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DTSTART;TZID=America/Vancouver:20260610T080000
DTEND;TZID=America/Vancouver:20260610T090000
DTSTAMP:20260609T164959
CREATED:20260527T172321Z
LAST-MODIFIED:20260527T172321Z
UID:10000378-1781078400-1781082000@www.maximizer.com
SUMMARY:Capture client interactions from Outlook to Maximizer - An iA Private Wealth class
DESCRIPTION:Welcome to Capture client interactions from Outlook to Maximizer\, a practical training session designed to help iA Private Wealth teams embed Maximizer CRM directly into their daily communication routines. This course shows advisors and support staff how to connect email and calendar workflows with the CRM so client communications are consistently captured\, easy to find\, and visible to the broader team when needed. \nThis session is ideal for advisors\, advisory assistants\, and operations staff who rely on Outlook for day-to-day client communication and want to reduce manual entry while improving the completeness of client records. \nTopics covered include: \n\nEmail integration and tracking to link client emails to the correct records\nCalendar synchronization to align schedules and improve visibility\nCapturing meetings and communications so interactions are documented with minimal effort\n\nBy the end of the session\, participants will ensure all client interactions are captured and visible in Maximizer\, supporting stronger continuity\, collaboration\, and compliance-ready documentation.
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE5MzgyZGEtMjQ0NC00ZjIwLTkzNmQtODBhMzg4M2U2OTU4%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:iA
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/2026.01-Blog-Images-copy.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE5MzgyZGEtMjQ0NC00ZjIwLTkzNmQtODBhMzg4M2U2OTU4%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:20260610T090000
DTEND;TZID=America/Toronto:20260610T094500
DTSTAMP:20260609T164959
CREATED:20260603T195347Z
LAST-MODIFIED:20260605T151217Z
UID:10000414-1781082000-1781084700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg2MzdjNTctYmUwMS00ZjIzLWJkNTktYzlhZmU2YWUxMTNk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg2MzdjNTctYmUwMS00ZjIzLWJkNTktYzlhZmU2YWUxMTNk%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:20260610T100000
DTEND;TZID=America/Toronto:20260610T113000
DTSTAMP:20260609T164959
CREATED:20260522T131900Z
LAST-MODIFIED:20260609T152102Z
UID:10000339-1781085600-1781091000@www.maximizer.com
SUMMARY:Maximizer 101 – Foundations of Maximizer CRM for Canaccord
DESCRIPTION:Welcome to Maximizer 101\, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure\, navigation\, and daily workflows within Maximizer\, ensuring advisors and support teams can confidently manage client information and interactions. \nThis course is ideal for new users of Maximizer CRM\, advisory assistants\, operations staff\, and team members transitioning from legacy systems or manual processes. Participants will learn how to navigate the platform efficiently\, manage client records\, capture important interactions\, and customize their workspace for maximum productivity. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate real-world CRM workflows and best practices tailored to financial advisory teams. \nDuration: 90 Minutes \nAgenda: \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding the Maximizer data structure – Households\, Contacts & Companies\nCustomizing the interface\n\nManaging Client Records \n\nCreating new Household\, Contact\, and Company records\nSwitching between Household and Contact views\nUnderstanding the Details tab and Key Fields Lists\nEditing records and capturing client data\n\nCapturing Client Activity \n\nLogging and tracking interactions\nRecording calls and notes\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering Timeline activity\nSearching by user or interaction type\nSwitching Timeline views\nReviewing historical client activity
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTA2YzU3NGMtMmZkYS00NmJmLTk3ZjYtYzE3ZDY4MzNlZGQ4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/12/19.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTA2YzU3NGMtMmZkYS00NmJmLTk3ZjYtYzE3ZDY4MzNlZGQ4%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:20260610T110000
