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Maximizer CRM Live

Who should take this course:

  • New Maximizer CRM Live users
  • New Maximizer CRM Live administrators who want to know the fundamentals of the software

Includes the following courses:

  • Maximizer CRM Live – Address Book Fundamentals 100
  • Maximizer CRM Live – Address Book Fundamentals 200

What You'll Learn:

Address Book Fundamentals 100

Lesson 1: Introduction to Address Book Fundamentals 100
Lesson 2: Maximizer Address Books
Lesson 3: Maximizer Web Access Interface
Lesson 4: Selecting and Displaying Entries
Lesson 5: Address Book Entries
Lesson 6: User-Defined Fields
Lesson 7: Notes and Documents
Lesson 8: Email
Lesson 9: Hotlist Tasks
Lesson 10: Calendar Appointments
Lesson 11: Action Plans

Address Book Fundamentals 200

Lesson 1: Introduction to Address Book Fundamentals 200
Lesson 2: Column Setups
Lesson 3: Coloring Entries
Lesson 4: Basic Searching
Lesson 5: Advanced Searching
Lesson 6: Favorite Lists
Lesson 7: Global Edits
Lesson 8: Reporting
Lesson 9: Dashboards
Lesson 10: Company Library

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