Welcome to Maximizer 307 – From To-Dos to Done: Mastering Task Management, a hands-on training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This session focuses on using Tasks to organize, prioritize, and manage day-to-day work, ensuring important client and business activities are captured, scheduled, and completed. This course is ideal for Read More...

Welcome to Maximizer 307 – From To-Dos to Done: Mastering Task Management, a hands-on training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This session focuses on using Tasks to organize, prioritize, and manage day-to-day work, ensuring important client and business activities are captured, scheduled, and completed. This course is ideal for Read More...