DTEND;TZID=America/Toronto:20260610T114500
DTSTAMP:20260609T164959
CREATED:20260603T195318Z
LAST-MODIFIED:20260605T151241Z
UID:10000415-1781089200-1781091900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTE5NzFjMjYtNmIwYi00NzZkLWE1NTMtOTQ1YWI1NGJlM2Nm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTE5NzFjMjYtNmIwYi00NzZkLWE1NTMtOTQ1YWI1NGJlM2Nm%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:20260610T130000
DTEND;TZID=America/Toronto:20260610T134500
DTSTAMP:20260609T164959
CREATED:20260603T195258Z
LAST-MODIFIED:20260605T151306Z
UID:10000416-1781096400-1781099100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWYwMDAzNmYtNmQ0Zi00YTAzLWI0MzUtN2UyOGEwMWY3ZTE4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWYwMDAzNmYtNmQ0Zi00YTAzLWI0MzUtN2UyOGEwMWY3ZTE4%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:20260610T160000
DTEND;TZID=America/Toronto:20260610T164500
DTSTAMP:20260609T164959
CREATED:20260603T195236Z
LAST-MODIFIED:20260605T163525Z
UID:10000417-1781107200-1781109900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGI2ZjcwY2UtOTEyYy00YzZhLWJiOTEtNzlhNzQyODljZWU4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGI2ZjcwY2UtOTEyYy00YzZhLWJiOTEtNzlhNzQyODljZWU4%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:20260610T160000
DTEND;TZID=America/Toronto:20260610T170000
DTSTAMP:20260609T164959
CREATED:20260522T133629Z
LAST-MODIFIED:20260522T133629Z
UID:10000345-1781107200-1781110800@www.maximizer.com
SUMMARY:Maximizer 301 – IQ Boost for Canaccord
DESCRIPTION:Maximizer 301 – IQ Boost introduces users to Maximizer’s intelligent productivity tools designed to help Canaccord advisory teams prepare for meetings faster\, uncover important client insights\, and improve overall efficiency. \nParticipants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity. \nDuration: 50 Minutes \nPrerequisites:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nHousehold Summaries \n\nGenerating Household Summaries\nUnderstanding key insights and information\nReviewing recent activity and engagement\n\nPreparing for Client Meetings \n\nUsing summaries to prepare for meetings\nReviewing important client details and activities\nIdentifying opportunities and follow-ups\n\nTimeline Intelligence \n\nGenerating Timeline Summaries\nReviewing interaction history efficiently\nAsking questions using summary tools\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGRmNDljYzctNDU4YS00MTQ2LWIzMWMtNjczZjIzMTI0M2Q1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2025/09/Maximizer-IQBoost-feature-suggested-actions-scaled.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGRmNDljYzctNDU4YS00MTQ2LWIzMWMtNjczZjIzMTI0M2Q1%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:20260611T090000
DTEND;TZID=America/Toronto:20260611T094500
DTSTAMP:20260609T164959
CREATED:20260605T152628Z
LAST-MODIFIED:20260605T152810Z
UID:10000419-1781168400-1781171100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTJkNzA1ZGEtNTgxNy00ZmQyLThkYjktZDJmNGQwY2ViNDI5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTJkNzA1ZGEtNTgxNy00ZmQyLThkYjktZDJmNGQwY2ViNDI5%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:20260611T100000
DTEND;TZID=America/Toronto:20260611T110000
DTSTAMP:20260609T164959
CREATED:20260522T134131Z
LAST-MODIFIED:20260522T134131Z
UID:10000349-1781172000-1781175600@www.maximizer.com
SUMMARY:Maximizer 302 – Working in Outlook and Maximizer for Canaccord
DESCRIPTION:Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. \nParticipants will learn how to save important communications\, create leads\, manage tasks\, and access Maximizer information directly from Outlook. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nMaximizer & Outlook Integration \n\nLogging in to Maximizer from Outlook\nUnderstanding the Outlook integration interface\n\nManaging Emails & Activities \n\nSaving emails to Maximizer\nCreating Leads from email communications\nAdding notes and call logs\nCreating and assigning tasks\nScheduling appointments\n\nManaging Records in Outlook \n\nViewing record summaries and timelines\nReviewing record details\nEditing records directly from Outlook\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTUwOGZkNmItNDJlYi00NDY3LWIwZWYtYzUyZTk2MGRmOGJi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2023/10/outlook-blog-hero-image_6fca17f2270ca640c6faa5a4d4f3821a_2000.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTUwOGZkNmItNDJlYi00NDY3LWIwZWYtYzUyZTk2MGRmOGJi%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:20260611T110000
