training

Public Classes

Public classes are open to all, and are scheduled at various locations in North America. These classes are your best option for learning Daylite or Merlin, with an instructor led, lab exercise based curriculum.

Online

For those of you who have time limitations or don’t wish travel, our online or web based training is an excellent choice. These are generally offered as a sequence of multi-day classes. One does not get the benefit of face-to-face student teacher interaction.

Private Classes

If you have a large group, or simply want to focus on your specific training needs, we can create a solution just for you. We can train you in the comfort of your office, and save you the hassles and wasted time spent on travel.

Course Selection

Please select session from calendar to register

Daylite Online

Daylite is the leading CRM software for Mac. Daylite is feature rich with endless possibilities, all inside of a beautiful user interface. If used to it’s fullest potential, Daylite has the power to help you revolutionize your business.

Session A – Concepts & Everyday Use : Getting started with Daylite. Intro to concepts, interface, & data entry best practice
Session B – Getting Organized and Efficient : An intermediate level class focusing on Classifications, Tasks management, and iOS integration
Session C – Winning New Business : An in depth course on Opportunities, Workflows through Pipelines & Activity Sets, and reports using Insight View
Session D – Projects, Tasks & Workflows : An in depth course on Projects, Workflows through Pipelines & Activity Sets, and reports using Insight View

Daylite Classroom

Daylite is the leading CRM software for Mac. Daylite is feature rich with endless possibilities, all inside of a beautiful user interface. If used to it’s fullest potential, Daylite has the power to help you revolutionize your business.

Day 1 – Getting started with Daylite : Intro to concepts, interface, & data entry best practice An intermediate level class focusing on Classifications, Tasks management, and iOS integration
Day 2 – Taking Daylite to the next level : An in depth course on Opportunities & Projects, Workflows through Pipelines & Activity Sets, and reports using Insight View.

Merlin Project Online

Merlin is the leading Project Management(PM) software for Mac. Merlin has the potential to bring your business to new heights of success. The feature set is so extensive, that even makers of other PM software use Merlin in-house. Plan ahead, Plan better, Lower costs & Increase profits.

Sessions 1 & 2 : Merlin Project User Interface

Session 3 : Intoduction to Merlin Project, Elements

Session 4 : Data Exchange, Resources & Scheduling

Session 5 : Business of Money

Session 6 : Program Management, Printing, Reporting & Sharing

Merlin Project Classroom

Merlin is the leading Project Management(PM) software for Mac. Merlin has the potential to bring your business to new heights of success. The feature set is so extensive, that even makers of other PM software use Merlin in-house. Plan ahead, Plan better, Lower costs & Increase profits.

Day 1 : Merlin Project User Interface
Day 2 : Introduction to Merlin Project, Elements, Data Exchange, Resources & Scheduling
Day 3 : Business of Money, Program Management, Printing, Reporting, Sharing

RegisterBuy DayliteBuy Merlin
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