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MAXIMIZER TRAINING ACADEMY
For Wealth Advisors and Administrators
Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. Participants will learn how to save important communications, create leads, manage tasks, and access Maximizer information directly from Outlook. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...
Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. Participants will learn how to save important communications, create leads, manage tasks, and access Maximizer information directly from Outlook. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...
Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. Participants will learn how to save important communications, create leads, manage tasks, and access Maximizer information directly from Outlook. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...
Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. Participants will learn how to save important communications, create leads, manage tasks, and access Maximizer information directly from Outlook. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...