DTEND;TZID=America/Toronto:20260611T114500
DTSTAMP:20260609T164959
CREATED:20260605T152735Z
LAST-MODIFIED:20260605T152735Z
UID:10000420-1781175600-1781178300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjM3OWI1OWUtY2M5Ni00Njg1LTg2NDctMDBiNzM5MWVkZmZm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjM3OWI1OWUtY2M5Ni00Njg1LTg2NDctMDBiNzM5MWVkZmZm%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:20260611T130000
DTEND;TZID=America/Toronto:20260611T133000
DTSTAMP:20260609T164959
CREATED:20260416T225752Z
LAST-MODIFIED:20260519T174932Z
UID:10000279-1781182800-1781184600@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 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Yzc2MWQ5ZWMtMjQ4NC00NDRlLWFlYjEtOWMxNDBmM2ViNDMx%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_Yzc2MWQ5ZWMtMjQ4NC00NDRlLWFlYjEtOWMxNDBmM2ViNDMx%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:20260611T130000
DTEND;TZID=America/Toronto:20260611T134500
DTSTAMP:20260609T164959
CREATED:20260605T152932Z
LAST-MODIFIED:20260605T152932Z
UID:10000421-1781182800-1781185500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDU5MDkyMGYtNjU2Ni00Y2M1LWIwYTctNTc4NDk4NDZlMGNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDU5MDkyMGYtNjU2Ni00Y2M1LWIwYTctNTc4NDk4NDZlMGNm%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:20260611T130000
DTEND;TZID=America/Toronto:20260611T143000
DTSTAMP:20260609T164959
CREATED:20260417T194420Z
LAST-MODIFIED:20260519T174938Z
UID:10000301-1781182800-1781188200@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_YjljNDgzNDctNjNiNy00ZTE4LWE2MmItODUyZmQwYmNiNWQ1%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="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjljNDgzNDctNjNiNy00ZTE4LWE2MmItODUyZmQwYmNiNWQ1%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:20260611T130000
DTEND;TZID=America/Toronto:20260611T163000
DTSTAMP:20260609T164959
CREATED:20260417T204912Z
LAST-MODIFIED:20260519T235358Z
UID:10000310-1781182800-1781195400@www.maximizer.com
SUMMARY:Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine
DESCRIPTION:Bienvenue dans Édition Services Financiers Maximizer (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu ce cours pratique et complet\, Introduction à Maximizer ESF pour les conseillers en patrimoine\, afin d’enseigner aux participants les bases de Maximizer ESF.  \nCe cours est recommandé aux nouveaux utilisateurs de Maximizer ESF\, aux utilisateurs existants de Maximizer qui passent de nos  Édition de base ou Responsable des ventes et même aux utilisateurs actuels de Maximizer ESF qui pourraient avoir besoin d’une remise à niveau ou d’apprendre quelque chose de nouveau.   \nVous serez guidé(e) à travers 9 exercices pratiques par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Ce formateur abordera tous les concepts fondamentaux du rôle de conseiller financier dans Maximizer\, et partagera également des exemples concrets et des bonnes pratiques.   \nEn participant à cette formation\, vous utiliserez votre plateforme Maximizer nouvellement configurée pour les exercices pratiques. Chaque participant aura accès à un guide d’utilisation détaillé pour réaliser différentes opérations dans Maximizer. À la fin de la formation\, vous serez invité à passer une évaluation des connaissances afin d’obtenir votre badge de certification Maximizer niveau 1\, que vous pourrez afficher fièrement sur LinkedIn ou d’autres réseaux sociaux. \nOrdre du jour: \nLeçon 1 – Terminologie\, navigation et configuration utilisateur  \nPersonnaliser l’affichage et les préférences de Maximizer\nCréer de nouveaux enregistrements