MAXIMIZER TRAINING ACADEMY

CRM Training Classes

Name: Maximizer 306 – Managing Client Processes with Workflows for Canaccord
Start: 2026-07-28T13:00:00-04:00
End: 2026-07-28T14:00:00-04:00

For Wealth Advisors and Administrators

CGW - 306

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0 classes 27 0 classes, 27	1 class 28 1 class, 28 1:00 PM - 2:00 PM Maximizer 306 – Managing Client Processes with Workflows for Canaccord July 28 @ 1:00 PM - 2:00 PM EDT Maximizer 306 – Managing Client Processes with Workflows for Canaccord Maximizer 306 introduces Canaccord advisory teams to Workflow Management within Maximizer CRM and demonstrates how structured workflows help ensure important client activities are completed consistently and on time. Participants will learn how workflows improve visibility into client processes, promote consistent service across the organization, support compliance requirements, and reduce the risk of important tasks being Read More... Register Now Free	0 classes 29 0 classes, 29	0 classes 30 0 classes, 30	0 classes 31 0 classes, 31

There are no events on this day.

July 28

July 28 @ 1:00 PM - 2:00 PM EDT

Maximizer 306 – Managing Client Processes with Workflows for Canaccord

There are no events on this day.

CRM Training Classes

Calendar of Classes

1 class 28

1 class, 28

Maximizer 306 – Managing Client Processes with Workflows for Canaccord