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Maximizer CRM 10/10.5 -
Sales Opportunities 100
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
- $65 (USD) per user
(Please email onlinetraining@maximizer.com for more information.) - Approximately 1 hr. Interactive Training Simulation
Registration