Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients, create professional email templates, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale.

Agenda:

Personal Email Settings in Maximizer

• Adding a Secondary Email to your Maximizer Profile 

• Overview of Email Options in Maximizer 

• Creating an Email Signature in Maximizer 

Sending Emails to Maximizer Entries 

• Sending emails to individual contacts through Maximizer 

• Sending emails to multiple contacts simultaneously through Maximizer 

• Creating and customizing email templates 

• Personalizing bulk emails for individual recipients 

• Sending separate emails to each contact in a list 

• Best practices for professional email communication: email types, compliance 

• Considerations and permissions for CASL compliance 

Saving Email Communication from Outlook 

• Saving Individual emails using the Maximizer CRM for Outlook App 

• Saving emails from people not in Maximizer 

• Enabling Email Sync Capabilities 

• Selecting the emails to auto save from the Maximizer Web Application 

Time:

60 minutes, with time for questions

Class Code: CGW-308

Class Type: Financial Advisor Training Class (optional / advanced)