MAXIMIZER TRAINING ACADEMY
CRM Training Classes
For administrators, end-users, and sales leaders
- This class has passed.
Customizing Maximizer CRM for Sales Teams and Operations
June 19 @ 3:00 PM - 5:00 PM EDT
Free
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
Registration for this class has ended.