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X-WR-CALDESC:Events for Maximizer CRM
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251114T130000
DTEND;TZID=America/Toronto:20251114T133000
DTSTAMP:20251113T165648Z
CREATED:20251113T131718Z
LAST-MODIFIED:20251113T165648Z
UID:10000147-1763125200-1763127000@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
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Mjc4M2Q2MjktNTYwOC00MDI0LWJkYTYtOTE5MzJhM2RhZjg2%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_Mjc4M2Q2MjktNTYwOC00MDI0LWJkYTYtOTE5MzJhM2RhZjg2%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:20251114T120000
DTEND;TZID=America/Toronto:20251114T153000
DTSTAMP:20251108T141637Z
CREATED:20251107T220950Z
LAST-MODIFIED:20251108T141637Z
UID:10000143-1763121600-1763134200@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive\, hands-on class\, Introduction to Maximizer FSE for Wealth Advisors\, to teach students the foundations of Maximizer FSE.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes\, with a Maximizer Level 1 Certification assessment to conclude the session \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWE4ZjUwODQtYWQ0ZC00NDJjLWJjNDctNDU2MTBjNWI4NjRk%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWE4ZjUwODQtYWQ0ZC00NDJjLWJjNDctNDU2MTBjNWI4NjRk%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:20251028T130000
DTEND;TZID=America/Toronto:20251028T150000
DTSTAMP:20251023T211121Z
CREATED:20251014T222133Z
LAST-MODIFIED:20251023T211121Z
UID:10000134-1761656400-1761663600@www.maximizer.com
SUMMARY:Maximizer Fundamentals – Navigation\, Searching\, and Creating new Records
DESCRIPTION:This foundational class introduces financial advisors to the core concepts of Maximizer CRM. Participants will learn how to navigate the system\, understand the three types of records\, review a client profile\, and create new records. In addition\, participants will learn how to find information quickly in Maximizer CRM. This hands-on session ensures advisors can confidently navigate the system\, locate\, review\, and add client information. \nAgenda: \n• Introduction to Maximizer CRM interface and navigation: Column View\, Following Window\, Module Menu\, and Actions Menu\n• Navigating the Column View and Switching Views\n• Understanding the 3 types of Records: Company\, Contacts\, and Households\n• The Quick Search function: Address Searches\, Search Parameters\, and Maximizer Quick Search tricks\n• Using Recent Entries for fast access\n• Retrieving all entries vs. filtered searches\n• Reviewing a client profile: Details Tab\, Following Tabs\, and Key Fields\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Editing and modifying a record and updating field data\n• Adding new records to the Maximizer database via the interface (Address Book/Contact List)\n• Timeline feature: centralized interaction history \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-101 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWU3NjEyYzAtZGYxNC00NmU2LTgxMjItN2YxMWFkMTEyZDll%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-12-min.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWU3NjEyYzAtZGYxNC00NmU2LTgxMjItN2YxMWFkMTEyZDll%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:20251021T130000
DTEND;TZID=America/Toronto:20251021T150000
DTSTAMP:20251014T212324Z
CREATED:20251014T210758Z
LAST-MODIFIED:20251014T212324Z
UID:10000130-1761051600-1761058800@www.maximizer.com
SUMMARY:Customization and Views - Personalizing Your CRM Experience
DESCRIPTION: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. \nAgenda: \n• Setting up User Preferences (Calendar sharing\, Hotlist\, startup options)\n• Creating and configuring email signatures\n• Working with Column Views: creating\, copying\, and modifying views\n• Exporting data to Excel from custom views\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Understanding and using Key Field Lists\n• Creating and switching between different field lists\n• Introduction to User Defined Fields and field types\n• Customizing the interface for optimal productivity\n• Understanding Action Plans: creation\, launch\, and modification \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-201 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://www.maximizer.com/class/customization-and-views-personalizing-your-crm-experience-6/
