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DTSTART;TZID=America/Toronto:20261106T130000
DTEND;TZID=America/Toronto:20261106T153000
DTSTAMP:20260915T160759Z
CREATED:20260915T160759Z
LAST-MODIFIED:20260915T160759Z
UID:10001026-1793970000-1793979000@www.maximizer.com
SUMMARY:Maximizer 101/201 - Foundations & Relationship Management for Canaccord
DESCRIPTION:Welcome to Maximizer 101/201\, a comprehensive training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session combines foundational CRM concepts with practical relationship management workflows\, helping advisors and support teams confidently manage client information\, interactions\, searches\, and related records within Maximizer. \nParticipants will learn how to navigate the platform efficiently\, maintain and organize client records\, capture important interactions\, retrieve information quickly using advanced search tools\, and better understand relationships between households\, contacts\, and related entities. The course also introduces workspace customization and productivity techniques designed to improve day-to-day CRM efficiency. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor demonstrating real-world workflows and best practices tailored to financial advisory teams. \nDuration: 2 Hours 20 Minutes \nAgenda \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding Households\, Contacts & Companies\nCustomizing the Maximizer interface\n\nManaging Client Records \n\nCreating and editing records\nUnderstanding key fields and details tabs\nCapturing and maintaining client information\n\nCapturing Client Activity \n\nRecording calls\, notes\, and interactions\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering and reviewing activity\nSearching by interaction type or user\nReviewing historical client activity\n\nSearching & Retrieving Information \n\nUsing Quick Search effectively\nCreating and saving Advanced Searches\nManaging search results and Quick Access icons\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Related Entries and relationships
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDY3NDlkMzQtMmVlNS00ZDJkLWEyZmUtZjIyNDg5ZDg2YTQ0%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/01/28.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDY3NDlkMzQtMmVlNS00ZDJkLWEyZmUtZjIyNDg5ZDg2YTQ0%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:20261109T120000
DTEND;TZID=America/Toronto:20261109T133000
DTSTAMP:20261015T200632Z
CREATED:20260910T215555Z
LAST-MODIFIED:20261015T200632Z
UID:10000985-1794225600-1794231000@www.maximizer.com
SUMMARY:Maximizer 101 – Foundations of Maximizer CRM for Canaccord
DESCRIPTION: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. \nThis course is ideal for new users of Maximizer CRM\, advisory assistants\, operations staff\, and team members transitioning from legacy systems or manual processes. Participants will learn how to navigate the platform efficiently\, manage client records\, capture important interactions\, and customize their workspace for maximum productivity. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate real-world CRM workflows and best practices tailored to financial advisory teams. \nDuration: 90 Minutes \nAgenda: \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding the Maximizer data structure – Households\, Contacts & Companies\nCustomizing the interface\n\nManaging Client Records \n\nCreating new Household\, Contact\, and Company records\nSwitching between Household and Contact views\nUnderstanding the Details tab and Key Fields Lists\nEditing records and capturing client data\n\nCapturing Client Activity \n\nLogging and tracking interactions\nRecording calls and notes\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering Timeline activity\nSearching by user or interaction type\nSwitching Timeline views\nReviewing historical client activity
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGIxMDZmMmMtNzlhMS00MmY5LWI4ZDktNjQzNzNkM2IxODMy%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/12/19.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGIxMDZmMmMtNzlhMS00MmY5LWI4ZDktNjQzNzNkM2IxODMy%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:20261109T160000
DTEND;TZID=America/Toronto:20261109T170000
DTSTAMP:20261015T201218Z
CREATED:20260910T221658Z
LAST-MODIFIED:20261015T201218Z
UID:10000988-1794240000-1794243600@www.maximizer.com
SUMMARY:Maximizer 301 – IQ Boost for Canaccord
DESCRIPTION: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. \nParticipants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity. \nDuration: 50 Minutes \nPrerequisites:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nHousehold Summaries \n\nGenerating Household Summaries\nUnderstanding key insights and information\nReviewing recent activity and engagement\n\nPreparing for Client Meetings \n\nUsing summaries to prepare for meetings\nReviewing important client details and activities\nIdentifying opportunities and follow-ups\n\nTimeline Intelligence \n\nGenerating Timeline Summaries\nReviewing interaction history efficiently\nAsking questions using summary tools\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTA1YmM0NDItN2ZlYi00Mjc5LThlY2EtZWJlZTNiYzkzNWIz%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:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2025/09/Maximizer-IQBoost-feature-suggested-actions-scaled.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTA1YmM0NDItN2ZlYi00Mjc5LThlY2EtZWJlZTNiYzkzNWIz%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:20261109T170000
DTEND;TZID=America/Toronto:20261109T180000
DTSTAMP:20260918T145338Z
CREATED:20260910T220156Z
LAST-MODIFIED:20260918T145338Z
UID:10000986-1794243600-1794247200@www.maximizer.com
