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 CRM 10/10.5 -
Sales Opportunities 100
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Who should take this course:
- New Maximizer CRM 10/10.5 users (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 Opportunities
- Creating a New Opportunity
- Creating a Default Opportunity
- Searching Opportunities
- Adding a Note to an Opportunity
- Adding Opportunity User-Defined Fields
- Creating a Column Setup for the Opportunities Window
- Adding Competitors and Partners to an Opportunity
- Assigning a Sales Team to an Opportunity
- Adding Activities to an Opportunity
- Closing an Opportunity
- Generating the Opportunity Pipeline Report
Cost and Duration
Registration
NOTE: Online purchases are processed via Maximizer's webstore, please allow 1 business day for delivery of email with access details.