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_2-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/customization-and-views-personalizing-your-crm-experience-6/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251016T130000
DTEND;TZID=America/Toronto:20251016T150000
DTSTAMP:20251014T162403Z
CREATED:20251014T151418Z
LAST-MODIFIED:20251014T162403Z
UID:10000129-1760619600-1760626800@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
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: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://www.maximizer.com/class/email-integration-and-communication-templates-6/
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/email-integration-and-communication-templates-6/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251014T130000
DTEND;TZID=America/Toronto:20251014T153000
DTSTAMP:20250912T140948Z
CREATED:20250912T140948Z
LAST-MODIFIED:20250912T140948Z
UID:10000126-1760446800-1760455800@www.maximizer.com
SUMMARY:Advanced Searching\, Reports\, and Data Management
DESCRIPTION: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. \nAgenda: \n• Advanced Search: searching within specific fields and criteria\n• Creating and managing Catalog Searches\n• Saving searches for future use\n• Setting up Quick Access Icons for saved searches\n• Creating and managing Favourite Lists\n• Adding and removing entries from Favourite Lists\n• Creating Quick Access icons for Favourite Lists\n• Creating and running Interaction reports\n• Combining duplicate records and data cleanup techniques\n• Using global edit for mass record updates\n• Moving contacts between Companies and Households\n• Best practices for data entry and organization \nTime: \n150 minutes\, with time for questions \nClass Code: FSE-103 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTFiODFjMzEtMDhlYy00Y2Y4LWE4NjktNjRhMzQ5OGQ3YzEx%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2024/12/Sales-Leadership-styles_blog.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTFiODFjMzEtMDhlYy00Y2Y4LWE4NjktNjRhMzQ5OGQ3YzEx%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:20251007T130000
DTEND;TZID=America/Toronto:20251007T150000
DTSTAMP:20250912T133029Z
CREATED:20250912T132012Z
LAST-MODIFIED:20250912T133029Z
UID:10000116-1759842000-1759849200@www.maximizer.com
SUMMARY:Customization and Views - Personalizing Your CRM Experience
DESCRIPTION: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. \nAgenda: \n• Setting up User Preferences (Calendar sharing\, Hotlist\, startup options)\n• Creating and configuring email signatures\n• Working with Column Views: creating\, copying\, and modifying views\n• Exporting data to Excel from custom views\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Understanding and using Key Field Lists\n• Creating and switching between different field lists\n• Introduction to User Defined Fields and field types\n• Customizing the interface for optimal productivity\n• Understanding Action Plans: creation\, launch\, and modification \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-201 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzNmODFjMjQtOWU0Zi00NjUyLWFmZDMtYWJkMmM1OWFiMjRh%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_2-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzNmODFjMjQtOWU0Zi00NjUyLWFmZDMtYWJkMmM1OWFiMjRh%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:20251002T130000
DTEND;TZID=America/Toronto:20251002T150000
DTSTAMP:20250912T140020Z
CREATED:20250912T140020Z
LAST-MODIFIED:20250912T140020Z
UID:10000122-1759410000-1759417200@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
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: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTE0YjhjNTUtMmZhZC00OTE4LWEzNmItOTVlZGFlOGRhMTU2%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTE0YjhjNTUtMmZhZC00OTE4LWEzNmItOTVlZGFlOGRhMTU2%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:20250925T130000
DTEND;TZID=America/Toronto:20250925T150000
DTSTAMP:20250912T133748Z
CREATED:20250912T132645Z
LAST-MODIFIED:20250912T133748Z
UID:10000117-1758805200-1758812400@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
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: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDc0ZmQxZDAtMDNiNC00N2ZmLWFjNmYtYWU1ZTY4ZWRhODJk%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDc0ZmQxZDAtMDNiNC00N2ZmLWFjNmYtYWU1ZTY4ZWRhODJk%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:20250916T110000
