Office Hours (Admin Support)
An hour for you to book / admin will be present for you to ask questions / open panel Q&A
Free
4 classes found.
MAXIMIZER TRAINING ACADEMY
CRM Training Classes
For administrators, end-users, and sales leaders
Introduction to Maximizer (FSE) for Administrators
This class is designed to show the Maximizer Administrator the basics of Maximizer, from activating your own account, setting up your firm’s users, navigating the drop down menus, main modules and tabbed following windows, as well as setting up the calendar and hotlist, controlling emails and choosing how users will start their day.
Free
Maximizer Fundamentals – Navigation, Searching, and Creating new Records
Designed for Admins supporting Sales Leaders, this class focuses on tailoring Maximizer CRM for sales team operations. You'll learn how to build and apply custom fields, key field lists, and action plans. It also covers managing User Rights and privileges, as well as setting up CASL and Auditing.
Free
1-on-1 Dedicated Admin Support
A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free