de ménage\, de contact et d’entreprise \nUtiliser la fonction Recherche pour trouver ce que vous cherchez \nCréer et gérer des listes de favoris \nLeçon 2 – Tenir à jour et en conformité les dossiers clients  \nCréer un enregistrement de compte \nSuivre les activités de vos clients\nTravailler simultanément dans Outlook et Maximizer  \nLeçon 3 – Gérer efficacement votre entreprise  \nModifier la configuration de votre vue par colonne\nCréer une vue de colonne personnalisée  \nDurée : 210 minutes \nEnvironnement recommandé: Deux écrans – un pour la pratique et un pour le guide de l’utilisateur \nCode de classe: FSE-101 \nType de classe: Formation des utilisateurs finaux
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTMxMzc4YWMtZWU0NC00NDZmLWI3ODgtODBmMTJjZmIwMWE4%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,French
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTMxMzc4YWMtZWU0NC00NDZmLWI3ODgtODBmMTJjZmIwMWE4%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:20260611T150000
DTEND;TZID=America/Toronto:20260611T154500
DTSTAMP:20260609T164959
CREATED:20260605T153029Z
LAST-MODIFIED:20260605T153029Z
UID:10000422-1781190000-1781192700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDM5NWI3ZGYtNzQxZS00MjRiLWIxYjQtM2Q5MmU4YzE4YThm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDM5NWI3ZGYtNzQxZS00MjRiLWIxYjQtM2Q5MmU4YzE4YThm%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:20260611T160000
DTEND;TZID=America/Toronto:20260611T164500
DTSTAMP:20260609T164959
CREATED:20260605T153112Z
LAST-MODIFIED:20260609T162641Z
UID:10000423-1781193600-1781196300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzMwMWU3ZmYtMGJhYS00MDRjLTg4MDEtZWJkZDZhMjgyOTdh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzMwMWU3ZmYtMGJhYS00MDRjLTg4MDEtZWJkZDZhMjgyOTdh%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:20260611T160000
DTEND;TZID=America/Toronto:20260611T170000
DTSTAMP:20260609T164959
CREATED:20260522T132548Z
LAST-MODIFIED:20260604T204929Z
UID:10000343-1781193600-1781197200@www.maximizer.com
SUMMARY:Maximizer 201 – Relationship Management Essentials for Canaccord
DESCRIPTION:Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques\, relationship mapping\, and methods for organizing and retrieving information quickly. \nParticipants will learn how to create reusable searches\, improve data visibility\, and better understand relationships between contacts\, households\, and related entities. \nThis course is recommended for users who are comfortable with the basics of Maximizer and are ready to improve efficiency and data management practices. \nDuration: 50 Minutes \nPrerequisite: Maximizer 101 – Foundations of Maximizer CRM for Canaccord \nAgenda: \nSearching & Retrieving Information \n\nUsing Quick Search to locate records\nUnderstanding search best practices\nFinding client information quickly and efficiently\n\nAdvanced Search Techniques \n\nCreating Advanced Searches\nSaving and cataloging searches\nCreating Quick Access icons for saved searches\nRetrieving and managing search results\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Family Tree relationships\nAdding and managing Related Entries\nDisplaying Related Entries within Family Tree views\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmE2OTc2ZmQtODk5MS00MzRjLWJkNTItYmI1MjRhMWFjNzM4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/4-financial.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmE2OTc2ZmQtODk5MS00MzRjLWJkNTItYmI1MjRhMWFjNzM4%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:20260612T090000
DTEND;TZID=America/Toronto:20260612T094500
DTSTAMP:20260609T164959
CREATED:20260605T153320Z
LAST-MODIFIED:20260605T153320Z
UID:10000424-1781254800-1781257500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NThlMTI5ODAtY2ExNy00MWI5LWFiYjEtM2Y5NzBkNDVlYWRi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NThlMTI5ODAtY2ExNy00MWI5LWFiYjEtM2Y5NzBkNDVlYWRi%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:20260612T110000
DTEND;TZID=America/Toronto:20260612T114500
DTSTAMP:20260609T164959
CREATED:20260605T153416Z
LAST-MODIFIED:20260605T153416Z
