This class is designed to help Financial Advisors confidently manage their client relationships using entries in Maximizer CRM’s Financial Services Edition. You’ll learn how to track, understand, and act on your client data. Whether you’re searching for an existing client, documenting critical financial details, or following up with an email or task, this session gives you the skills to work efficiently and stay client-focused.

Agenda:

• Keeping Track of People
• Describing your Entries
• Working with your Entries

Time:

90 minutes, with time for questions

Class Code: FSE-EU-102