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Maximizer CRM 10/10.5 -
Address Book Fundamentals 100
Who should take this course:
- New Maximizer CRM 10/10.5 users (All Editions: Entrepreneur, Group, Professional, Enterprise)
- New Maximizer CRM 10/10.5 administrators who want to know the fundamentals of the software before learning about administration
What You'll Learn
- Introduction to the Address Book
- Create new accounts in your customer database - understand the difference between companies, contacts, and individuals
- Use User-Defined Fields to profile and segment your customers and prospects
- Use Notes to track interactions with customers
- Create Personal Hotlist Tasks
- Create Hotlist Tasks that are associated with an Address Book Entry
- Schedule personal and multi-contact appointments
- Create and Apply Action Plan Templates for effective time and task management
Cost and Duration
- $65 (USD) per user
(Please email onlinetraining@maximizer.com for more information.) - Approximately 1 hr. Interactive Training Simulation
Registration
*Please disregard the session date on the next page as these courses run On-Demand, 24 hours / 7 days a week