UID:10000425-1781262000-1781264700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2MzNTE1MTYtMGViOC00MDFkLWFkNmUtMjM2YWZhNzVmYjc2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2MzNTE1MTYtMGViOC00MDFkLWFkNmUtMjM2YWZhNzVmYjc2%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:20260612T130000
DTEND;TZID=America/Toronto:20260612T134500
DTSTAMP:20260609T164959
CREATED:20260605T153514Z
LAST-MODIFIED:20260605T153514Z
UID:10000426-1781269200-1781271900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWFiMGFkYmEtYTI2NC00ODAzLThmNmItNjUwNmRmODkyZjI5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWFiMGFkYmEtYTI2NC00ODAzLThmNmItNjUwNmRmODkyZjI5%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:20260612T130000
DTEND;TZID=America/Toronto:20260612T140000
DTSTAMP:20260609T164959
CREATED:20260522T134426Z
LAST-MODIFIED:20260522T134426Z
UID:10000352-1781269200-1781272800@www.maximizer.com
SUMMARY:Maximizer 303 – Leads Management in Maximizer for Canaccord
DESCRIPTION:Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. \nParticipants will learn how to manage leads consistently\, capture engagement activity\, and convert qualified leads into active opportunities. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nCreating & Managing Leads \n\nCreating a new Lead\nEditing and updating Lead information\nUnderstanding Lead management workflows\n\nCapturing Lead Activity \n\nLogging interactions and activities\nRecording notes and communications\nTracking follow-up tasks\n\nLead Conversion \n\nMoving Leads through the process\nConverting Leads\nCreating Opportunities from qualified Leads
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzI5ZTNhYzMtN2M2ZS00N2JjLWI2NjktODJmMWI4ODZkM2E5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/2025.09.16_maximizer-blog-headers-copy06.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzI5ZTNhYzMtN2M2ZS00N2JjLWI2NjktODJmMWI4ODZkM2E5%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:20260612T130000
DTEND;TZID=America/Toronto:20260612T143000
DTSTAMP:20260609T164959
CREATED:20260417T222402Z
LAST-MODIFIED:20260519T235403Z
UID:10000316-1781269200-1781274600@www.maximizer.com
SUMMARY:Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine
DESCRIPTION:Le 20 mars de 13h à 14h30  \nBienvenue dans Maximizer Édition services financiers (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu cette introduction complète de 90 minutes à IQ Boost™ pour les conseillers en patrimoine afin d’apprendre aux participants à utiliser IQ Boost™ pour identifier plus rapidement les opportunités de croissance et offrir une expérience client exceptionnelle sans perdre des heures à éplucher les dossiers CRM.  \nCe cours est recommandé aux conseillers en gestion de patrimoine qui utilisent Maximizer depuis un certain temps et qui recherchent les dernières façons d’exploiter l’IA pour se faciliter la vie au travail.  \nPour les nouveaux utilisateurs de Maximizer ESF\, il est conseillé de suivre d’abord notre cours d’introduction à Maximizer ESF pour les conseillers en gestion de patrimoine\, afin de tirer le meilleur parti du cours IQ Boost™.  \nDans ce cours\, vous serez guidé à travers 4 activités par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Le formateur abordera quatre des principaux moyens par lesquels IQ Boost™ peut vous faire gagner un temps précieux et créer de nouvelles opportunités.  \nOrdre du jour:  \n\nQu’est-ce qu’IQ Boost et comment optimiser son efficacité ? – Description d’IQ Boost \n\n\nFonctionnalités du Centre de conformité et de sécurité d’IQ Boost : Anonymisation\, IA utilisée\, Source des données\, Périmètre des données\, Types de données \n\n\nActivité n° 1: Suivre les activités de vos clients \n\n\nActivité n° 2: Générer un résumé chronologique \n\n\nActivité n° 3: Générer un résumé du ménage \n\n\nActivité n° 4: Se préparer à une réunion \n\n\nActivité n° 5 : Trouver un client à l’aide de l’application mobile – Exercice sur l’application mobile \n\nPrérequis suggéré: Introduction à Maximizer ESF pour les conseillers en gestion de patrimoine  \nCode du cours: FSE-203  \nDurée: 90 minutes  \nType de cours: Formation des utilisateurs finaux 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjQzMmNkMTItZjc0My00ZDg5LTgzYzQtMDBkZDZhNDNmZmE5%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,French
