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 -
Opportunities
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Who should take this course:
- Maximizer users in sales management positions who are familiar with Maximizer fundamentals (topics covered in Maximizer 9 - Level I
)
What You'll Learn
- Assign values to track reasons for winning, losing, or abandoning a deal
- Create user-defined fields to track specific information related to an opportunity, such as the competition or custom technical specifications on a bid
- Create and work through a simple sales opportunity step by step
- Search and navigate through opportunities in progress
- Print simple column and detailed reports to see the status of sales opportunities
Cost and Duration
Registration