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CGW-307

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  • A Canadian financial advisor reviewing a CRM dashboard for retention metrics, segmentation tiers, and automated follow-up tasks

    Maximizer 307 – From To-Dos to Done: Mastering Task Management for Canaccord

    Canaccord
    Canaccord

    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 Read More...

    Learn More
    Register Now Free 14 spots left

  • A Canadian financial advisor reviewing a CRM dashboard for retention metrics, segmentation tiers, and automated follow-up tasks

    Maximizer 307 – From To-Dos to Done: Mastering Task Management for Canaccord

    Canaccord
    Canaccord

    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 Read More...

    Learn More
    Register Now Free 14 spots left