Welcome to Maximizer 307 – From To-Dos to Done: Mastering Task Management, a hands-on training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This session focuses on using Tasks to organize, prioritize, and manage day-to-day work, ensuring important client and business activities are captured, scheduled, and completed.

This course is ideal for advisors, advisory assistants, operations staff, and other team members responsible for managing client follow-ups and day-to-day activities. Participants will learn how to create and manage Tasks, prioritize their workload, schedule follow-ups, track progress, and use Maximizer to ensure that important commitments don’t fall through the cracks.

Throughout the session, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate practical task management workflows and best practices tailored to financial advisory teams.

Duration: 60 Minutes

Agenda:

Understanding Task Management

• Understanding the role of Tasks in Maximizer
• The difference between Tasks, Notes, and other activities
• Creating Tasks from client records
• Understanding Task details and required information

Creating & Scheduling Tasks

• Creating new Tasks
• Assigning Tasks to yourself or another team member
• Setting due dates and priorities
• Adding descriptions, instructions, and relevant details
• Linking Tasks to Households, Contacts, and Companies
• Creating follow-up Tasks to stay on top of client commitments

Managing Your To-Do List

• Viewing and organizing your Tasks
• Filtering Tasks by date, priority, status, or user
• Identifying overdue and upcoming Tasks
• Prioritizing your daily and weekly workload
• Updating Tasks as circumstances change
• Completing and closing Tasks

From To-Dos to Done!

• Using Tasks to manage client follow-ups
• Turning client interactions into actionable next steps
• Establishing a consistent daily Task management routine
• Using Tasks to ensure commitments are completed
• Reviewing outstanding Tasks and maintaining a clean Task list
• Best practices for effective Task management in Maximizer