This class is designed to show the Maximizer Administrator the basics of Maximizer, from activating your own account, setting up your firm’s users, navigating the drop down menus, main modules and tabbed following windows, as well as setting up the calendar and hotlist, controlling emails and choosing how users will start their day.

This class helps administrators extend Maximizer CRM access beyond the desktop with Microsoft integrations and mobile use. You'll learn how to install and manage the Outlook integration and set Outlook Preferences to save and sync emails and track email threads. You'll also learn how to install and use Word integration to show and generate labels, envelopes, and document templates.

This class is designed to help Admins confidently manage their client relationships using entries. It covers finding, adding, and searching for entries, as well as key Maximizer "Quick Search" tricks. You'll also learn how to use Custom Fields, Key Field lists, and notes and documents, as well as how to work with your entries to send emails, make appointments, and create tasks.

This class is designed to help Admins confidently manage their client relationships using entries. It covers finding, adding, and searching for entries, as well as key Maximizer "Quick Search" tricks. You'll also learn how to use Custom Fields, Key Field lists, and notes and documents, as well as how to work with your entries to send emails, make appointments, and create tasks.

This class is designed for financial advisors who are new to CRM systems or want to understand the why behind the how. You’ll explore what a CRM is, how it supports day-to-day client management, and how it becomes a tool for long-term success in a highly regulated, trust-driven industry.

Designed for Admins supporting Sales Leaders, this class focuses on tailoring Maximizer CRM for sales team operations. You'll learn how to build and apply custom fields, key field lists, and action plans. It also covers managing User Rights and privileges, as well as setting up CASL and Auditing.

This class is designed to show the Maximizer Administrator the basics of Maximizer, from activating your own account, setting up your firm’s users, navigating the drop down menus, main modules and tabbed following windows, as well as setting up the calendar and hotlist, controlling emails and choosing how users will start their day.

This class helps administrators extend Maximizer CRM access beyond the desktop with Microsoft integrations and mobile use. You'll learn how to install and manage the Outlook integration and set Outlook Preferences to save and sync emails and track email threads. You'll also learn how to install and use Word integration to show and generate labels, envelopes, and document templates.

This class is designed to help Admins confidently manage their client relationships using entries. It covers finding, adding, and searching for entries, as well as key Maximizer "Quick Search" tricks. You'll also learn how to use Custom Fields, Key Field lists, and notes and documents, as well as how to work with your entries to send emails, make appointments, and create tasks.

This class is designed for financial advisors who are new to CRM systems or want to understand the why behind the how. You’ll explore what a CRM is, how it supports day-to-day client management, and how it becomes a tool for long-term success in a highly regulated, trust-driven industry.

Designed for Admins supporting Sales Leaders, this class focuses on tailoring Maximizer CRM for sales team operations. You'll learn how to build and apply custom fields, key field lists, and action plans. It also covers managing User Rights and privileges, as well as setting up CASL and Auditing.