I took the [Maximizer CRM] Power User course. I never fully understood Maximizer's versatility in application. I now have learned many new ways to use the program and take advantage of the multitude of functions to streamline my business. - Joseph Simon, Premi-Air ClimateCare
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Maximizer CRM Education & Training
Online Training Courses
Maximizer 9 -
Administrator
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Who should take this course:
- New Maximizer 9 administrators
What You'll Learn
1) Basic installation steps
- Create & configure Address Books
- How to configure User-Defined Field settings and security
2) Address Book Security
- Create users, security settings; modify preferences and properties
- Create security groups
3) Address Book Preferences
- Overview of default system options
- Create Note categories to improve customer information tracking
4) Manage Your Address Book
- Duplicate checking options
- Set Log options and levels
- Back-up and restore data under "Quick Back-Up" and "Full Back-Up
Cost and Duration
Registration