DTEND;TZID=America/Toronto:20250916T130000
DTSTAMP:20250902T175028Z
CREATED:20250902T175028Z
LAST-MODIFIED:20250902T175028Z
UID:10000115-1758020400-1758027600@www.maximizer.com
SUMMARY:Customization and Views - Personalizing Your CRM Experience
DESCRIPTION: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. \nAgenda: \n• Setting up User Preferences (Calendar sharing\, Hotlist\, startup options)\n• Creating and configuring email signatures\n• Working with Column Views: creating\, copying\, and modifying views\n• Exporting data to Excel from custom views\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Understanding and using Key Field Lists\n• Creating and switching between different field lists\n• Introduction to User Defined Fields and field types\n• Customizing the interface for optimal productivity\n• Understanding Action Plans: creation\, launch\, and modification \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-201 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTRkNjEyOTYtYzE4OC00YmIzLWJhYjQtNTc4MTZhZTdmYmJh%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_2-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTRkNjEyOTYtYzE4OC00YmIzLWJhYjQtNTc4MTZhZTdmYmJh%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:20250911T130000
DTEND;TZID=America/Toronto:20250911T143000
DTSTAMP:20250819T163429Z
CREATED:20250725T182856Z
LAST-MODIFIED:20250819T163429Z
UID:10000025-1757595600-1757601000@www.maximizer.com
SUMMARY:Support Resources and Troubleshooting
DESCRIPTION:Ensure continuous productivity with comprehensive knowledge of Maximizer’s support ecosystem. This final class covers all available support resources\, common troubleshooting techniques\, and self-help tools. Advisors will gain confidence in resolving issues independently and knowing when to seek additional help. \nAgenda: \n• Overview of available support channels\n• Using Support Chat effectively\n• Navigating the Maximizer Knowledge Base\n• Accessing and utilizing YouTube training videos\n• Common issues and quick solutions\n• When to contact technical support vs. self-resolution\n• Creating support tickets and documentation\n• System maintenance and optimization tips\n• Staying updated with new features and updates\n• Building internal support networks and best practices sharing \nTime: \n90 minutes\, with time for questions \nClass Code: FSE-104 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjVjZWFkZmQtNjQxYi00MjAxLWFiNTQtMDlkOTY0MTc1OTVl%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-14-min.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjVjZWFkZmQtNjQxYi00MjAxLWFiNTQtMDlkOTY0MTc1OTVl%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:20250909T130000
DTEND;TZID=America/Toronto:20250909T150000
DTSTAMP:20250814T225751Z
CREATED:20250725T182201Z
LAST-MODIFIED:20250814T225751Z
UID:10000024-1757422800-1757430000@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
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: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmJhYjZiYmItYjExNS00MTk3LWJiZTEtMDI5MjNiZTc5ZWYz%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmJhYjZiYmItYjExNS00MTk3LWJiZTEtMDI5MjNiZTc5ZWYz%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:20250904T130000
DTEND;TZID=America/Toronto:20250904T150000
DTSTAMP:20250814T230959Z
CREATED:20250725T181525Z
LAST-MODIFIED:20250814T230959Z
UID:10000023-1756990800-1756998000@www.maximizer.com
SUMMARY:Customization and Views - Personalizing Your CRM Experience
DESCRIPTION: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. \nAgenda: \n• Setting up User Preferences (Calendar sharing\, Hotlist\, startup options)\n• Creating and configuring email signatures\n• Working with Column Views: creating\, copying\, and modifying views\n• Exporting data to Excel from custom views\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Understanding and using Key Field Lists\n• Creating and switching between different field lists\n• Introduction to User Defined Fields and field types\n• Customizing the interface for optimal productivity\n• Understanding Action Plans: creation\, launch\, and modification \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-201 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGRjNDhiM2YtMjQ2Yi00MGRmLWJjMjMtYjNiYWYwODAwZGI5%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_2-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGRjNDhiM2YtMjQ2Yi00MGRmLWJjMjMtYjNiYWYwODAwZGI5%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:20250902T130000
