Designed for Admins supporting Sales Leaders, this class focuses on tailoring Maximizer CRM for sales team operations. You’ll learn how to build and apply custom fields, key field lists, and action plans. It also covers managing User Rights and privileges, as well as setting up CASL and Auditing.

Agenda:

• Creating Custom Fields and Key Field Lists
• Creating Action Plans
• Performing Admin Tasks

Time:

120 minutes, with time for questions

Class Code: SLE-ADM-301