SUMMARY:Maximizer 201 – Relationship Management Essentials for Canaccord
DESCRIPTION: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. \nParticipants will learn how to create reusable searches\, improve data visibility\, and better understand relationships between contacts\, households\, and related entities. \nThis course is recommended for users who are comfortable with the basics of Maximizer and are ready to improve efficiency and data management practices. \nDuration: 50 Minutes \nPrerequisite: Maximizer 101 – Foundations of Maximizer CRM for Canaccord \nAgenda: \nSearching & Retrieving Information \n\nUsing Quick Search to locate records\nUnderstanding search best practices\nFinding client information quickly and efficiently\n\nAdvanced Search Techniques \n\nCreating Advanced Searches\nSaving and cataloging searches\nCreating Quick Access icons for saved searches\nRetrieving and managing search results\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Family Tree relationships\nAdding and managing Related Entries\nDisplaying Related Entries within Family Tree views\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTBmMWM3YTEtN2VhZS00ZGE1LThkMTItNDlkZjhmNmY4ZTM4%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:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/4-financial.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTBmMWM3YTEtN2VhZS00ZGE1LThkMTItNDlkZjhmNmY4ZTM4%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:20261110T110000
DTEND;TZID=America/Toronto:20261110T120000
DTSTAMP:20260911T145550Z
CREATED:20260911T145550Z
LAST-MODIFIED:20260911T145550Z
UID:10000989-1794308400-1794312000@www.maximizer.com
SUMMARY:Maximizer 302 – Working in Outlook and Maximizer for Canaccord
DESCRIPTION:Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. \nParticipants will learn how to save important communications\, create leads\, manage tasks\, and access Maximizer information directly from Outlook. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nMaximizer & Outlook Integration \n\nLogging in to Maximizer from Outlook\nUnderstanding the Outlook integration interface\n\nManaging Emails & Activities \n\nSaving emails to Maximizer\nCreating Leads from email communications\nAdding notes and call logs\nCreating and assigning tasks\nScheduling appointments\n\nManaging Records in Outlook \n\nViewing record summaries and timelines\nReviewing record details\nEditing records directly from Outlook\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njg0NDQzNTgtMzY1My00M2U3LTg4MjQtNWFjZDAzNmY4M2Zm%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2023/10/outlook-blog-hero-image_6fca17f2270ca640c6faa5a4d4f3821a_2000.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njg0NDQzNTgtMzY1My00M2U3LTg4MjQtNWFjZDAzNmY4M2Zm%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:20261110T140000
DTEND;TZID=America/Toronto:20261110T150000
DTSTAMP:20260918T155156Z
CREATED:20260911T150038Z
LAST-MODIFIED:20260918T155156Z
UID:10000990-1794319200-1794322800@www.maximizer.com
SUMMARY:Maximizer 303 – Leads Management in Maximizer for Canaccord
DESCRIPTION: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. \nParticipants will learn how to manage leads consistently\, capture engagement activity\, and convert qualified leads into active opportunities. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nCreating & Managing Leads \n\nCreating a new Lead\nEditing and updating Lead information\nUnderstanding Lead management workflows\n\nCapturing Lead Activity \n\nLogging interactions and activities\nRecording notes and communications\nTracking follow-up tasks\n\nLead Conversion \n\nMoving Leads through the process\nConverting Leads\nCreating Opportunities from qualified Leads
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODQzYWI4YzQtNzI4OC00ZmY0LWEyMTUtZTJjZjViNDZiMjU1%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/2025.09.16_maximizer-blog-headers-copy06.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODQzYWI4YzQtNzI4OC00ZmY0LWEyMTUtZTJjZjViNDZiMjU1%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:20261110T170000
DTEND;TZID=America/Toronto:20261110T180000
DTSTAMP:20260911T151638Z
CREATED:20260911T151638Z
LAST-MODIFIED:20260911T151638Z
UID:10000991-1794330000-1794333600@www.maximizer.com
SUMMARY:Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
DESCRIPTION:Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. \nParticipants will learn how to create and manage Opportunities\, track deal progression\, visualize pipeline activity\, and maintain accurate opportunity data throughout the sales process. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nUnderstanding Opportunities \n\nWhat Opportunities are and why teams use them\nUnderstanding pipeline management concepts\nChoosing the appropriate process\n\nManaging Opportunity Records \n\nCreating Opportunities\nEditing Opportunity details\nUsing Key Fields effectively\nMoving Opportunities between stages\n\nPipeline Visibility & Activity Tracking \n\nSwitching between List View and Kanban Board\nManaging pipeline visibility\nLogging interactions against Opportunities\nTracking activity and follow-ups\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGUwNjU1ODEtNjM4NC00MTFkLTkxMDItZjc3Mzk0MjhmZWMz%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-headers-Fin-Serv-Loyalty.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGUwNjU1ODEtNjM4NC00MTFkLTkxMDItZjc3Mzk0MjhmZWMz%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:20261112T120000
DTEND;TZID=America/Toronto:20261112T130000
DTSTAMP:20261015T202532Z
CREATED:20260911T152541Z
LAST-MODIFIED:20261015T202532Z
UID:10000992-1794484800-1794488400@www.maximizer.com
