MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For Wealth Advisors and Administrators

Classes

Classes Search and Views Navigation

Class Views Navigation

Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.

Today

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left

  • Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Canaccord
    Canaccord

    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 Read More...

    Learn More
    Register Now Free 14 spots left
  • Visual representation of CRM system exchanging data with marketing, sales, CRM API Integration, and support tools via API

    Maximizer 303 – Leads Management in Maximizer for Canaccord

    Canaccord
    Canaccord

    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. Participants will learn Read More...

    Learn More
    Register Now Free 10 spots left

  • Maximizer 101/201 – Foundations & Relationship Management for Canaccord

    Canaccord
    Canaccord

    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, Read More...

    Learn More
    Register Now Free 14 spots left