Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM.

Participants will learn how to create and manage Opportunities, track deal progression, visualize pipeline activity, and maintain accurate opportunity data throughout the sales process.

Duration: 50 Minutes

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

Agenda:

Understanding Opportunities

• What Opportunities are and why teams use them
• Understanding pipeline management concepts
• Choosing the appropriate process

Managing Opportunity Records

• Creating Opportunities
• Editing Opportunity details
• Using Key Fields effectively
• Moving Opportunities between stages

Pipeline Visibility & Activity Tracking

• Switching between List View and Kanban Board
• Managing pipeline visibility
• Logging interactions against Opportunities
• Tracking activity and follow-ups