SUMMARY:Maximizer 306 – Managing Client Processes with Workflows for Canaccord
DESCRIPTION:Maximizer 306 introduces Canaccord advisory teams to Workflow Management within Maximizer CRM and 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 compliance requirements\, 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:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \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_MDMzZjc1MDMtYjg3ZS00MTUxLWJjNjQtYWQ1MGY2MmE4ZjNl%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:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/09/Workflows_Blog_Graphic.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDMzZjc1MDMtYjg3ZS00MTUxLWJjNjQtYWQ1MGY2MmE4ZjNl%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:20261112T133000
DTEND;TZID=America/Toronto:20261112T143000
DTSTAMP:20261015T202349Z
CREATED:20260911T154514Z
LAST-MODIFIED:20261015T202349Z
UID:10000993-1794490200-1794493800@www.maximizer.com
SUMMARY:Maximizer 307 – From To-Dos to Done: Mastering Task Management for Canaccord
DESCRIPTION:Welcome to Maximizer 307 – From To-Dos to Done: Mastering Task Management\, a hands-on training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This session focuses on using Tasks to organize\, prioritize\, and manage day-to-day work\, ensuring important client and business activities are captured\, scheduled\, and completed. \nThis course is ideal for advisors\, advisory assistants\, operations staff\, and other team members responsible for managing client follow-ups and day-to-day activities. Participants will learn how to create and manage Tasks\, prioritize their workload\, schedule follow-ups\, track progress\, and use Maximizer to ensure that important commitments don’t fall through the cracks. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate practical task management workflows and best practices tailored to financial advisory teams. \nDuration: 60 Minutes \nAgenda: \nUnderstanding Task Management \n\nUnderstanding the role of Tasks in Maximizer\nThe difference between Tasks\, Notes\, and other activities\nCreating Tasks from client records\nUnderstanding Task details and required information\n\nCreating & Scheduling Tasks \n\nCreating new Tasks\nAssigning Tasks to yourself or another team member\nSetting due dates and priorities\nAdding descriptions\, instructions\, and relevant details\nLinking Tasks to Households\, Contacts\, and Companies\nCreating follow-up Tasks to stay on top of client commitments\n\nManaging Your To-Do List \n\nViewing and organizing your Tasks\nFiltering Tasks by date\, priority\, status\, or user\nIdentifying overdue and upcoming Tasks\nPrioritizing your daily and weekly workload\nUpdating Tasks as circumstances change\nCompleting and closing Tasks\n\nFrom To-Dos to Done! \n\nUsing Tasks to manage client follow-ups\nTurning client interactions into actionable next steps\nEstablishing a consistent daily Task management routine\nUsing Tasks to ensure commitments are completed\nReviewing outstanding Tasks and maintaining a clean Task list\nBest practices for effective Task management in Maximizer
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTY2NjRlZWYtODVjNC00MzAwLTlmNjUtYjgzNTAwOGRlZGI4%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:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/08/2026.06.24-Blog-Images.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTY2NjRlZWYtODVjNC00MzAwLTlmNjUtYjgzNTAwOGRlZGI4%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:20261112T143000
DTEND;TZID=America/Toronto:20261112T150000
DTSTAMP:20261015T201824Z
CREATED:20260901T211624Z
LAST-MODIFIED:20261015T201824Z
UID:10000857-1794493800-1794495600@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support for Canaccord
DESCRIPTION:A complimentary 30-minute private session for Canaccord Advisors and Support Team members\, to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: CGW-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDk5OWE3NDEtMDc4ZS00ZmEwLWFkNTUtOTNkZDlkOWVlYzJh%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:Canaccord
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_MDk5OWE3NDEtMDc4ZS00ZmEwLWFkNTUtOTNkZDlkOWVlYzJh%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:20261112T170000
DTEND;TZID=America/Toronto:20261112T180000
DTSTAMP:20261015T202721Z
CREATED:20261015T202037Z
LAST-MODIFIED:20261015T202721Z
UID:10001098-1794502800-1794506400@www.maximizer.com
SUMMARY:Maximizer 308 - Inbox to Impact: Email Templates and Email Communication for Canaccord
DESCRIPTION: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. \nAgenda: \nPersonal Email Settings in Maximizer \n\nAdding a Secondary Email to your Maximizer Profile \n\n\nOverview of Email Options in Maximizer \n\n\nCreating an Email Signature in Maximizer \n\nSending Emails to Maximizer Entries  \n\nSending emails to individual contacts through Maximizer \n\n\nSending emails to multiple contacts simultaneously through Maximizer \n\n\nCreating and customizing email templates \n\n\nPersonalizing bulk emails for individual recipients \n\n\nSending separate emails to each contact in a list \n\n\nBest practices for professional email communication: email types\, compliance \n\n\nConsiderations and permissions for CASL compliance \n\nSaving Email Communication from Outlook  \n\nSaving Individual emails using the Maximizer CRM for Outlook App \n\n\nSaving emails from people not in Maximizer \n\n\nEnabling Email Sync Capabilities \n\n\nSelecting the emails to auto save from the Maximizer Web Application \n\nTime: \n60 minutes\, with time for questions \nClass Code: CGW-308 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTIxMzg1YzktZGYwOS00ODUyLWI5ZDEtYjNiMWI0YTlhZjM5%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:Canaccord,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_7.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTIxMzg1YzktZGYwOS00ODUyLWI5ZDEtYjNiMWI0YTlhZjM5%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:20261113T110000
