This class is designed to help financial advisors confidently get started with Maximizer CRM. You’ll learn how to log in, activate your account, and navigate the main screen. It covers key features such as drop down menus, main modules, and tabbed windows. You’ll also learn how to personalize your workspace to support your daily workflow, including using the calendar and hotlist and controlling your email.

Agenda:

• Logging In and Getting Started
• Understanding the Main Screen
• Setting Preferences and Profile

Time:

90 minutes, with time for questions

Class Code: FSE-EU-101