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X-WR-CALDESC:Events for Maximizer CRM
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TZID:America/Toronto
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DTSTART;TZID=America/Toronto:20251104T150000
DTEND;TZID=America/Toronto:20251104T170000
DTSTAMP:20260502T144805
CREATED:20251014T222639Z
LAST-MODIFIED:20251023T210121Z
UID:10000135-1762268400-1762275600@www.maximizer.com
SUMMARY:Advanced Client Management - Accounts\, Client Service\, and Leads
DESCRIPTION:Dive deep into Maximizer’s advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization’s specific needs. \nAgenda: \n• Creating and viewing Accounts in detail\n• Setting up Account Objectives and defining Products/Services\n• Managing Account Status and monitoring systems\n• Creating Account Processes and Stages\n• Configuring Products\, Services\, and Categories\n• Advanced Account search capabilities and Search Catalog\n• Customizing Account Key Fields and User Defined Fields\n• Managing Account Interactions\, Notes\, Tasks\, and Files\n• Understanding the Account Timeline feature\n• Pipeline Reports and Accounts Timeline Reports\n• Lead creation and management processes\n• Lead Process and Stages configuration\n• Converting leads to accounts\n• Client Service case creation\, assignment\, and escalation \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-302 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzU2ZTA1ZmItZWNmMS00MDM2LTk3OTQtNWQ4ZGM1Y2M2OWFj%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,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-10-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzU2ZTA1ZmItZWNmMS00MDM2LTk3OTQtNWQ4ZGM1Y2M2OWFj%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:20251106T130000
DTEND;TZID=America/Toronto:20251106T133000
DTSTAMP:20260502T144805
CREATED:20251014T222919Z
LAST-MODIFIED:20251023T210343Z
UID:10000136-1762434000-1762435800@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWY1YjYwMTItMjUyNS00OTA2LTlmYjEtYTc3MTNlODQ1MmM1%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,Financial Services 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="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWY1YjYwMTItMjUyNS00OTA2LTlmYjEtYTc3MTNlODQ1MmM1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251114T120000
DTEND;TZID=America/Toronto:20251114T153000
DTSTAMP:20260502T144805
CREATED:20251107T220950Z
LAST-MODIFIED:20251108T141637Z
UID:10000143-1763121600-1763134200@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive\, hands-on class\, Introduction to Maximizer FSE for Wealth Advisors\, to teach students the foundations of Maximizer FSE.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes\, with a Maximizer Level 1 Certification assessment to conclude the session \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWE4ZjUwODQtYWQ0ZC00NDJjLWJjNDctNDU2MTBjNWI4NjRk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWE4ZjUwODQtYWQ0ZC00NDJjLWJjNDctNDU2MTBjNWI4NjRk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251114T130000
DTEND;TZID=America/Toronto:20251114T133000
DTSTAMP:20260502T144805
CREATED:20251113T131718Z
LAST-MODIFIED:20251113T165648Z
UID:10000147-1763125200-1763127000@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Mjc4M2Q2MjktNTYwOC00MDI0LWJkYTYtOTE5MzJhM2RhZjg2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Mjc4M2Q2MjktNTYwOC00MDI0LWJkYTYtOTE5MzJhM2RhZjg2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251117T153000
DTEND;TZID=America/Toronto:20251117T160000
DTSTAMP:20260502T144805
CREATED:20251113T132928Z
LAST-MODIFIED:20251113T194027Z
UID:10000150-1763393400-1763395200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWEzYTAyMWYtZWY2YS00MGY0LWEwOGMtNWIwYzExYjlkMmQx%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,Base Edition,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_YWEzYTAyMWYtZWY2YS00MGY0LWEwOGMtNWIwYzExYjlkMmQx%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:20251118T130000
DTEND;TZID=America/Toronto:20251118T150000
DTSTAMP:20260502T144805
CREATED:20251014T224059Z
LAST-MODIFIED:20251023T210948Z
UID:10000138-1763470800-1763478000@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
DESCRIPTION:Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients\, create professional email templates\, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale. \nAgenda: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjBkMTYxMGUtYWQ0OS00ODY3LWI1MDQtNjlmNzczYWJlYjM1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjBkMTYxMGUtYWQ0OS00ODY3LWI1MDQtNjlmNzczYWJlYjM1%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:20251118T140000
DTEND;TZID=America/Toronto:20251118T143000
DTSTAMP:20260502T144805
CREATED:20251113T132346Z
LAST-MODIFIED:20251113T194752Z
UID:10000148-1763474400-1763476200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTMzODM3ZmUtNjIxOC00ODE2LThmZmUtOWMwNDIwN2ZjMjE2%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,Base Edition,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_MTMzODM3ZmUtNjIxOC00ODE2LThmZmUtOWMwNDIwN2ZjMjE2%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:20251120T110000
DTEND;TZID=America/Toronto:20251120T113000
DTSTAMP:20260502T144805
CREATED:20251113T132706Z
LAST-MODIFIED:20251113T193924Z
UID:10000149-1763636400-1763638200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzM5ZjA2YzgtODdiZi00OTVmLTk5MmQtYTY4NmEwMjNkYzkz%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,Base Edition,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_MzM5ZjA2YzgtODdiZi00OTVmLTk5MmQtYTY4NmEwMjNkYzkz%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:20251120T130000