DTEND;TZID=America/Toronto:20261113T120000
DTSTAMP:20261015T202959Z
CREATED:20261015T202923Z
LAST-MODIFIED:20261015T202959Z
UID:10001099-1794567600-1794571200@www.maximizer.com
SUMMARY:Maximizer 308 - Inbox to Impact: Email Templates and Email Communication for Canaccord
DESCRIPTION: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. \nAgenda: \nPersonal Email Settings in Maximizer \n\nAdding a Secondary Email to your Maximizer Profile \n\n\nOverview of Email Options in Maximizer \n\n\nCreating an Email Signature in Maximizer \n\nSending Emails to Maximizer Entries  \n\nSending emails to individual contacts through Maximizer \n\n\nSending emails to multiple contacts simultaneously through Maximizer \n\n\nCreating and customizing email templates \n\n\nPersonalizing bulk emails for individual recipients \n\n\nSending separate emails to each contact in a list \n\n\nBest practices for professional email communication: email types\, compliance \n\n\nConsiderations and permissions for CASL compliance \n\nSaving Email Communication from Outlook  \n\nSaving Individual emails using the Maximizer CRM for Outlook App \n\n\nSaving emails from people not in Maximizer \n\n\nEnabling Email Sync Capabilities \n\n\nSelecting the emails to auto save from the Maximizer Web Application \n\nTime: \n60 minutes\, with time for questions \nClass Code: CGW-308 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzBlNjVkOGQtOWRjNi00M2VmLTk1OTgtMWVkYzc3MTBmY2Fl%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:Canaccord,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_7.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzBlNjVkOGQtOWRjNi00M2VmLTk1OTgtMWVkYzc3MTBmY2Fl%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:20261113T130000
DTEND;TZID=America/Toronto:20261113T153000
DTSTAMP:20260915T161503Z
CREATED:20260915T161503Z
LAST-MODIFIED:20260915T161503Z
UID:10001027-1794574800-1794583800@www.maximizer.com
SUMMARY:Maximizer 101/201 - Foundations & Relationship Management for Canaccord
DESCRIPTION:Welcome to Maximizer 101/201\, a comprehensive training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session combines foundational CRM concepts with practical relationship management workflows\, helping advisors and support teams confidently manage client information\, interactions\, searches\, and related records within Maximizer. \nParticipants will learn how to navigate the platform efficiently\, maintain and organize client records\, capture important interactions\, retrieve information quickly using advanced search tools\, and better understand relationships between households\, contacts\, and related entities. The course also introduces workspace customization and productivity techniques designed to improve day-to-day CRM efficiency. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor demonstrating real-world workflows and best practices tailored to financial advisory teams. \nDuration: 2 Hours 20 Minutes \nAgenda \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding Households\, Contacts & Companies\nCustomizing the Maximizer interface\n\nManaging Client Records \n\nCreating and editing records\nUnderstanding key fields and details tabs\nCapturing and maintaining client information\n\nCapturing Client Activity \n\nRecording calls\, notes\, and interactions\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering and reviewing activity\nSearching by interaction type or user\nReviewing historical client activity\n\nSearching & Retrieving Information \n\nUsing Quick Search effectively\nCreating and saving Advanced Searches\nManaging search results and Quick Access icons\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Related Entries and relationships
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Yzc3MzZlZTItODg2My00YTI1LWI5NjMtMDA0MDIxNDM1ZGY1%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/01/28.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Yzc3MzZlZTItODg2My00YTI1LWI5NjMtMDA0MDIxNDM1ZGY1%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:20261113T160000
DTEND;TZID=America/Toronto:20261113T170000
DTSTAMP:20260918T172532Z
CREATED:20260911T202814Z
LAST-MODIFIED:20260918T172532Z
UID:10000995-1794585600-1794589200@www.maximizer.com
SUMMARY:Maximizer 302 – Working in Outlook and Maximizer for Canaccord
DESCRIPTION:Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. \nParticipants will learn how to save important communications\, create leads\, manage tasks\, and access Maximizer information directly from Outlook. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nMaximizer & Outlook Integration \n\nLogging in to Maximizer from Outlook\nUnderstanding the Outlook integration interface\n\nManaging Emails & Activities \n\nSaving emails to Maximizer\nCreating Leads from email communications\nAdding notes and call logs\nCreating and assigning tasks\nScheduling appointments\n\nManaging Records in Outlook \n\nViewing record summaries and timelines\nReviewing record details\nEditing records directly from Outlook\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjUwNjEzNWEtOTAxZi00ZTIyLTgwNGQtYmM1YzgyODZjYjQz%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2023/10/outlook-blog-hero-image_6fca17f2270ca640c6faa5a4d4f3821a_2000.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjUwNjEzNWEtOTAxZi00ZTIyLTgwNGQtYmM1YzgyODZjYjQz%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:20261116T133000
