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Event Series: Canaccord

Maximizer 303 – Leads Management in Maximizer for Canaccord

May 27 @ 1:00 PM - 2:00 PM EDT

Visual representation of CRM system exchanging data with marketing, sales, CRM API Integration, and support tools via API

Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion.

Participants will learn how to manage leads consistently, capture engagement activity, and convert qualified leads into active opportunities.

Duration: 50 Minutes

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

Agenda:

Creating & Managing Leads

  • Creating a new Lead
  • Editing and updating Lead information
  • Understanding Lead management workflows

Capturing Lead Activity

  • Logging interactions and activities
  • Recording notes and communications
  • Tracking follow-up tasks

Lead Conversion

  • Moving Leads through the process
  • Converting Leads
  • Creating Opportunities from qualified Leads

Details

Trainer

Maximizer 303 – Leads Management for Canaccord

This class is restricted to Canaccord Genuity Maximizer users.

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