This class is focused on two powerful modules in Maximizer CRM: Accounts and Client Service Plans. In the first half, you’ll learn how to use the Accounts module to organize your book of business by financial product, track progress using customized stages, and view pipeline reports for forecasting and follow-up. In the second half, you’ll explore how to use Client Service Plans to deliver consistent, high-quality service to your clients, while identifying trends and building repeatable workflows that drive long-term growth.

Agenda:

• Using Accounts
• Using Client Service Plans

Time:

90 minutes, with time for questions

Class Code: FSE-EU-202