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Maximizer CRM 10/10.5 -
Address Book Fundamentals 200
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
- Setting up User Defined Fields
- Selecting & Displaying Entries
- Basic Searching
- Advance Searching with Search by All Fields
- Saving Your Search to the Search Catalog
- Creating a Favorite List
- Add Entries to a Favorite List
- Remove Entries from a Favorite List
- Creating Column Setups
- Recording Relationships Between Address Book Entries
- Combining and Moving Address Book Entries
- Basic Reporting
- Exporting to Microsoft Excel
- Creating Documents & Templates
- Broadcast Mail Merge
- Sending Email in Maximizer
Cost and Duration
- $65 (USD) per user
(Please email onlinetraining@maximizer.com for more information.) - Approximately 1 hr. Interactive Training Simulation
Registration