DTEND;TZID=America/Toronto:20261116T143000
DTSTAMP:20261015T205627Z
CREATED:20260918T171612Z
LAST-MODIFIED:20261015T205627Z
UID:10001060-1794835800-1794839400@www.maximizer.com
SUMMARY:Maximizer 201 – Relationship Management Essentials for Canaccord
DESCRIPTION: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. \nParticipants will learn how to create reusable searches\, improve data visibility\, and better understand relationships between contacts\, households\, and related entities. \nThis course is recommended for users who are comfortable with the basics of Maximizer and are ready to improve efficiency and data management practices. \nDuration: 50 Minutes \nPrerequisite: Maximizer 101 – Foundations of Maximizer CRM for Canaccord \nAgenda: \nSearching & Retrieving Information \n\nUsing Quick Search to locate records\nUnderstanding search best practices\nFinding client information quickly and efficiently\n\nAdvanced Search Techniques \n\nCreating Advanced Searches\nSaving and cataloging searches\nCreating Quick Access icons for saved searches\nRetrieving and managing search results\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Family Tree relationships\nAdding and managing Related Entries\nDisplaying Related Entries within Family Tree views\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2EzNTdmMDgtMWY3MC00NTQyLWI2MGQtMTg5NTg1ZGIzNWQ3%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:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/4-financial.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2EzNTdmMDgtMWY3MC00NTQyLWI2MGQtMTg5NTg1ZGIzNWQ3%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:20261116T153000
DTEND;TZID=America/Toronto:20261116T163000
DTSTAMP:20261015T205719Z
CREATED:20260911T205327Z
LAST-MODIFIED:20261015T205719Z
UID:10000997-1794843000-1794846600@www.maximizer.com
SUMMARY:Maximizer 301 – IQ Boost for Canaccord
DESCRIPTION: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. \nParticipants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity. \nDuration: 50 Minutes \nPrerequisites:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nHousehold Summaries \n\nGenerating Household Summaries\nUnderstanding key insights and information\nReviewing recent activity and engagement\n\nPreparing for Client Meetings \n\nUsing summaries to prepare for meetings\nReviewing important client details and activities\nIdentifying opportunities and follow-ups\n\nTimeline Intelligence \n\nGenerating Timeline Summaries\nReviewing interaction history efficiently\nAsking questions using summary tools\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2E5ZThiNGYtMTY0ZC00MzM2LTllZWUtYzYzYTZhNmM3MDc2%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:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2025/09/Maximizer-IQBoost-feature-suggested-actions-scaled.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_M2E5ZThiNGYtMTY0ZC00MzM2LTllZWUtYzYzYTZhNmM3MDc2%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:20261116T170000
DTEND;TZID=America/Toronto:20261116T180000
DTSTAMP:20261015T210244Z
CREATED:20261015T204702Z
LAST-MODIFIED:20261015T210244Z
UID:10001102-1794848400-1794852000@www.maximizer.com
SUMMARY:Maximizer 308 - Inbox to Impact: Email Templates and Email Communication for Canaccord
DESCRIPTION: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. \nAgenda: \nPersonal Email Settings in Maximizer \n\nAdding a Secondary Email to your Maximizer Profile \n\n\nOverview of Email Options in Maximizer \n\n\nCreating an Email Signature in Maximizer \n\nSending Emails to Maximizer Entries  \n\nSending emails to individual contacts through Maximizer \n\n\nSending emails to multiple contacts simultaneously through Maximizer \n\n\nCreating and customizing email templates \n\n\nPersonalizing bulk emails for individual recipients \n\n\nSending separate emails to each contact in a list \n\n\nBest practices for professional email communication: email types\, compliance \n\n\nConsiderations and permissions for CASL compliance \n\nSaving Email Communication from Outlook  \n\nSaving Individual emails using the Maximizer CRM for Outlook App \n\n\nSaving emails from people not in Maximizer \n\n\nEnabling Email Sync Capabilities \n\n\nSelecting the emails to auto save from the Maximizer Web Application \n\nTime: \n60 minutes\, with time for questions \nClass Code: CGW-308 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjM4MmY0MDQtODgyNi00YWIyLWI1Y2EtNzMxODYyMzJkMWI5%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:Canaccord,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_7.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjM4MmY0MDQtODgyNi00YWIyLWI1Y2EtNzMxODYyMzJkMWI5%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:20261117T110000
DTEND;TZID=America/Toronto:20261117T120000
DTSTAMP:20260911T210010Z
CREATED:20260911T210010Z
LAST-MODIFIED:20260911T210010Z
UID:10000998-1794913200-1794916800@www.maximizer.com
SUMMARY:Maximizer 302 – Working in Outlook and Maximizer for Canaccord
DESCRIPTION:Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. \nParticipants will learn how to save important communications\, create leads\, manage tasks\, and access Maximizer information directly from Outlook. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nMaximizer & Outlook Integration \n\nLogging in to Maximizer from Outlook\nUnderstanding the Outlook integration interface\n\nManaging Emails & Activities \n\nSaving emails to Maximizer\nCreating Leads from email communications\nAdding notes and call logs\nCreating and assigning tasks\nScheduling appointments\n\nManaging Records in Outlook \n\nViewing record summaries and timelines\nReviewing record details\nEditing records directly from Outlook\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGIxNTZlNzktYjA0Ni00NTdkLThiMDctN2U1YTU2ZDkyNjRj%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2023/10/outlook-blog-hero-image_6fca17f2270ca640c6faa5a4d4f3821a_2000.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGIxNTZlNzktYjA0Ni00NTdkLThiMDctN2U1YTU2ZDkyNjRj%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:20261117T123000
