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MAXIMIZER TRAINING ACADEMY
For Wealth Advisors and Administrators
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1 class,
Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. Participants will learn how to create and manage Opportunities, track deal progression, visualize pipeline activity, and maintain accurate opportunity data throughout the sales process. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...
Free
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1 class,
Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. Participants will learn how to create and manage Opportunities, track deal progression, visualize pipeline activity, and maintain accurate opportunity data throughout the sales process. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...
Register Now
Free
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0 classes,
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0 classes,
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0 classes,
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0 classes,
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1 class,
Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. Participants will learn how to create and manage Opportunities, track deal progression, visualize pipeline activity, and maintain accurate opportunity data throughout the sales process. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...
Register Now
Free
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