Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management.

Participants will learn how to save important communications, create leads, manage tasks, and access Maximizer information directly from Outlook.

Duration: 50 Minutes

Prerequisite:
Maximizer 101 – Foundations of Maximizer CRM for Canaccord
Maximizer 201 – Relationship Management Essentials for Canaccord

Agenda:

Maximizer & Outlook Integration

• Logging in to Maximizer from Outlook
• Understanding the Outlook integration interface

Managing Emails & Activities

• Saving emails to Maximizer
• Creating Leads from email communications
• Adding notes and call logs
• Creating and assigning tasks
• Scheduling appointments

Managing Records in Outlook

• Viewing record summaries and timelines
• Reviewing record details
• Editing records directly from Outlook