MAXIMIZER TRAINING ACADEMY
CRM Training Classes
For administrators, end-users, and sales leaders
- This class has passed.
Introduction to Maximizer (FSE) for Administrators
June 30 @ 9:00 AM - 10:30 AM EDT
This class is designed to show the Maximizer Administrator the basics of Maximizer, from activating your own account, setting up your firm’s users, navigating the drop down menus, main modules and tabbed following windows, as well as setting up the calendar and hotlist, controlling emails and choosing how users will start their day.
Agenda:
• Logging In and Getting Started
• Understanding the Main Screen
• Setting Preferences and Profile
Time:
90 minutes, with time for questions
Class Code: FSE-ADM-101
Registration for this class has ended.