DTEND;TZID=America/Toronto:20250902T153000
DTSTAMP:20250814T231209Z
CREATED:20250725T180731Z
LAST-MODIFIED:20250814T231209Z
UID:10000022-1756818000-1756827000@www.maximizer.com
SUMMARY:Advanced Searching\, Reports\, and Data Management
DESCRIPTION: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. \nAgenda: \n• Advanced Search: searching within specific fields and criteria\n• Creating and managing Catalog Searches\n• Saving searches for future use\n• Setting up Quick Access Icons for saved searches\n• Creating and managing Favourite Lists\n• Adding and removing entries from Favourite Lists\n• Creating Quick Access icons for Favourite Lists\n• Creating and running Interaction reports\n• Combining duplicate records and data cleanup techniques\n• Using global edit for mass record updates\n• Moving contacts between Companies and Households\n• Best practices for data entry and organization \nTime: \n150 minutes\, with time for questions \nClass Code: FSE-103 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTFiNjBiMDYtM2IxMS00YjliLWFkNTAtNDUxMzJjZGViMTRl%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2024/12/Sales-Leadership-styles_blog.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTFiNjBiMDYtM2IxMS00YjliLWFkNTAtNDUxMzJjZGViMTRl%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:20250829T130000
DTEND;TZID=America/Toronto:20250829T150000
DTSTAMP:20250814T230806Z
CREATED:20250725T175900Z
LAST-MODIFIED:20250814T230806Z
UID:10000021-1756472400-1756479600@www.maximizer.com
SUMMARY:Client Management
DESCRIPTION:Streamline your client interactions and stay organized with Maximizer’s communication and task management features. This class covers logging interactions\, managing tasks\, scheduling appointments\, and using action plans to automate repetitive processes. Perfect for advisors who want to enhance their client service and follow-up capabilities. \nAgenda: \n• Logging Interactions: calls\, meetings\, and client touchpoints\n• Adding new Interaction types for specialized activities\n• Making and receiving calls through Maximizer\n• Adding Notes and Files to client records\n• Task management: creating\, assigning\, and reassigning tasks\n• Viewing completed vs. pending tasks\n• Managing tasks for individuals or teams\n• Scheduling appointments and adding attendees\n• Setting up email notifications for appointments \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-102 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjUwZmJjMTktMGVlMC00N2ViLWJkN2QtYmZhZjBlYjM3YjA0%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_5-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjUwZmJjMTktMGVlMC00N2ViLWJkN2QtYmZhZjBlYjM3YjA0%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:20250828T130000
DTEND;TZID=America/Toronto:20250828T150000
DTSTAMP:20250814T230603Z
CREATED:20250725T174933Z
LAST-MODIFIED:20250814T230603Z
UID:10000020-1756386000-1756393200@www.maximizer.com
SUMMARY:Maximizer Fundamentals – Navigation\, Searching\, and Creating new Records
DESCRIPTION:This foundational class introduces financial advisors to the core concepts of Maximizer CRM. Participants will learn how to navigate the system\, understand the three types of records\, review a client profile\, and create new records. In addition\, participants will learn how to find information quickly in Maximizer CRM. This hands-on session ensures advisors can confidently navigate the system\, locate\, review\, and add client information. \nAgenda: \n• Introduction to Maximizer CRM interface and navigation: Column View\, Following Window\, Module Menu\, and Actions Menu\n• Navigating the Column View and Switching Views\n• Understanding the 3 types of Records: Company\, Contacts\, and Households\n• The Quick Search function: Address Searches\, Search Parameters\, and Maximizer Quick Search tricks\n• Using Recent Entries for fast access\n• Retrieving all entries vs. filtered searches\n• Reviewing a client profile: Details Tab\, Following Tabs\, and Key Fields\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Editing and modifying a record and updating field data\n• Adding new records to the Maximizer database via the interface (Address Book/Contact List)\n• Timeline feature: centralized interaction history \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-101 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGZhZDgwNWItMGFjNS00YmNiLTg2YzYtMWU5Mzc3ZWUzZDE4%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-12-min.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGZhZDgwNWItMGFjNS00YmNiLTg2YzYtMWU5Mzc3ZWUzZDE4%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:20250820T130000
