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Maximizer Enterprise 9 & 9.5 (CRM) -
Administrator Level 2

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Who should take this course:

  • Maximizer Enterprise administrators who have taken Enterprise 9 Admin (Pervasive) - Level I and require more advanced knowledge to improve administration effectiveness and efficiency (this course focuses on Pervasive CRM Suite Administration)

What You'll Learn

1) Address Book Security

  • Create users, security settings; modify preferences and properties
  • Create security groups, teams and team members

2) Address Book Preferences

  • Overview of default system options
  • Create Note categories to improve customer information tracking
  • Create ratings and Completion Reasons table items for the Opportunity Manager
  • Add new values in Customer Service & Support fields to track information and case monitoring
  • Set Log options and levels
  • Duplicate checking options

3) System Reports

Cost and Duration

  • $55 $39 (USD) per user
  • Maintenance Discount CANNOT be applied to Maximizer Enterprise 9 & 9.5 online training courses.
  • 1 hr. 15 min. Pre-Recorded Tutorial
    (Please email onlinetraining@maximizer.com for more information.)

Registration