DTEND;TZID=America/Toronto:20261117T133000
DTSTAMP:20260911T210645Z
CREATED:20260911T210645Z
LAST-MODIFIED:20260911T210645Z
UID:10000999-1794918600-1794922200@www.maximizer.com
SUMMARY:Maximizer 303 – Leads Management in Maximizer for Canaccord
DESCRIPTION: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. \nParticipants will learn how to manage leads consistently\, capture engagement activity\, and convert qualified leads into active opportunities. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nCreating & Managing Leads \n\nCreating a new Lead\nEditing and updating Lead information\nUnderstanding Lead management workflows\n\nCapturing Lead Activity \n\nLogging interactions and activities\nRecording notes and communications\nTracking follow-up tasks\n\nLead Conversion \n\nMoving Leads through the process\nConverting Leads\nCreating Opportunities from qualified Leads
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjI0ZDRjODctM2NmOS00MDExLTllNzYtZmY2MTAxMjYxYmZj%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/2025.09.16_maximizer-blog-headers-copy06.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjI0ZDRjODctM2NmOS00MDExLTllNzYtZmY2MTAxMjYxYmZj%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:20261117T170000
DTEND;TZID=America/Toronto:20261117T180000
DTSTAMP:20261015T210433Z
CREATED:20260911T211315Z
LAST-MODIFIED:20261015T210433Z
UID:10001000-1794934800-1794938400@www.maximizer.com
SUMMARY:Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
DESCRIPTION:Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. \nParticipants will learn how to create and manage Opportunities\, track deal progression\, visualize pipeline activity\, and maintain accurate opportunity data throughout the sales process. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nUnderstanding Opportunities \n\nWhat Opportunities are and why teams use them\nUnderstanding pipeline management concepts\nChoosing the appropriate process\n\nManaging Opportunity Records \n\nCreating Opportunities\nEditing Opportunity details\nUsing Key Fields effectively\nMoving Opportunities between stages\n\nPipeline Visibility & Activity Tracking \n\nSwitching between List View and Kanban Board\nManaging pipeline visibility\nLogging interactions against Opportunities\nTracking activity and follow-ups\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2FmZGUyOTEtNTQ0Ni00NWYxLWE3ZGItNWU0NDkwMGYzZjU3%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-headers-Fin-Serv-Loyalty.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2FmZGUyOTEtNTQ0Ni00NWYxLWE3ZGItNWU0NDkwMGYzZjU3%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:20261118T110000
DTEND;TZID=America/Toronto:20261118T120000
DTSTAMP:20261015T215421Z
CREATED:20261015T215421Z
LAST-MODIFIED:20261015T215421Z
UID:10001104-1794999600-1795003200@www.maximizer.com
SUMMARY:Maximizer 308 - Inbox to Impact: Email Templates and Email Communication for Canaccord
DESCRIPTION: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. \nAgenda: \nPersonal Email Settings in Maximizer \n\nAdding a Secondary Email to your Maximizer Profile \n\n\nOverview of Email Options in Maximizer \n\n\nCreating an Email Signature in Maximizer \n\nSending Emails to Maximizer Entries  \n\nSending emails to individual contacts through Maximizer \n\n\nSending emails to multiple contacts simultaneously through Maximizer \n\n\nCreating and customizing email templates \n\n\nPersonalizing bulk emails for individual recipients \n\n\nSending separate emails to each contact in a list \n\n\nBest practices for professional email communication: email types\, compliance \n\n\nConsiderations and permissions for CASL compliance \n\nSaving Email Communication from Outlook  \n\nSaving Individual emails using the Maximizer CRM for Outlook App \n\n\nSaving emails from people not in Maximizer \n\n\nEnabling Email Sync Capabilities \n\n\nSelecting the emails to auto save from the Maximizer Web Application \n\nTime: \n60 minutes\, with time for questions \nClass Code: CGW-308 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzcxYmNjNGUtOWMyNS00YWVkLTkwOGQtMDk5ZDMzYWYxZTZk%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:Canaccord,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_7.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzcxYmNjNGUtOWMyNS00YWVkLTkwOGQtMDk5ZDMzYWYxZTZk%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:20261118T133000
DTEND;TZID=America/Toronto:20261118T150000
DTSTAMP:20261015T210023Z
CREATED:20260911T204231Z
LAST-MODIFIED:20261015T210023Z
UID:10000996-1795008600-1795014000@www.maximizer.com
SUMMARY:Maximizer 101 – Foundations of Maximizer CRM for Canaccord
DESCRIPTION: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. \nThis course is ideal for new users of Maximizer CRM\, advisory assistants\, operations staff\, and team members transitioning from legacy systems or manual processes. Participants will learn how to navigate the platform efficiently\, manage client records\, capture important interactions\, and customize their workspace for maximum productivity. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate real-world CRM workflows and best practices tailored to financial advisory teams. \nDuration: 90 Minutes \nAgenda: \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding the Maximizer data structure – Households\, Contacts & Companies\nCustomizing the interface\n\nManaging Client Records \n\nCreating new Household\, Contact\, and Company records\nSwitching between Household and Contact views\nUnderstanding the Details tab and Key Fields Lists\nEditing records and capturing client data\n\nCapturing Client Activity \n\nLogging and tracking interactions\nRecording calls and notes\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering Timeline activity\nSearching by user or interaction type\nSwitching Timeline views\nReviewing historical client activity