DTEND;TZID=America/Toronto:20250820T143000
DTSTAMP:20250814T230006Z
CREATED:20250805T180343Z
LAST-MODIFIED:20250814T230006Z
UID:10000100-1755694800-1755700200@www.maximizer.com
SUMMARY:Support Resources and Troubleshooting
DESCRIPTION:Ensure continuous productivity with comprehensive knowledge of Maximizer’s support ecosystem. This final class covers all available support resources\, common troubleshooting techniques\, and self-help tools. Advisors will gain confidence in resolving issues independently and knowing when to seek additional help. \nAgenda: \n• Overview of available support channels\n• Using Support Chat effectively\n• Navigating the Maximizer Knowledge Base\n• Accessing and utilizing YouTube training videos\n• Common issues and quick solutions\n• When to contact technical support vs. self-resolution\n• Creating support tickets and documentation\n• System maintenance and optimization tips\n• Staying updated with new features and updates\n• Building internal support networks and best practices sharing \nTime: \n90 minutes\, with time for questions \nClass Code: FSE-104 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njc3NmJjYjUtYzY1YS00MzI0LTk5Y2EtMGU5NjQxMGJhZWNi%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-14-min.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njc3NmJjYjUtYzY1YS00MzI0LTk5Y2EtMGU5NjQxMGJhZWNi%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:20250819T110000
DTEND;TZID=America/Toronto:20250819T130000
DTSTAMP:20250814T225748Z
CREATED:20250805T175311Z
LAST-MODIFIED:20250814T225748Z
UID:10000098-1755601200-1755608400@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
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: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjE4MjNkNmUtOTJmMC00ZjBhLTllOGEtYzY1MzE3NjBjMzc3%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_7-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjE4MjNkNmUtOTJmMC00ZjBhLTllOGEtYzY1MzE3NjBjMzc3%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:20250813T150000
DTEND;TZID=America/Toronto:20250813T170000
DTSTAMP:20250814T231932Z
CREATED:20250805T174625Z
LAST-MODIFIED:20250814T231932Z
UID:10000097-1755097200-1755104400@www.maximizer.com
SUMMARY:Customization and Views - Personalizing Your CRM Experience
DESCRIPTION: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. \nAgenda: \n• Setting up User Preferences (Calendar sharing\, Hotlist\, startup options)\n• Creating and configuring email signatures\n• Working with Column Views: creating\, copying\, and modifying views\n• Exporting data to Excel from custom views\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Understanding and using Key Field Lists\n• Creating and switching between different field lists\n• Introduction to User Defined Fields and field types\n• Customizing the interface for optimal productivity\n• Understanding Action Plans: creation\, launch\, and modification \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-201 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTU4ZjFjNTYtZmY0Ni00OTI5LWJjYzAtZDI3YjhhYzUyZDUy%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_2-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTU4ZjFjNTYtZmY0Ni00OTI5LWJjYzAtZDI3YjhhYzUyZDUy%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:20250811T140000
DTEND;TZID=America/Toronto:20250811T163000
DTSTAMP:20250814T231729Z
CREATED:20250805T174029Z
LAST-MODIFIED:20250814T231729Z
UID:10000095-1754920800-1754929800@www.maximizer.com
SUMMARY:Advanced Searching\, Reports\, and Data Management
