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DTSTART;TZID=America/Toronto:20260925T130000
DTEND;TZID=America/Toronto:20260925T143000
DTSTAMP:20260820T214010Z
CREATED:20260820T214010Z
LAST-MODIFIED:20260820T214010Z
UID:10000788-1790341200-1790346600@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive\, Introduction to IQ Boost™ for Wealth Advisors\, to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 5 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Track your client activities\nActivity #2: Generate a Timeline Summary\nActivity #3: Generate a Household Summary\nActivity #4: Prepare for a Meeting\nActivity #5: Find a client using the Maximizer Mobile App\n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTY1OGZiMTMtNjI1Zi00NDFmLWJjNjMtODVkM2Q0MjVlYmRj%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.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTY1OGZiMTMtNjI1Zi00NDFmLWJjNjMtODVkM2Q0MjVlYmRj%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:20260925T110000
DTEND;TZID=America/Toronto:20260925T120000
DTSTAMP:20260917T184727Z
CREATED:20260915T210904Z
LAST-MODIFIED:20260917T184727Z
UID:10001036-1790334000-1790337600@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM 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 staged workflows\, 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: \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_NzA3NGQyMTUtODVhMi00N2FiLTgyZjEtMjI0NTMwMGZmMjE3%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
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzA3NGQyMTUtODVhMi00N2FiLTgyZjEtMjI0NTMwMGZmMjE3%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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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260924T173000
DTEND;TZID=America/Toronto:20260924T183000
DTSTAMP:20260917T184547Z
CREATED:20260915T195602Z
LAST-MODIFIED:20260917T184547Z
UID:10001034-1790271000-1790274600@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM 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 staged workflows\, 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: \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_ZGMxYzEzZGQtZDc5MS00YmFjLWFhYjEtYmMyMTE0YThmNDAw%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
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGMxYzEzZGQtZDc5MS00YmFjLWFhYjEtYmMyMTE0YThmNDAw%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:20260924T143000
DTEND;TZID=America/Toronto:20260924T150000
DTSTAMP:20260828T210250Z
CREATED:20260828T210250Z
LAST-MODIFIED:20260828T210250Z
UID:10000828-1790260200-1790262000@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWFmM2FhMmMtZmZkMi00ZmQ3LWEyMGYtOGJlZjFiMjJlYTA4%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/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWFmM2FhMmMtZmZkMi00ZmQ3LWEyMGYtOGJlZjFiMjJlYTA4%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:20260924T130000
DTEND;TZID=America/Toronto:20260924T133000
DTSTAMP:20260817T211044Z
CREATED:20260817T211044Z
LAST-MODIFIED:20260817T211044Z
UID:10000741-1790254800-1790256600@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 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGZjZTFmZGYtM2Y3ZS00NDVmLThkZDAtYmM3MmU5NDY0M2Y4%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_NGZjZTFmZGYtM2Y3ZS00NDVmLThkZDAtYmM3MmU5NDY0M2Y4%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:20260923T160000
DTEND;TZID=America/Toronto:20260923T163000
DTSTAMP:20260828T205929Z
CREATED:20260828T205325Z
LAST-MODIFIED:20260828T205929Z
UID:10000827-1790179200-1790181000@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWQyNWU4ZDctYTA3My00ZmRjLWE1ZDktNzNkZDRiOTE1OWUy%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/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWQyNWU4ZDctYTA3My00ZmRjLWE1ZDktNzNkZDRiOTE1OWUy%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:20260923T140000
DTEND;TZID=America/Toronto:20260923T150000
DTSTAMP:20260917T184627Z
CREATED:20260915T210314Z
LAST-MODIFIED:20260917T184627Z
UID:10001035-1790172000-1790175600@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM 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 staged workflows\, 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: \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_ZjU5ZWMxYzktMDAxZi00ZjVmLWI2MzktYWIzM2E0YTU1MDAz%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
