Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques, relationship mapping, and methods for organizing and retrieving information quickly. Participants will learn how to create reusable searches, improve data visibility, and better understand relationships Read More...

Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...

Maximizer 301 – IQ Boost introduces users to Maximizer’s intelligent productivity tools designed to help Canaccord advisory teams prepare for meetings faster, uncover important client insights, and improve overall efficiency. Participants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity. Duration: 50 Minutes Prerequisites: Maximizer 101 Read More...

Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. Participants will learn how to save important communications, create leads, manage tasks, and access Maximizer information directly from Outlook. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...

Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques, relationship mapping, and methods for organizing and retrieving information quickly. Participants will learn how to create reusable searches, improve data visibility, and better understand relationships Read More...

Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...

Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. Participants will learn how to manage leads consistently, capture engagement activity, and convert qualified leads into active opportunities. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer Read More...

Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. Participants will learn how to create and manage Opportunities, track deal progression, visualize pipeline activity, and maintain accurate opportunity data throughout the sales process. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...

Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques, relationship mapping, and methods for organizing and retrieving information quickly. Participants will learn how to create reusable searches, improve data visibility, and better understand relationships Read More...