DESCRIPTION: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. \nAgenda: \n• Advanced Search: searching within specific fields and criteria\n• Creating and managing Catalog Searches\n• Saving searches for future use\n• Setting up Quick Access Icons for saved searches\n• Creating and managing Favourite Lists\n• Adding and removing entries from Favourite Lists\n• Creating Quick Access icons for Favourite Lists\n• Creating and running Interaction reports\n• Combining duplicate records and data cleanup techniques\n• Using global edit for mass record updates\n• Moving contacts between Companies and Households\n• Best practices for data entry and organization \nTime: \n150 minutes\, with time for questions \nClass Code: FSE-103 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWJkODFmMWItNGJjNi00Yzc2LTkyNjAtNWNkZGRkNThjYTcy%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2024/12/Sales-Leadership-styles_blog.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWJkODFmMWItNGJjNi00Yzc2LTkyNjAtNWNkZGRkNThjYTcy%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:20250807T150000
DTEND;TZID=America/Toronto:20250807T170000
DTSTAMP:20250814T231558Z
CREATED:20250805T173156Z
LAST-MODIFIED:20250814T231558Z
UID:10000093-1754578800-1754586000@www.maximizer.com
SUMMARY:Client Management
DESCRIPTION:Streamline your client interactions and stay organized with Maximizer’s communication and task management features. This class covers logging interactions\, managing tasks\, scheduling appointments\, and using action plans to automate repetitive processes. Perfect for advisors who want to enhance their client service and follow-up capabilities. \nAgenda: \n• Logging Interactions: calls\, meetings\, and client touchpoints\n• Adding new Interaction types for specialized activities\n• Making and receiving calls through Maximizer\n• Adding Notes and Files to client records\n• Task management: creating\, assigning\, and reassigning tasks\n• Viewing completed vs. pending tasks\n• Managing tasks for individuals or teams\n• Scheduling appointments and adding attendees\n• Setting up email notifications for appointments \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-102 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://www.maximizer.com/class/client-management-3/
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_5-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/client-management-3/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250805T130000
DTEND;TZID=America/Toronto:20250805T150000
DTSTAMP:20250814T231504Z
CREATED:20250526T225248Z
LAST-MODIFIED:20250814T231504Z
UID:10000010-1754398800-1754406000@www.maximizer.com
SUMMARY:Maximizer Fundamentals – Navigation\, Searching\, and Creating new Records
DESCRIPTION:This foundational class introduces financial advisors to the core concepts of Maximizer CRM. Participants will learn how to navigate the system\, understand the three types of records\, review a client profile\, and create new records. In addition\, participants will learn how to find information quickly in Maximizer CRM. This hands-on session ensures advisors can confidently navigate the system\, locate\, review\, and add client information. \nAgenda: \n• Introduction to Maximizer CRM interface and navigation: Column View\, Following Window\, Module Menu\, and Actions Menu\n• Navigating the Column View and Switching Views\n• Understanding the 3 types of Records: Company\, Contacts\, and Households\n• The Quick Search function: Address Searches\, Search Parameters\, and Maximizer Quick Search tricks\n• Using Recent Entries for fast access\n• Retrieving all entries vs. filtered searches\n• Reviewing a client profile: Details Tab\, Following Tabs\, and Key Fields\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Editing and modifying a record and updating field data\n• Adding new records to the Maximizer database via the interface (Address Book/Contact List)\n• Timeline feature: centralized interaction history \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-101 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjYzNTgzMjYtZWMwYy00Yzc3LWIxZTYtNTk0YThhYjMwOWU0%40thread.v2/0?context=%7b%22Tid%22%3a%2299498e39-ca16-4827-b8ac-5316b2e067e5%22%2c%22Oid%22%3a%22416abe4e-ca85-4f8e-aa03-e8f4cd8030e9%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-12-min.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjYzNTgzMjYtZWMwYy00Yzc3LWIxZTYtNTk0YThhYjMwOWU0%40thread.v2/0?context=%7b%22Tid%22%3a%2299498e39-ca16-4827-b8ac-5316b2e067e5%22%2c%22Oid%22%3a%22416abe4e-ca85-4f8e-aa03-e8f4cd8030e9%22%7d
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