Merlin Project | The Basics

Online Training | April 29, 30 & May 1 & 2 “Merlin Project – The Basics” is the first of a series of our online based training. This series has been designed to give users at all levels, a quick start with Merlin Project. Along with the series comes a workbook, detailing the exercise following … Read More

Daylite | Projects

Subject Focused Online Training | April 19 Projects are a great way to track progress of your workflow and segment your data. This makes it easy to find what you need, right at your finger tips.

Daylite | Opportunities

Subject Focused Online Training | April 19 Projects are a great way to track progress of your workflow and segment your data. This makes it easy to find what you need, right at your finger tips.

Daylite | Pipelines & Activity Sets

Subject Focused Online Training | April 3 Daylite “Pipelines & Activity Sets” focuses on the best way to create workflows that will organize your day to day operations. Daylite can aid in creating a better customer service process, while keeping tasks from not being completed in a timely manner.

Merlin Project | Advanced

Online Training | March 25,27 & April 1 & 3 “Merlin Project – Advanced” is second in a series of online based trainings. This series has been designed to build on the “Merlin Project – The Basics” course. This course aims to give users already familiar with Merlin Project, an in-depth look at the more advanced … Read More

Merlin Project | 2 Day Immersion

Houston, Texas “Merlin Project Immersion” training is a comprehensive live training for Merlin Project. There are two full consecutive days, and the second day build on the first day.. This training  gives you all the tools you need to get up and running with Merlin Project. In addition to an overview of the software and … Read More

Daylite | Daylite Mail Assistant

Subject Focused Online Training | March 20 Daylite Mail Assistant is a one of the best features and when used web, it can take your workflow to another level. You can learn how to streamline your workflow and be even more efficient as you review email and add followups, appointments, notes etc., into Daylite.

Merlin Project | The Basics

Online Training | 2019 March 11, 13, 15 & 18 “Merlin Project – The Basics” is the first of a series of our online based training. This series has been designed to give users at all levels, a quick start with Merlin Project. Along with the series comes a workbook, detailing the exercise following each … Read More

Daylite | Integrate with Calendar & Address book

Subject Focused Online Training | March 6 Daylite “Integrate with Calendar & Address book” is our many topic focused online training sessions. This session is focuses on the integration of your Daylite calendar & contacts with the builtin Apple Calendar & Address Book. This is something crucial if you truly want to have flexibility in … Read More

Daylite | Data Collection & Management

Topic Focused Online Training | March 1 Daylite is a very power data management tool, with a simple & flexible interface. There are so many ways to collect, store, manage & analyze your data, that the possibilities are endless. This session focuses on how to collect data that seemingly does not belong in the standard … Read More