MAXIMIZER TRAINING ACADEMY
CRM Training Classes
For administrators, end-users, and sales leaders
- This class has passed.
Managing Client Data with Entries for Administrators
June 16 @ 1:00 PM - 2:30 PM EDT
Free
This class is designed to help Admins confidently manage their client relationships using entries. It covers finding, adding, and searching for entries, as well as key Maximizer “Quick Search” tricks. You’ll also learn how to use Custom Fields, Key Field lists, and notes and documents, as well as how to work with your entries to send emails, make appointments, and create tasks.
Agenda:
• Keeping Track of People
• Describing your Entries
• Working with your Entries
Time:
90 minutes, with time for questions
Class Code: FSE-ADM-102
Registration for this class has ended.