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjdiNTk3NjEtZGU0Mi00YWFiLWFlNWEtYjI3OGI5NmFkN2Q5%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/12/19.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjdiNTk3NjEtZGU0Mi00YWFiLWFlNWEtYjI3OGI5NmFkN2Q5%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:20261118T150000
DTEND;TZID=America/Toronto:20261118T153000
DTSTAMP:20260901T211749Z
CREATED:20260901T211749Z
LAST-MODIFIED:20260901T211749Z
UID:10000858-1795014000-1795015800@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support for Canaccord
DESCRIPTION:A complimentary 30-minute private session for Canaccord Advisors and Support Team members\, to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: CGW-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTFhZmE2NDctMzE1Yy00Njc0LWFiMDctYjgzZjI0MDY0M2E3%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:Canaccord
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_NTFhZmE2NDctMzE1Yy00Njc0LWFiMDctYjgzZjI0MDY0M2E3%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:20261118T170000
DTEND;TZID=America/Toronto:20261118T180000
DTSTAMP:20261015T211356Z
CREATED:20260911T212640Z
LAST-MODIFIED:20261015T211356Z
UID:10001003-1795021200-1795024800@www.maximizer.com
SUMMARY:Maximizer 301 – IQ Boost for Canaccord
DESCRIPTION: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. \nParticipants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity. \nDuration: 50 Minutes \nPrerequisites:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nHousehold Summaries \n\nGenerating Household Summaries\nUnderstanding key insights and information\nReviewing recent activity and engagement\n\nPreparing for Client Meetings \n\nUsing summaries to prepare for meetings\nReviewing important client details and activities\nIdentifying opportunities and follow-ups\n\nTimeline Intelligence \n\nGenerating Timeline Summaries\nReviewing interaction history efficiently\nAsking questions using summary tools\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDVmNTJkMGYtYmI1Mi00YWI3LTkzYTMtOTY3NTRiOTMzNTc5%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:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2025/09/Maximizer-IQBoost-feature-suggested-actions-scaled.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDVmNTJkMGYtYmI1Mi00YWI3LTkzYTMtOTY3NTRiOTMzNTc5%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:20261119T120000
DTEND;TZID=America/Toronto:20261119T130000
DTSTAMP:20261015T214411Z
CREATED:20260911T213437Z
LAST-MODIFIED:20261015T214411Z
UID:10001004-1795089600-1795093200@www.maximizer.com
SUMMARY:Maximizer 302 – Working in Outlook and Maximizer for Canaccord
DESCRIPTION:Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. \nParticipants will learn how to save important communications\, create leads\, manage tasks\, and access Maximizer information directly from Outlook. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nMaximizer & Outlook Integration \n\nLogging in to Maximizer from Outlook\nUnderstanding the Outlook integration interface\n\nManaging Emails & Activities \n\nSaving emails to Maximizer\nCreating Leads from email communications\nAdding notes and call logs\nCreating and assigning tasks\nScheduling appointments\n\nManaging Records in Outlook \n\nViewing record summaries and timelines\nReviewing record details\nEditing records directly from Outlook\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODM5NDQ1YWUtYWJhNi00ZmFjLTliMjktMjNkMjY1YzUxZjZk%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2023/10/outlook-blog-hero-image_6fca17f2270ca640c6faa5a4d4f3821a_2000.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODM5NDQ1YWUtYWJhNi00ZmFjLTliMjktMjNkMjY1YzUxZjZk%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:20261119T133000
DTEND;TZID=America/Toronto:20261119T143000
DTSTAMP:20261015T214658Z
CREATED:20260911T214335Z
LAST-MODIFIED:20261015T214658Z
UID:10001005-1795095000-1795098600@www.maximizer.com
SUMMARY:Maximizer 303 – Leads Management in Maximizer for Canaccord
DESCRIPTION: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. \nParticipants will learn how to manage leads consistently\, capture engagement activity\, and convert qualified leads into active opportunities. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nCreating & Managing Leads \n\nCreating a new Lead\nEditing and updating Lead information\nUnderstanding Lead management workflows\n\nCapturing Lead Activity \n\nLogging interactions and activities\nRecording notes and communications\nTracking follow-up tasks\n\nLead Conversion \n\nMoving Leads through the process\nConverting Leads\nCreating Opportunities from qualified Leads
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDVlYTc5ZmQtYWJlNy00NzQ0LTg0NGQtYTg2ZmMyZDU1NmYx%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/2025.09.16_maximizer-blog-headers-copy06.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDVlYTc5ZmQtYWJlNy00NzQ0LTg0NGQtYTg2ZmMyZDU1NmYx%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:20261119T150000
DTEND;TZID=America/Toronto:20261119T153000
DTSTAMP:20260901T211912Z
