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UID:10000762-1787653800-1787657400@www.maximizer.com
SUMMARY:Maximizer 307 – From To-Dos to Done: Mastering Task Management for Canaccord
DESCRIPTION: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. \nThis course is ideal for advisors\, advisory assistants\, operations staff\, and other team members responsible for managing client follow-ups and day-to-day activities. Participants will learn how to create and manage Tasks\, prioritize their workload\, schedule follow-ups\, track progress\, and use Maximizer to ensure that important commitments don’t fall through the cracks. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate practical task management workflows and best practices tailored to financial advisory teams. \nDuration: 60 Minutes \nAgenda: \nUnderstanding Task Management \n\nUnderstanding the role of Tasks in Maximizer\nThe difference between Tasks\, Notes\, and other activities\nCreating Tasks from client records\nUnderstanding Task details and required information\n\nCreating & Scheduling Tasks \n\nCreating new Tasks\nAssigning Tasks to yourself or another team member\nSetting due dates and priorities\nAdding descriptions\, instructions\, and relevant details\nLinking Tasks to Households\, Contacts\, and Companies\nCreating follow-up Tasks to stay on top of client commitments\n\nManaging Your To-Do List \n\nViewing and organizing your Tasks\nFiltering Tasks by date\, priority\, status\, or user\nIdentifying overdue and upcoming Tasks\nPrioritizing your daily and weekly workload\nUpdating Tasks as circumstances change\nCompleting and closing Tasks\n\nFrom To-Dos to Done! \n\nUsing Tasks to manage client follow-ups\nTurning client interactions into actionable next steps\nEstablishing a consistent daily Task management routine\nUsing Tasks to ensure commitments are completed\nReviewing outstanding Tasks and maintaining a clean Task list\nBest practices for effective Task management in Maximizer
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWViMTk4YWYtYTNlNy00OGIxLTkxYWEtNTRlNWVkNGNjZjNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/08/2026.06.24-Blog-Images.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWViMTk4YWYtYTNlNy00OGIxLTkxYWEtNTRlNWVkNGNjZjNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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DTSTART;TZID=America/Toronto:20260902T130000
DTEND;TZID=America/Toronto:20260902T140000
DTSTAMP:20260819T212042Z
CREATED:20260819T212008Z
LAST-MODIFIED:20260819T212042Z
UID:10000768-1788354000-1788357600@www.maximizer.com
SUMMARY:Maximizer 307 – From To-Dos to Done: Mastering Task Management for Canaccord
DESCRIPTION: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. \nThis course is ideal for advisors\, advisory assistants\, operations staff\, and other team members responsible for managing client follow-ups and day-to-day activities. Participants will learn how to create and manage Tasks\, prioritize their workload\, schedule follow-ups\, track progress\, and use Maximizer to ensure that important commitments don’t fall through the cracks. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate practical task management workflows and best practices tailored to financial advisory teams. \nDuration: 60 Minutes \nAgenda: \nUnderstanding Task Management \n\nUnderstanding the role of Tasks in Maximizer\nThe difference between Tasks\, Notes\, and other activities\nCreating Tasks from client records\nUnderstanding Task details and required information\n\nCreating & Scheduling Tasks \n\nCreating new Tasks\nAssigning Tasks to yourself or another team member\nSetting due dates and priorities\nAdding descriptions\, instructions\, and relevant details\nLinking Tasks to Households\, Contacts\, and Companies\nCreating follow-up Tasks to stay on top of client commitments\n\nManaging Your To-Do List \n\nViewing and organizing your Tasks\nFiltering Tasks by date\, priority\, status\, or user\nIdentifying overdue and upcoming Tasks\nPrioritizing your daily and weekly workload\nUpdating Tasks as circumstances change\nCompleting and closing Tasks\n\nFrom To-Dos to Done! \n\nUsing Tasks to manage client follow-ups\nTurning client interactions into actionable next steps\nEstablishing a consistent daily Task management routine\nUsing Tasks to ensure commitments are completed\nReviewing outstanding Tasks and maintaining a clean Task list\nBest practices for effective Task management in Maximizer
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzcxZDMzOTYtNDkxMC00Mjc1LTgyMGQtOTlmM2M5ZTBjMzIw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Canaccord
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/08/2026.06.24-Blog-Images.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzcxZDMzOTYtNDkxMC00Mjc1LTgyMGQtOTlmM2M5ZTBjMzIw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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