MAXIMIZER TRAINING ACADEMY

CRM Training Classes

Name: Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
Start: 2026-09-21T14:00:00-04:00
End: 2026-09-21T15:00:00-04:00

For Wealth Advisors and Administrators

Sep 2026
- Mon 14
  - 1:30 PM - 2:00 PM EDT
    
    Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
    
    Free
  - 2:30 PM - 3:30 PM EDT
    
    Maximizer 201 – Relationship Management Essentials for Canaccord
    
    Free
  - 4:30 PM - 5:30 PM EDT
    
    Maximizer 301 – IQ Boost for Canaccord
    
    Free
- Tue 15
  - 12:30 PM - 1:30 PM EDT
    
    Maximizer 302 – Working in Outlook and Maximizer for Canaccord
    
    Free
  - 1:00 PM - 4:30 PM EDT
    
    Introduction to Maximizer FSE for Wealth Advisors
    
    Free
  - 2:00 PM - 3:00 PM EDT
    
    Maximizer 303 – Leads Management in Maximizer for Canaccord
    
    Free
  - 4:30 PM - 5:30 PM EDT
    
    Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
    
    Free
- Wed 16
  - 11:00 AM - 12:00 PM EDT
    
    Maximizer 306 – Managing Client Processes with Workflows for Canaccord
    
    Free
  - 12:30 PM - 1:00 PM EDT
    
    Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
    
    Free
  - 1:00 PM - 1:30 PM EDT
    
    Ask the Admin: 1-on-1 Dedicated Support
    
    Free
  - 1:30 PM - 2:30 PM EDT
    
    Maximizer 307 – From To-Dos to Done: Mastering Task Management for Canaccord
    
    Free
  - 3:00 PM - 3:30 PM EDT
    
    Ask the Admin: 1-on-1 Dedicated Support for Canaccord
    
    Free
  - 4:30 PM - 6:00 PM EDT
    
    Maximizer 101 – Foundations of Maximizer CRM for Canaccord
    
    Free
- Thu 17
  - 1:00 PM - 1:30 PM EDT
    
    Ask the Admin: 1-on-1 Dedicated Support
    
    Free
  - 1:00 PM - 2:00 PM EDT
    
    Maximizer 201 – Relationship Management Essentials for Canaccord
    
    Free
  - 2:30 PM - 3:30 PM EDT
    
    Maximizer 301 – IQ Boost for Canaccord
    
    Free
  - 3:00 PM - 3:30 PM EDT
    
    Ask the Admin: 1-on-1 Dedicated Support for Canaccord
    
    Free
  - 4:30 PM - 5:30 PM EDT
    
    Maximizer 302 – Working in Outlook and Maximizer for Canaccord
    
    Free
- Fri 18
  - 11:30 AM - 12:00 PM EDT
    
    Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
    
    Free
  - 1:00 PM - 2:30 PM EDT
    
    Maximize Your Productivity with IQ Boost™ for Wealth Advisors
    
    Free
  - 1:00 PM - 3:30 PM EDT
    
    Maximizer 101/201 – Foundations & Relationship Management for Canaccord
    
    Free
  - 5:00 PM - 6:00 PM EDT
    
    Maximizer 303 – Leads Management in Maximizer for Canaccord
    
    Free
- Mon 21
  - 11:30 AM - 1:00 PM EDT
    
    Maximizer 101 – Foundations of Maximizer CRM for Canaccord
    
    Free
  - 2:00 PM - 3:00 PM EDT
    
    Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
    
    Free

CRM Training Classes

Sep 2026

Mon 14

Tue 15

Wed 16

Thu 17

Fri 18

Mon 21