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DTSTART;TZID=America/Toronto:20261102T123000
DTEND;TZID=America/Toronto:20261102T133000
DTSTAMP:20261015T182057Z
CREATED:20260917T204128Z
LAST-MODIFIED:20261015T182057Z
UID:10001052-1793622600-1793626200@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg1NjUxNTItYmEzMS00NGQwLWFlNzEtZGQyNDVmZGZiNzQ0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg1NjUxNTItYmEzMS00NGQwLWFlNzEtZGQyNDVmZGZiNzQ0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261104T130000
DTEND;TZID=America/Toronto:20261104T133000
DTSTAMP:20260817T215734Z
CREATED:20260817T215657Z
LAST-MODIFIED:20260817T215734Z
UID:10000752-1793797200-1793799000@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWVhZjlmM2MtNjZiNS00MjI2LTliMTQtMGM5ZTgzOWI3N2Rm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWVhZjlmM2MtNjZiNS00MjI2LTliMTQtMGM5ZTgzOWI3N2Rm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261104T170000
DTEND;TZID=America/Toronto:20261104T180000
DTSTAMP:20261015T182903Z
CREATED:20260917T211759Z
LAST-MODIFIED:20261015T182903Z
UID:10001054-1793811600-1793815200@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTFlMGIwYWMtMDhiNC00Zjk3LTgwYjItOTBlYjJlMmVhMjY3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTFlMGIwYWMtMDhiNC00Zjk3LTgwYjItOTBlYjJlMmVhMjY3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261105T130000
DTEND;TZID=America/Toronto:20261105T133000
DTSTAMP:20260817T215927Z
CREATED:20260817T215927Z
LAST-MODIFIED:20260817T215927Z
UID:10000753-1793883600-1793885400@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmJiZjZiMjEtZGMxMS00ZWI0LTg4YTYtNTljYzEwZTRkZjM4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmJiZjZiMjEtZGMxMS00ZWI0LTg4YTYtNTljYzEwZTRkZjM4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261106T170000
DTEND;TZID=America/Toronto:20261106T180000
DTSTAMP:20261015T184234Z
CREATED:20260917T213333Z
LAST-MODIFIED:20261015T184234Z
UID:10001056-1793984400-1793988000@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmI1YmYzNGEtZThhNi00NjY2LThmNzItMDE3MTk2MTQ5NjRh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmI1YmYzNGEtZThhNi00NjY2LThmNzItMDE3MTk2MTQ5NjRh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261109T140000
DTEND;TZID=America/Toronto:20261109T150000
DTSTAMP:20260918T153435Z
CREATED:20260917T215706Z
LAST-MODIFIED:20260918T153435Z
UID:10001057-1794232800-1794236400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGViMTE1NDQtYzFkNS00YmIzLTk0YTgtMTUzYTFhMTFkYmVj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGViMTE1NDQtYzFkNS00YmIzLTk0YTgtMTUzYTFhMTFkYmVj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261110T123000
DTEND;TZID=America/Toronto:20261110T133000
DTSTAMP:20260918T155558Z
CREATED:20260918T155258Z
LAST-MODIFIED:20260918T155558Z
UID:10001058-1794313800-1794317400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDY0OGE1YzYtYTE4ZC00ZDBlLWFlMjAtMTQ3M2FjZGZlOWQ1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDY0OGE1YzYtYTE4ZC00ZDBlLWFlMjAtMTQ3M2FjZGZlOWQ1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261112T130000
DTEND;TZID=America/Toronto:20261112T133000
DTSTAMP:20260817T220310Z
CREATED:20260817T220250Z
LAST-MODIFIED:20260817T220310Z
UID:10000755-1794488400-1794490200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjRlOGYyZGEtMjkyYS00ZWZjLWJhM2ItODE5YzAxYWJhMWQ2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjRlOGYyZGEtMjkyYS00ZWZjLWJhM2ItODE5YzAxYWJhMWQ2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261112T160000
