11-5 Categories, Keywords & Smartlists

  • Level: 1
  • Lesson Video Length: 19 minutes.
  • Lesson Manual: 25 pages.
  • Lesson Video Background by:

    Dominic Kamp Photography

 

  • Application:

    Daylite Client 3
Contacts

In this lesson you will learn.

 

  • How to add the categories of Prospect, Client & Lead to your database. 
  • What keywords are and when you should use a keyword versus a category. 
  • How to add the keywords of vendor, family & friend 
  • How to sub-classify your clients, prospects and leads. 
  • How to create smart lists to pull all of this data back out of the database. 
  • How to create a new contact in the database and classify the contact. 
  • How to add and remove keywords for a contact. 
  • How to make a smart list with multiple criteria. 
  • How to make a business procedure manual in your database and how to make it available for all staff. 
  • You are seeing this lesson preview because you either need to if already a member or become a member of the MacAngel Academy.
Prerequisites
Further Learning

Average Review

8765432121

(1 customer reviews)

Customer Reviews

Posted by Julie Plotkin on Thursday, April 26, 2012 at 5:38pm

Very useful, clear, and upbeat.

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