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.

Learn to customize Maximizer CRM to match your workflow and preferences. This class covers how to create personalized views, manage modules and tabs, and configure user preferences. Advisors will discover how to make the system work more efficiently for their specific needs and client management style.

This class focuses on various search methods and techniques to locate client data efficiently. Participants will learn to create saved searches, use advanced search criteria, and organize information using favourite lists for instant access. In addition, participants will learn how to locate and run interaction-based reports, and how to perform essential data management tasks.