BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Maximizer CRM - ECPv6.17.4//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Maximizer CRM
X-ORIGINAL-URL:https://www.maximizer.com
X-WR-CALDESC:Events for Maximizer CRM
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Toronto
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260922T123000
DTEND;TZID=America/Toronto:20260922T133000
DTSTAMP:20260904T201905Z
CREATED:20260904T201905Z
LAST-MODIFIED:20260904T201905Z
UID:10000876-1790080200-1790083800@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_ZDZhODk4YWMtNzkyZi00NGU5LTk5ODQtZDZiMzcwYjgyZTk2%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_ZDZhODk4YWMtNzkyZi00NGU5LTk5ODQtZDZiMzcwYjgyZTk2%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260924T160000
DTEND;TZID=America/Toronto:20260924T170000
DTSTAMP:20260908T151723Z
CREATED:20260908T151723Z
LAST-MODIFIED:20260908T151723Z
UID:10000883-1790265600-1790269200@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_NDkyZWRmMjctNjBhZS00ODFjLTg3MDEtNzg3MmZjNjg2NmFk%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_NDkyZWRmMjctNjBhZS00ODFjLTg3MDEtNzg3MmZjNjg2NmFk%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261001T123000
DTEND;TZID=America/Toronto:20261001T133000
DTSTAMP:20260908T171618Z
CREATED:20260908T171618Z
LAST-MODIFIED:20260908T171618Z
UID:10000890-1790857800-1790861400@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_ZjhlMjVlMDAtNDhkYS00MTgxLThlMGYtNjQ2ODg0ZmUyNWRj%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_ZjhlMjVlMDAtNDhkYS00MTgxLThlMGYtNjQ2ODg0ZmUyNWRj%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261008T130000
DTEND;TZID=America/Toronto:20261008T140000
DTSTAMP:20260908T213107Z
CREATED:20260908T205043Z
LAST-MODIFIED:20260908T213107Z
UID:10000898-1791464400-1791468000@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_OWZjOTgxODktYTk2Mi00YWUyLTkxZWUtMjNjMzZiNDI0ZDg3%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_OWZjOTgxODktYTk2Mi00YWUyLTkxZWUtMjNjMzZiNDI0ZDg3%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261014T110000
DTEND;TZID=America/Toronto:20261014T120000
DTSTAMP:20260908T221703Z
CREATED:20260908T221703Z
LAST-MODIFIED:20260908T221703Z
UID:10000907-1791975600-1791979200@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_NWRjM2NmMjctMTk2MC00ZTE4LWI3NTktY2UyMTJjY2Q5MDBi%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_NWRjM2NmMjctMTk2MC00ZTE4LWI3NTktY2UyMTJjY2Q5MDBi%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261016T170000
DTEND;TZID=America/Toronto:20261016T180000
DTSTAMP:20260909T154527Z
CREATED:20260909T154527Z
LAST-MODIFIED:20260909T154527Z
UID:10000915-1792170000-1792173600@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_MTIwMWUxNGUtNmQ5NC00ZGJmLWIwMWMtYWE4YWQ0YzA0YmQ1%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_MTIwMWUxNGUtNmQ5NC00ZGJmLWIwMWMtYWE4YWQ0YzA0YmQ1%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261020T160000
DTEND;TZID=America/Toronto:20261020T170000
DTSTAMP:20260909T171412Z
CREATED:20260909T171412Z
LAST-MODIFIED:20260909T171412Z
UID:10000925-1792512000-1792515600@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_ZWU2YmEwNTEtYzZlYy00ZjNlLTk1MmEtNDdmMGNjOTgyOTlm%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_ZWU2YmEwNTEtYzZlYy00ZjNlLTk1MmEtNDdmMGNjOTgyOTlm%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261028T123000
DTEND;TZID=America/Toronto:20261028T133000
DTSTAMP:20260910T171022Z
CREATED:20260910T170926Z
LAST-MODIFIED:20260910T171022Z
UID:10000965-1793190600-1793194200@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_YjhhZjY3YmEtZmU2Zi00MjViLWEzYTQtMmE2ZTQ5NjQ0ZDEw%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_YjhhZjY3YmEtZmU2Zi00MjViLWEzYTQtMmE2ZTQ5NjQ0ZDEw%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261104T133000
DTEND;TZID=America/Toronto:20261104T143000
DTSTAMP:20260910T214116Z
CREATED:20260910T214116Z
LAST-MODIFIED:20260910T214116Z
UID:10000983-1793799000-1793802600@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_NmU4Y2IyMjUtMDc0Mi00NGZhLWEzMWMtNjVmNDQ3NThjYjBj%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_NmU4Y2IyMjUtMDc0Mi00NGZhLWEzMWMtNjVmNDQ3NThjYjBj%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261112T123000
DTEND;TZID=America/Toronto:20261112T133000
DTSTAMP:20260911T154514Z
CREATED:20260911T154514Z
LAST-MODIFIED:20260911T154514Z
UID:10000993-1794486600-1794490200@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_OTY2NjRlZWYtODVjNC00MzAwLTlmNjUtYjgzNTAwOGRlZGI4%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_OTY2NjRlZWYtODVjNC00MzAwLTlmNjUtYjgzNTAwOGRlZGI4%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261118T133000
DTEND;TZID=America/Toronto:20261118T143000
DTSTAMP:20260911T212330Z
CREATED:20260911T212244Z
LAST-MODIFIED:20260911T212330Z
UID:10001002-1795008600-1795012200@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_ZDgwODNiMDctYTIwNi00ZmQ3LTlkNmMtZTBkZWJhNWE5YTc3%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_ZDgwODNiMDctYTIwNi00ZmQ3LTlkNmMtZTBkZWJhNWE5YTc3%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261123T120000
DTEND;TZID=America/Toronto:20261123T130000
DTSTAMP:20260914T155251Z
CREATED:20260914T155251Z
LAST-MODIFIED:20260914T155251Z
UID:10001008-1795435200-1795438800@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_ZDIxODg4MmUtOGYxMC00MmExLWFmOGYtOWFjODY3OWFhYmNl%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_ZDIxODg4MmUtOGYxMC00MmExLWFmOGYtOWFjODY3OWFhYmNl%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261125T120000
DTEND;TZID=America/Toronto:20261125T130000
DTSTAMP:20260914T221321Z
CREATED:20260914T221321Z
LAST-MODIFIED:20260914T221321Z
UID:10001017-1795608000-1795611600@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_M2JhZjliNzMtZmMyNS00ODJmLWEyZDYtMzQ5ODY4MjE1Y2Ri%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_M2JhZjliNzMtZmMyNS00ODJmLWEyZDYtMzQ5ODY4MjE1Y2Ri%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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261127T170000
DTEND;TZID=America/Toronto:20261127T180000
DTSTAMP:20260915T152557Z
CREATED:20260915T152557Z
LAST-MODIFIED:20260915T152557Z
UID:10001025-1795798800-1795802400@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_MmM1NzYzNTYtYjRmMi00NzQ5LWI3OWYtMTI4YWU1ODk3MDE2%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_MmM1NzYzNTYtYjRmMi00NzQ5LWI3OWYtMTI4YWU1ODk3MDE2%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
END:VEVENT
END:VCALENDAR