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UID:10000138-1763470800-1763474400@www.maximizer.com
SUMMARY:Maximizer 308 - Inbox to Impact: Email Templates and Email Communication for Canaccord
DESCRIPTION:Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients\, create professional email templates\, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale. \nAgenda: \nPersonal Email Settings in Maximizer \n\nAdding a Secondary Email to your Maximizer Profile \n\n\nOverview of Email Options in Maximizer \n\n\nCreating an Email Signature in Maximizer \n\nSending Emails to Maximizer Entries  \n\nSending emails to individual contacts through Maximizer \n\n\nSending emails to multiple contacts simultaneously through Maximizer \n\n\nCreating and customizing email templates \n\n\nPersonalizing bulk emails for individual recipients \n\n\nSending separate emails to each contact in a list \n\n\nBest practices for professional email communication: email types\, compliance \n\n\nConsiderations and permissions for CASL compliance \n\nSaving Email Communication from Outlook  \n\nSaving Individual emails using the Maximizer CRM for Outlook App \n\n\nSaving emails from people not in Maximizer \n\n\nEnabling Email Sync Capabilities \n\n\nSelecting the emails to auto save from the Maximizer Web Application \n\nTime: \n60 minutes\, with time for questions \nClass Code: CGW-308 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjBkMTYxMGUtYWQ0OS00ODY3LWI1MDQtNjlmNzczYWJlYjM1%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,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_7.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjBkMTYxMGUtYWQ0OS00ODY3LWI1MDQtNjlmNzczYWJlYjM1%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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