This foundational class introduces financial advisors to the core concepts of Maximizer CRM. Participants will learn how to navigate the system, understand the three types of records, review a client profile, and create new records. In addition, participants will learn how to find information quickly in Maximizer CRM. This hands-on session ensures advisors can confidently navigate the system, locate, review, and add client information.

Agenda:

• Introduction to Maximizer CRM interface and navigation: Column View, Following Window, Module Menu, and Actions Menu
• Navigating the Column View and Switching Views
• Understanding the 3 types of Records: Company, Contacts, and Households
• The Quick Search function: Address Searches, Search Parameters, and Maximizer Quick Search tricks
• Using Recent Entries for fast access
• Retrieving all entries vs. filtered searches
• Reviewing a client profile: Details Tab, Following Tabs, and Key Fields
• Managing Modules and Tabs: hiding, unhiding, and reordering
• Editing and modifying a record and updating field data
• Adding new records to the Maximizer database via the interface (Address Book/Contact List)
• Timeline feature: centralized interaction history

Time:

120 minutes, with time for questions

Class Code: FSE-101

Class Type: Financial Advisor Training Class (required / beginner)