DTEND;TZID=America/Toronto:20261112T170000
DTSTAMP:20261015T201615Z
CREATED:20260918T172056Z
LAST-MODIFIED:20261015T201615Z
UID:10001059-1794499200-1794502800@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODJlZDAwZGMtMzlmMi00ZmViLWJhMjAtYzZkYTA5YzdmZjNk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODJlZDAwZGMtMzlmMi00ZmViLWJhMjAtYzZkYTA5YzdmZjNk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261116T120000
DTEND;TZID=America/Toronto:20261116T130000
DTSTAMP:20261015T205538Z
CREATED:20260918T173426Z
LAST-MODIFIED:20261015T205538Z
UID:10001062-1794830400-1794834000@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDE3NzA4YzktOGRjMi00YjJlLWJkMmQtYzVmNDQwY2FkYTVl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDE3NzA4YzktOGRjMi00YjJlLWJkMmQtYzVmNDQwY2FkYTVl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261117T140000
DTEND;TZID=America/Toronto:20261117T150000
DTSTAMP:20260923T210345Z
CREATED:20260923T210345Z
LAST-MODIFIED:20260923T210345Z
UID:10001063-1794924000-1794927600@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzhjYjJmMzgtMTBjZS00NTZlLWFmZGUtM2JhNzU4NTBjNDhm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzhjYjJmMzgtMTBjZS00NTZlLWFmZGUtM2JhNzU4NTBjNDhm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261118T130000
DTEND;TZID=America/Toronto:20261118T133000
DTSTAMP:20260817T220451Z
CREATED:20260817T220451Z
LAST-MODIFIED:20260817T220451Z
UID:10000756-1795006800-1795008600@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDU0M2QwYjMtYzFkOS00MGI2LWI0NmItNjc1YWMxMTJiNzY5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDU0M2QwYjMtYzFkOS00MGI2LWI0NmItNjc1YWMxMTJiNzY5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261119T130000
DTEND;TZID=America/Toronto:20261119T133000
DTSTAMP:20260817T220727Z
CREATED:20260817T220727Z
LAST-MODIFIED:20260817T220727Z
UID:10000757-1795093200-1795095000@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTMwYWJlNTktNzk4NC00N2RiLWE5MjctODY3YjZkZjIxYzcy%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTMwYWJlNTktNzk4NC00N2RiLWE5MjctODY3YjZkZjIxYzcy%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261120T170000
DTEND;TZID=America/Toronto:20261120T180000
DTSTAMP:20261015T215655Z
CREATED:20260923T211454Z
LAST-MODIFIED:20261015T215655Z
UID:10001066-1795194000-1795197600@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWIxZmUxY2MtY2IyNi00MWFjLWIxMGUtMmY2ZTgyZGNlY2U3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWIxZmUxY2MtY2IyNi00MWFjLWIxMGUtMmY2ZTgyZGNlY2U3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261125T130000
DTEND;TZID=America/Toronto:20261125T133000
DTSTAMP:20260817T220942Z
CREATED:20260817T220849Z
LAST-MODIFIED:20260817T220942Z
UID:10000758-1795611600-1795613400@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzhhYjkwMDUtY2QxZS00YzNmLWFmYjAtZjlmZjk5MmU2ZDRj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzhhYjkwMDUtY2QxZS00YzNmLWFmYjAtZjlmZjk5MmU2ZDRj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261126T130000
DTEND;TZID=America/Toronto:20261126T133000
DTSTAMP:20260826T140332Z
CREATED:20260817T221223Z
LAST-MODIFIED:20260826T140332Z
UID:10000759-1795698000-1795699800@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2UwNGMxMzQtZjk5Ni00NmU0LWJmMTEtNzQ4NzM3NDg5MjFl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2UwNGMxMzQtZjk5Ni00NmU0LWJmMTEtNzQ4NzM3NDg5MjFl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
END:VCALENDAR