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjQzMmNkMTItZjc0My00ZDg5LTgzYzQtMDBkZDZhNDNmZmE5%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:20260612T140000
DTEND;TZID=America/Toronto:20260612T144500
DTSTAMP:20260609T164959
CREATED:20260609T154126Z
LAST-MODIFIED:20260609T154126Z
UID:10000431-1781272800-1781275500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTIwOGJjODYtNzA2Yi00ZDZjLWJmNzAtZDBmZDc3Y2FhODBl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTIwOGJjODYtNzA2Yi00ZDZjLWJmNzAtZDBmZDc3Y2FhODBl%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:20260612T150000
DTEND;TZID=America/Toronto:20260612T154500
DTSTAMP:20260609T164959
CREATED:20260609T153847Z
LAST-MODIFIED:20260609T153847Z
UID:10000429-1781276400-1781279100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGQ3MDM2YTMtY2U1Ni00ZTY0LTgyMTQtZDIzY2FlNDRlYjEz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGQ3MDM2YTMtY2U1Ni00ZTY0LTgyMTQtZDIzY2FlNDRlYjEz%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:20260612T150000
DTEND;TZID=America/Toronto:20260612T173000
DTSTAMP:20260609T164959
CREATED:20260522T141226Z
LAST-MODIFIED:20260604T214121Z
UID:10000363-1781276400-1781285400@www.maximizer.com
SUMMARY:Maximizer 101/201 - Foundations & Relationship Management for Canaccord
DESCRIPTION:Welcome to Maximizer 101/201\, a comprehensive training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session combines foundational CRM concepts with practical relationship management workflows\, helping advisors and support teams confidently manage client information\, interactions\, searches\, and related records within Maximizer. \nParticipants will learn how to navigate the platform efficiently\, maintain and organize client records\, capture important interactions\, retrieve information quickly using advanced search tools\, and better understand relationships between households\, contacts\, and related entities. The course also introduces workspace customization and productivity techniques designed to improve day-to-day CRM efficiency. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor demonstrating real-world workflows and best practices tailored to financial advisory teams. \nDuration: 2 Hours 20 Minutes \nAgenda \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding Households\, Contacts & Companies\nCustomizing the Maximizer interface\n\nManaging Client Records \n\nCreating and editing records\nUnderstanding key fields and details tabs\nCapturing and maintaining client information\n\nCapturing Client Activity \n\nRecording calls\, notes\, and interactions\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering and reviewing activity\nSearching by interaction type or user\nReviewing historical client activity\n\nSearching & Retrieving Information \n\nUsing Quick Search effectively\nCreating and saving Advanced Searches\nManaging search results and Quick Access icons\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Related Entries and relationships
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjdkYzQyNDAtOWYwMS00M2ZjLWIzNjQtNzAzOTM5NWI1NmQz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/01/28.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjdkYzQyNDAtOWYwMS00M2ZjLWIzNjQtNzAzOTM5NWI1NmQz%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:20260612T160000
DTEND;TZID=America/Toronto:20260612T164500
DTSTAMP:20260609T164959
CREATED:20260609T153802Z
LAST-MODIFIED:20260609T153802Z
UID:10000430-1781280000-1781282700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmFiMWZhYTYtZjFmOC00MGJkLWE1MjAtMjU5MTg1ZTI4ZTgw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord,Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmFiMWZhYTYtZjFmOC00MGJkLWE1MjAtMjU5MTg1ZTI4ZTgw%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:20260615T090000
DTEND;TZID=America/Toronto:20260615T094500
DTSTAMP:20260609T164959
CREATED:20260609T154252Z
LAST-MODIFIED:20260609T160720Z