CREATED:20260901T211912Z
LAST-MODIFIED:20260901T211912Z
UID:10000859-1795100400-1795102200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support for Canaccord
DESCRIPTION:A complimentary 30-minute private session for Canaccord Advisors and Support Team members\, to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: CGW-000 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjZiM2FiMDYtMzFjMy00Zjk2LWI1YTctNDJkZjc0MTVkMTQ4%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:Canaccord
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_ZjZiM2FiMDYtMzFjMy00Zjk2LWI1YTctNDJkZjc0MTVkMTQ4%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:20261119T170000
DTEND;TZID=America/Toronto:20261119T180000
DTSTAMP:20261015T215005Z
CREATED:20261015T214943Z
LAST-MODIFIED:20261015T215005Z
UID:10001103-1795107600-1795111200@www.maximizer.com
SUMMARY:Maximizer 308 - Inbox to Impact: Email Templates and Email Communication for Canaccord
DESCRIPTION: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. \nAgenda: \nPersonal Email Settings in Maximizer \n\nAdding a Secondary Email to your Maximizer Profile \n\n\nOverview of Email Options in Maximizer \n\n\nCreating an Email Signature in Maximizer \n\nSending Emails to Maximizer Entries  \n\nSending emails to individual contacts through Maximizer \n\n\nSending emails to multiple contacts simultaneously through Maximizer \n\n\nCreating and customizing email templates \n\n\nPersonalizing bulk emails for individual recipients \n\n\nSending separate emails to each contact in a list \n\n\nBest practices for professional email communication: email types\, compliance \n\n\nConsiderations and permissions for CASL compliance \n\nSaving Email Communication from Outlook  \n\nSaving Individual emails using the Maximizer CRM for Outlook App \n\n\nSaving emails from people not in Maximizer \n\n\nEnabling Email Sync Capabilities \n\n\nSelecting the emails to auto save from the Maximizer Web Application \n\nTime: \n60 minutes\, with time for questions \nClass Code: CGW-308 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWZmYzg1NDAtMjFjNS00NjY1LTk2ODAtMTJkZWY3ZmQ1OGEy%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:Canaccord,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_7.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWZmYzg1NDAtMjFjNS00NjY1LTk2ODAtMTJkZWY3ZmQ1OGEy%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:20261120T110000
DTEND;TZID=America/Toronto:20261120T120000
DTSTAMP:20261015T215608Z
CREATED:20260911T215449Z
LAST-MODIFIED:20261015T215608Z
UID:10001007-1795172400-1795176000@www.maximizer.com
SUMMARY:Maximizer 306 – Managing Client Processes with Workflows for Canaccord
DESCRIPTION:Maximizer 306 introduces Canaccord advisory teams to Workflow Management within Maximizer CRM and 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 compliance requirements\, 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:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \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_OWE0ODAyZmUtMGY5OS00OWZlLTlhZWItMWYyMzIzNWU2Mzhm%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:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/09/Workflows_Blog_Graphic.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWE0ODAyZmUtMGY5OS00OWZlLTlhZWItMWYyMzIzNWU2Mzhm%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:20261120T130000
DTEND;TZID=America/Toronto:20261120T153000
DTSTAMP:20260915T161729Z
CREATED:20260915T161729Z
LAST-MODIFIED:20260915T161729Z
UID:10001028-1795179600-1795188600@www.maximizer.com
SUMMARY:Maximizer 101/201 - Foundations & Relationship Management for Canaccord
DESCRIPTION:Welcome to Maximizer 101/201\, a comprehensive training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session combines foundational CRM concepts with practical relationship management workflows\, helping advisors and support teams confidently manage client information\, interactions\, searches\, and related records within Maximizer. \nParticipants will learn how to navigate the platform efficiently\, maintain and organize client records\, capture important interactions\, retrieve information quickly using advanced search tools\, and better understand relationships between households\, contacts\, and related entities. The course also introduces workspace customization and productivity techniques designed to improve day-to-day CRM efficiency. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor demonstrating real-world workflows and best practices tailored to financial advisory teams. \nDuration: 2 Hours 20 Minutes \nAgenda \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding Households\, Contacts & Companies\nCustomizing the Maximizer interface\n\nManaging Client Records \n\nCreating and editing records\nUnderstanding key fields and details tabs\nCapturing and maintaining client information\n\nCapturing Client Activity \n\nRecording calls\, notes\, and interactions\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering and reviewing activity\nSearching by interaction type or user\nReviewing historical client activity\n\nSearching & Retrieving Information \n\nUsing Quick Search effectively\nCreating and saving Advanced Searches\nManaging search results and Quick Access icons\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Related Entries and relationships
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDZjNmI0NGEtZWRiNS00NTI4LTk5MWEtNGE0ZGJlYTlmYTVk%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/01/28.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDZjNmI0NGEtZWRiNS00NTI4LTk5MWEtNGE0ZGJlYTlmYTVk%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
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