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjU5ZWMxYzktMDAxZi00ZjVmLWI2MzktYWIzM2E0YTU1MDAz%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:20260923T130000
DTEND;TZID=America/Toronto:20260923T133000
DTSTAMP:20260817T210930Z
CREATED:20260817T210930Z
LAST-MODIFIED:20260817T210930Z
UID:10000740-1790168400-1790170200@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 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDliZTliZTctYWQxNC00OTI5LThiM2YtNThiYTc2ZDk1M2Qz%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_NDliZTliZTctYWQxNC00OTI5LThiM2YtNThiYTc2ZDk1M2Qz%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:20260922T130000
DTEND;TZID=America/Toronto:20260922T163000
DTSTAMP:20260820T203152Z
CREATED:20260820T203152Z
LAST-MODIFIED:20260820T203152Z
UID:10000775-1790082000-1790094600@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 \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_MjFjNGRkM2QtYjNjZS00YWU0LWIyNjctNDFmOGRiYzk0OGIw%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="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjFjNGRkM2QtYjNjZS00YWU0LWIyNjctNDFmOGRiYzk0OGIw%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:20260922T113000
DTEND;TZID=America/Toronto:20260922T120000
DTSTAMP:20260828T205000Z
CREATED:20260828T205000Z
LAST-MODIFIED:20260828T205000Z
UID:10000826-1790076600-1790078400@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Mzk4YzEyOTAtMjFmOC00ZTgyLTliNGUtYzk1ODAwNWU5ZGUw%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/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Mzk4YzEyOTAtMjFmOC00ZTgyLTliNGUtYzk1ODAwNWU5ZGUw%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:20260921T173000
DTEND;TZID=America/Toronto:20260921T183000
DTSTAMP:20260917T184427Z
CREATED:20260914T202558Z
LAST-MODIFIED:20260917T184427Z
UID:10001014-1790011800-1790015400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM 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 staged workflows\, 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: \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_MzgyOWZjYzAtNGI5ZS00YTdhLThjMmItYjFiNjBjMjBlZWZh%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
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzgyOWZjYzAtNGI5ZS00YTdhLThjMmItYjFiNjBjMjBlZWZh%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:20260918T130000
DTEND;TZID=America/Toronto:20260918T143000
DTSTAMP:20260820T213217Z
CREATED:20260820T213217Z
LAST-MODIFIED:20260820T213217Z
UID:10000787-1789736400-1789741800@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive\, Introduction to IQ Boost™ for Wealth Advisors\, to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 5 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Track your client activities\nActivity #2: Generate a Timeline Summary\nActivity #3: Generate a Household Summary\nActivity #4: Prepare for a Meeting\nActivity #5: Find a client using the Maximizer Mobile App\n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2RmOGIwNjMtNmRjOS00NzUyLWI2Y2MtMzFjNGRjOWIyMjlk%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.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2RmOGIwNjMtNmRjOS00NzUyLWI2Y2MtMzFjNGRjOWIyMjlk%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:20260918T113000
DTEND;TZID=America/Toronto:20260918T120000
DTSTAMP:20260828T204711Z
CREATED:20260828T204711Z
LAST-MODIFIED:20260828T204711Z
UID:10000825-1789731000-1789732800@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDhhYWQxODAtNTM5OS00NDJjLTg2ODAtN2MyYTUxOTViN2E3%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/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDhhYWQxODAtNTM5OS00NDJjLTg2ODAtN2MyYTUxOTViN2E3%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:20260917T130000
DTEND;TZID=America/Toronto:20260917T133000
DTSTAMP:20260817T210744Z
CREATED:20260817T210744Z
LAST-MODIFIED:20260817T210744Z
UID:10000739-1789650000-1789651800@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 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzM4YjIzODEtMzAyNC00MDdlLTlkNTYtMTA1Mzg0MDFiMTU5%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_YzM4YjIzODEtMzAyNC00MDdlLTlkNTYtMTA1Mzg0MDFiMTU5%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:20260916T130000
