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Maximizer 9 -
Level 1

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Who should take this course:

  • New Maximizer users or users needing a refresher
  • New Maximizer administrators who want to know the fundamentals of the software before learning about administration

What You'll Learn

1) Enter Customer Information Properly

  • Create new accounts in your customer database
  • Use User-Defined Fields to profile and segment your customers and prospects
  • Learn key Maximizer terms

2) Work with Data Effectively and Efficiently

  • Use functions such as Quick Access and Recent entries to become more efficient
  • Use key fields to better manage your information
  • Use pre-defined searches to quickly retrieve specific records and information

3) Save time by tracking all customer communications and history

  • Use the Maxword editor to create documents and insert merge fields to personalize communications
  • Use e-mail with Maximizer and track all customer correspondence
  • Use Notes to track communications with customers

4) Manage time more effectively using the Hotlist and Calendar

  • Collaborate with others and share your hotlist and calendar
  • Assign tasks to other users to ensure prompt follow-up

Cost and Duration

Registration