DTEND;TZID=America/Toronto:20251120T150000
DTSTAMP:20260502T144805
CREATED:20251014T224602Z
LAST-MODIFIED:20251023T211449Z
UID:10000139-1763643600-1763650800@www.maximizer.com
SUMMARY:Customization and Views - Personalizing Your CRM Experience
DESCRIPTION:Learn to customize Maximizer CRM to match your workflow and preferences. This class covers how to create personalized views\, manage modules and tabs\, and configure user preferences. Advisors will discover how to make the system work more efficiently for their specific needs and client management style. \nAgenda: \n• Setting up User Preferences (Calendar sharing\, Hotlist\, startup options)\n• Creating and configuring email signatures\n• Working with Column Views: creating\, copying\, and modifying views\n• Exporting data to Excel from custom views\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Understanding and using Key Field Lists\n• Creating and switching between different field lists\n• Introduction to User Defined Fields and field types\n• Customizing the interface for optimal productivity\n• Understanding Action Plans: creation\, launch\, and modification \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-201 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzFkMzE0ZjYtODg1NC00MDQyLWE0ZjQtN2Y1NzAyNTM1NDNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_2-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzFkMzE0ZjYtODg1NC00MDQyLWE0ZjQtN2Y1NzAyNTM1NDNm%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:20251121T120000
DTEND;TZID=America/Toronto:20251121T123000
DTSTAMP:20260502T144805
CREATED:20251113T133333Z
LAST-MODIFIED:20251113T194629Z
UID:10000151-1763726400-1763728200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWE1NDI3MTQtNzExNC00YTk2LWE0ZjMtODIyYjdmY2I5YWNl%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,Base Edition,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_ZWE1NDI3MTQtNzExNC00YTk2LWE0ZjMtODIyYjdmY2I5YWNl%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:20251121T120000
DTEND;TZID=America/Toronto:20251121T153000
DTSTAMP:20260502T144805
CREATED:20251108T151834Z
LAST-MODIFIED:20251108T151834Z
UID:10000144-1763726400-1763739000@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION:Welcome to Maximizer Financial Services Edition (FSE)\, the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive\, hands-on class\, Introduction to Maximizer FSE for Wealth Advisors\, to teach students the foundations of Maximizer FSE.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes\, with a Maximizer Level 1 Certification assessment to conclude the session \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGMwMzFjNTgtYmRlNi00MGExLWIxNWUtNmZiNDE4OTk3MWFi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGMwMzFjNTgtYmRlNi00MGExLWIxNWUtNmZiNDE4OTk3MWFi%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:20251125T120000
DTEND;TZID=America/Toronto:20251125T123000
DTSTAMP:20260502T144805
CREATED:20251122T161533Z
LAST-MODIFIED:20251122T161533Z
UID:10000155-1764072000-1764073800@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTI1ZTBkYmItMjI3Yi00ZmMxLWJiMDAtZThjNGM5NjljMTA3%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,Base Edition,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_NTI1ZTBkYmItMjI3Yi00ZmMxLWJiMDAtZThjNGM5NjljMTA3%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:20251125T130000
DTEND;TZID=America/Toronto:20251125T150000
DTSTAMP:20260502T144805
CREATED:20251014T213611Z
LAST-MODIFIED:20251023T165655Z
UID:10000132-1764075600-1764082800@www.maximizer.com
SUMMARY:Microsoft Integration Suite - Outlook and Word
DESCRIPTION:Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration\, enabling administrators to configure email synchronization\, document templates\, and automated correspondence features. \nAgenda: \n• Obtaining and installing Outlook Integration\n• Configuring Maximizer Outlook Integration preferences\n• Setting up synchronization options and schedules\n• Saving emails to Contact List entries\, Accounts\, and Client Service Cases\n• Creating contacts directly from email communications\n• Email tracking setup and management\n• Creating and managing tracking lists\n• Tracking email threads and conversation history\n• Installing and configuring Word Integration\n• Adding merge fields to Word documents\n• Creating\, modifying\, and retrieving document templates\n• Saving document templates to Maximizer\n• Creating mailing labels and envelopes\n• Troubleshooting integration issues \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-304 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2UyZTYxN2UtYTFhYS00OTA0LThkMzgtYzMwNzk3OWMzZmM0%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,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-11-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2UyZTYxN2UtYTFhYS00OTA0LThkMzgtYzMwNzk3OWMzZmM0%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:20251127T160000
DTEND;TZID=America/Toronto:20251127T163000
DTSTAMP:20260502T144805
CREATED:20251122T161653Z
LAST-MODIFIED:20251122T161653Z
UID:10000156-1764259200-1764261000@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGU2M2Q5MWItNzU2MS00ZWVmLWI4MTktNzE1MmE0MGYyZDY3%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,Base Edition,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_OGU2M2Q5MWItNzU2MS00ZWVmLWI4MTktNzE1MmE0MGYyZDY3%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