UID:10000432-1781514000-1781516700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWFiZmQyZmQtN2JhOC00MDI0LWE5ZTctMjU5YThkYmQ3NThk%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWFiZmQyZmQtN2JhOC00MDI0LWE5ZTctMjU5YThkYmQ3NThk%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/Vancouver:20260615T100000
DTEND;TZID=America/Vancouver:20260615T110000
DTSTAMP:20260609T164959
CREATED:20260527T172255Z
LAST-MODIFIED:20260527T172255Z
UID:10000379-1781517600-1781521200@www.maximizer.com
SUMMARY:Reduce manual work and improve client engagement - AI Powered Productivity with IQ Boost\, an iA Private Wealth class
DESCRIPTION:Welcome to Reduce manual work and improve client engagement – AI-Powered Productivity with IQ Boost™\, a hands-on training session designed to help iA Private Wealth teams leverage AI capabilities within Maximizer to save time\, surface meaningful insights\, and strengthen client engagement. This course focuses on practical\, advisor-ready workflows that reduce manual effort while supporting consistent\, compliant documentation. \nThis session is ideal for advisors\, advisory assistants\, and operations staff who want to streamline preparation and follow-up\, quickly understand client context\, and identify next-best actions using AI-driven tools. \nTopics covered include: \n\nUsing timeline and household summaries to quickly review client history and relationships\nMeeting preparation support to help advisors walk in informed and organized\nActivity tracking and opportunity identification to spot trends\, follow-ups\, and potential planning conversations\nCompliance and data governance considerations to ensure AI-enabled workflows align with recordkeeping expectations\n\nBy the end of the session\, participants will be able to reduce manual work\, improve visibility into client activity\, and enhance the quality and consistency of client engagement using IQ Boost™.
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWUzOTY3YjMtNjk2MS00Y2VjLTk2ZWUtYTkxYTg2NDBmMDQ0%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:iA
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/02/Best-CRM-in-United-Kingdom-2026.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWUzOTY3YjMtNjk2MS00Y2VjLTk2ZWUtYTkxYTg2NDBmMDQ0%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:20260615T110000
DTEND;TZID=America/Toronto:20260615T114500
DTSTAMP:20260609T164959
CREATED:20260609T154337Z
LAST-MODIFIED:20260609T160650Z
UID:10000433-1781521200-1781523900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION:Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTNmZGE3NjgtOGYzMy00ZWZkLWIwNzItMGYzODViN2NkZGNk%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTNmZGE3NjgtOGYzMy00ZWZkLWIwNzItMGYzODViN2NkZGNk%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:20260615T110000
DTEND;TZID=America/Toronto:20260615T120000
DTSTAMP:20260609T164959
CREATED:20260522T134730Z
LAST-MODIFIED:20260522T134730Z
UID:10000355-1781521200-1781524800@www.maximizer.com
SUMMARY:Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
DESCRIPTION:Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. \nParticipants will learn how to create and manage Opportunities\, track deal progression\, visualize pipeline activity\, and maintain accurate opportunity data throughout the sales process. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nUnderstanding Opportunities \n\nWhat Opportunities are and why teams use them\nUnderstanding pipeline management concepts\nChoosing the appropriate process\n\nManaging Opportunity Records \n\nCreating Opportunities\nEditing Opportunity details\nUsing Key Fields effectively\nMoving Opportunities between stages\n\nPipeline Visibility & Activity Tracking \n\nSwitching between List View and Kanban Board\nManaging pipeline visibility\nLogging interactions against Opportunities\nTracking activity and follow-ups\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzQ3YTQzOWQtMDkzOC00OWY3LThiYzQtYmEzNjM1NDVjM2Mw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-headers-Fin-Serv-Loyalty.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzQ3YTQzOWQtMDkzOC00OWY3LThiYzQtYmEzNjM1NDVjM2Mw%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