Maximizer Software offers increased productivity to our sales force with reduced downtime, allowing us to service our customers more efficiently. - Dennis Fanning, President, Platinum Equipment Ltd.
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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