DTEND;TZID=America/Toronto:20260916T133000
DTSTAMP:20260817T205438Z
CREATED:20260817T205438Z
LAST-MODIFIED:20260817T205438Z
UID:10000738-1789563600-1789565400@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 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTY1NGJiYjgtMjY4Mi00OGMwLWFlN2QtNGEwMThkYTJmOGU1%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_YTY1NGJiYjgtMjY4Mi00OGMwLWFlN2QtNGEwMThkYTJmOGU1%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:20260916T123000
DTEND;TZID=America/Toronto:20260916T130000
DTSTAMP:20260903T204921Z
CREATED:20260828T203152Z
LAST-MODIFIED:20260903T204921Z
UID:10000824-1789561800-1789563600@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MmZhYTRiMDMtZDcyMi00MjE4LWE5MGYtMmY0MmMxNDA2YThj%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/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MmZhYTRiMDMtZDcyMi00MjE4LWE5MGYtMmY0MmMxNDA2YThj%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:20260915T130000
DTEND;TZID=America/Toronto:20260915T163000
DTSTAMP:20260820T203025Z
CREATED:20260820T203025Z
LAST-MODIFIED:20260820T203025Z
UID:10000774-1789477200-1789489800@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 \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_MjQxYjNjM2EtODIxNC00YzMyLWI3MzQtZmI3OTM2ZWU1ZDQ2%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="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjQxYjNjM2EtODIxNC00YzMyLWI3MzQtZmI3OTM2ZWU1ZDQ2%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:20260914T133000
DTEND;TZID=America/Toronto:20260914T140000
DTSTAMP:20260828T201423Z
CREATED:20260828T201332Z
LAST-MODIFIED:20260828T201423Z
UID:10000823-1789392600-1789394400@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTZkYzNiOWYtNzFjZC00MWVkLWIyMjItYzZhMjAzNmEwZjVj%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/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTZkYzNiOWYtNzFjZC00MWVkLWIyMjItYzZhMjAzNmEwZjVj%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:20260910T173000
DTEND;TZID=America/Toronto:20260910T180000
DTSTAMP:20260828T195927Z
CREATED:20260828T195927Z
LAST-MODIFIED:20260828T195927Z
UID:10000822-1789061400-1789063200@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODRjNDEyNjMtYjdiYy00ODZjLTkxYTQtNGI4NGU1MTlkMDE4%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/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODRjNDEyNjMtYjdiYy00ODZjLTkxYTQtNGI4NGU1MTlkMDE4%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:20260910T130000
DTEND;TZID=America/Toronto:20260910T133000
DTSTAMP:20260817T205021Z
CREATED:20260817T205021Z
LAST-MODIFIED:20260817T205021Z
UID:10000737-1789045200-1789047000@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 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWYyNDkzOTItY2RmZS00ZTljLWFlOTAtZmU4ODAxZTAxMWNk%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_OWYyNDkzOTItY2RmZS00ZTljLWFlOTAtZmU4ODAxZTAxMWNk%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:20260909T130000
DTEND;TZID=America/Toronto:20260909T133000
DTSTAMP:20260817T204724Z
CREATED:20260817T204724Z
LAST-MODIFIED:20260817T204724Z
UID:10000736-1788958800-1788960600@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 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YThlNjkzODItYzE4OS00MDY5LTkwNTgtZTVlNDY5YzFiY2Rl%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_YThlNjkzODItYzE4OS00MDY5LTkwNTgtZTVlNDY5YzFiY2Rl%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:20260908T143000
DTEND;TZID=America/Toronto:20260908T150000
DTSTAMP:20260828T195318Z
CREATED:20260828T195318Z
LAST-MODIFIED:20260828T195318Z
UID:10000821-1788877800-1788879600@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjU0ZDQxMDUtZjdlZS00ZjZhLWFiNzMtZWI1ZDVkZDZhNGFm%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/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjU0ZDQxMDUtZjdlZS00ZjZhLWFiNzMtZWI1ZDVkZDZhNGFm%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:20260908T130000
DTEND;TZID=America/Toronto:20260908T163000
DTSTAMP:20260820T202834Z
CREATED:20260820T202834Z
LAST-MODIFIED:20260820T202834Z
