Learn to customize Maximizer CRM to match your workflow and preferences. This class covers how to create personalized views, manage modules and tabs, and configure user preferences. Advisors will discover how to make the system work more efficiently for their specific needs and client management style.

Agenda:

• Setting up User Preferences (Calendar sharing, Hotlist, startup options)
• Creating and configuring email signatures
• Working with Column Views: creating, copying, and modifying views
• Exporting data to Excel from custom views
• Managing Modules and Tabs: hiding, unhiding, and reordering
• Understanding and using Key Field Lists
• Creating and switching between different field lists
• Introduction to User Defined Fields and field types
• Customizing the interface for optimal productivity
• Understanding Action Plans: creation, launch, and modification

Time:

120 minutes, with time for questions

Class Code: FSE-201

Class Type: Financial Advisor Training Class (optional / advanced)