UID:10000773-1788872400-1788885000@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 \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_ODZkODVlMmUtMDUxNS00NDAwLWJjYjgtYWFmMDk0ZTQ0YzY5%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="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODZkODVlMmUtMDUxNS00NDAwLWJjYjgtYWFmMDk0ZTQ0YzY5%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:20260904T170000
DTEND;TZID=America/Toronto:20260904T173000
DTSTAMP:20260828T195126Z
CREATED:20260828T195126Z
LAST-MODIFIED:20260828T195126Z
UID:10000820-1788541200-1788543000@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2M3YjM2NjktOWRkYi00ZjQxLWE2ZTAtZWYzMTVhNjhiZWQx%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/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2M3YjM2NjktOWRkYi00ZjQxLWE2ZTAtZWYzMTVhNjhiZWQx%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:20260904T170000
DTEND;TZID=America/Toronto:20260904T173000
DTSTAMP:20260828T182830Z
CREATED:20260828T182804Z
LAST-MODIFIED:20260828T182830Z
UID:10000819-1788541200-1788543000@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTcwZGRjM2QtNjA1OS00Y2JkLTlmYTktYjk2MTRhNTc1ZThh%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/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTcwZGRjM2QtNjA1OS00Y2JkLTlmYTktYjk2MTRhNTc1ZThh%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:20260904T130000
DTEND;TZID=America/Toronto:20260904T143000
DTSTAMP:20260820T201547Z
CREATED:20260820T201210Z
LAST-MODIFIED:20260820T201547Z
UID:10000772-1788526800-1788532200@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive\, Introduction to IQ Boost™ for Wealth Advisors\, to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 5 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Track your client activities\nActivity #2: Generate a Timeline Summary\nActivity #3: Generate a Household Summary\nActivity #4: Prepare for a Meeting\nActivity #5: Find a client using the Maximizer Mobile App\n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MmJlYTI4Y2MtZWVjNi00ZTVjLTg2MWMtZjJiNzE0NzRmMzcz%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.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MmJlYTI4Y2MtZWVjNi00ZTVjLTg2MWMtZjJiNzE0NzRmMzcz%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:20260903T150000
DTEND;TZID=America/Toronto:20260903T153000
DTSTAMP:20260901T193550Z
CREATED:20260901T193550Z
LAST-MODIFIED:20260901T193550Z
UID:10000836-1788447600-1788449400@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 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTcyYmIxZjAtODU3Mi00ZWM5LWEyOTUtYjRmZTJjMzJiN2Yw%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_NTcyYmIxZjAtODU3Mi00ZWM5LWEyOTUtYjRmZTJjMzJiN2Yw%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:20260903T143000
DTEND;TZID=America/Toronto:20260903T150000
DTSTAMP:20260828T182306Z
CREATED:20260828T182306Z
LAST-MODIFIED:20260828T182306Z
UID:10000818-1788445800-1788447600@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmNjODQ5NzgtOGZmOS00ZDJlLTgyNTMtZjQ1MTczM2IzZjgz%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/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmNjODQ5NzgtOGZmOS00ZDJlLTgyNTMtZjQ1MTczM2IzZjgz%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:20260903T130000
DTEND;TZID=America/Toronto:20260903T133000
DTSTAMP:20260817T204109Z
CREATED:20260817T204048Z
LAST-MODIFIED:20260817T204109Z
UID:10000735-1788440400-1788442200@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 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjhhMjQ4YjYtZDk2Zi00N2Y2LTkwMjQtOGI0NmIyN2Q0NmRl%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_YjhhMjQ4YjYtZDk2Zi00N2Y2LTkwMjQtOGI0NmIyN2Q0NmRl%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:20260902T130000
DTEND;TZID=America/Toronto:20260902T133000
DTSTAMP:20260817T203851Z
CREATED:20260817T203851Z
LAST-MODIFIED:20260817T203851Z
UID:10000734-1788354000-1788355800@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 \n  \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjA2MmEyMjctYzM5Yi00ZGEwLThhMWItZGQ3Y2RiMjk2Zjlj%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_ZjA2MmEyMjctYzM5Yi00ZGEwLThhMWItZGQ3Y2RiMjk2Zjlj%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
END:VCALENDAR