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DTSTART;TZID=America/Toronto:20261019T130000
DTEND;TZID=America/Toronto:20261019T140000
DTSTAMP:20261015T164903Z
CREATED:20261015T164903Z
LAST-MODIFIED:20261015T164903Z
UID:10001084-1792414800-1792418400@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_NjA3YTc3MTEtYTMwYy00MWUwLThlMGMtZDI4Zjg5OWI4NDY5%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_NjA3YTc3MTEtYTMwYy00MWUwLThlMGMtZDI4Zjg5OWI4NDY5%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:20261020T123000
DTEND;TZID=America/Toronto:20261020T133000
DTSTAMP:20261015T165648Z
CREATED:20261015T165648Z
LAST-MODIFIED:20261015T165648Z
UID:10001085-1792499400-1792503000@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_ZTI1NDgwNTMtYTgzYy00ODAyLWJjMTUtMTk0ZDk0Y2YxZGFm%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_ZTI1NDgwNTMtYTgzYy00ODAyLWJjMTUtMTk0ZDk0Y2YxZGFm%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:20261021T140000
DTEND;TZID=America/Toronto:20261021T150000
DTSTAMP:20261015T170009Z
CREATED:20261015T170009Z
LAST-MODIFIED:20261015T170009Z
UID:10001086-1792591200-1792594800@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_ODk5MzY3ZWQtZjkxYy00MDExLWFlNjgtNTc5MDgyMWY4MGU5%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_ODk5MzY3ZWQtZjkxYy00MDExLWFlNjgtNTc5MDgyMWY4MGU5%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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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261022T123000
DTEND;TZID=America/Toronto:20261022T133000
DTSTAMP:20261015T170416Z
CREATED:20261015T170358Z
LAST-MODIFIED:20261015T170416Z
UID:10001087-1792672200-1792675800@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_M2YzYjcxZDEtNjM3OC00Y2ViLWEzZjEtNDA0MjMwYTlmYzkw%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_M2YzYjcxZDEtNjM3OC00Y2ViLWEzZjEtNDA0MjMwYTlmYzkw%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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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261023T110000
DTEND;TZID=America/Toronto:20261023T120000
DTSTAMP:20261015T171826Z
CREATED:20261015T171741Z
LAST-MODIFIED:20261015T171826Z
UID:10001088-1792753200-1792756800@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_ZGRjNDYyMDMtZTdhZC00MDgwLWIyNTMtZWExNDU0ZWI5YzAy%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_ZGRjNDYyMDMtZTdhZC00MDgwLWIyNTMtZWExNDU0ZWI5YzAy%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:20261026T160000
DTEND;TZID=America/Toronto:20261026T170000
DTSTAMP:20261015T172321Z
CREATED:20261015T172321Z
LAST-MODIFIED:20261015T172321Z
UID:10001089-1793030400-1793034000@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_MDg5MTc1NDAtYjdkYS00MjllLTgyYTItNDU2YThkNmZkMzEw%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_MDg5MTc1NDAtYjdkYS00MjllLTgyYTItNDU2YThkNmZkMzEw%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:20261027T110000
DTEND;TZID=America/Toronto:20261027T120000
DTSTAMP:20261015T172827Z
CREATED:20261015T172749Z
LAST-MODIFIED:20261015T172827Z
UID:10001090-1793098800-1793102400@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_YzI2ZTZmMjYtOTM2YS00NGFhLWI4YTAtYjY3ZmZmODlkMDA3%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_YzI2ZTZmMjYtOTM2YS00NGFhLWI4YTAtYjY3ZmZmODlkMDA3%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:20261015T173047Z
CREATED:20261015T173047Z
LAST-MODIFIED:20261015T173047Z
UID:10001091-1793190600-1793194200@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_MjMyMThmMmEtNmIzNi00ZTViLTk0ODAtODYyY2U1YWYwNTUx%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_MjMyMThmMmEtNmIzNi00ZTViLTk0ODAtODYyY2U1YWYwNTUx%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:20261029T170000
DTEND;TZID=America/Toronto:20261029T180000
DTSTAMP:20261015T173706Z
CREATED:20261015T173706Z
LAST-MODIFIED:20261015T173706Z
UID:10001092-1793293200-1793296800@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_MzY2NjMwOWQtZDYxZS00MzljLTg4MGUtOGMyMGU4MTNmNGQ0%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_MzY2NjMwOWQtZDYxZS00MzljLTg4MGUtOGMyMGU4MTNmNGQ0%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:20261030T163000
DTEND;TZID=America/Toronto:20261030T173000
DTSTAMP:20261015T180741Z
CREATED:20261015T174229Z
LAST-MODIFIED:20261015T180741Z
UID:10001093-1793377800-1793381400@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_MmViYjY4NzItNzM1MS00MjdhLTg3NjctZDU2NGEwODBiZjcx%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_MmViYjY4NzItNzM1MS00MjdhLTg3NjctZDU2NGEwODBiZjcx%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:20261102T140000
DTEND;TZID=America/Toronto:20261102T150000
DTSTAMP:20261015T182002Z
CREATED:20261015T181620Z
LAST-MODIFIED:20261015T182002Z
UID:10001094-1793628000-1793631600@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_ZWI2NDNlOGEtNzBiOC00ZDM4LTlhNjEtOWYzYzU2OWY0YjNh%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_ZWI2NDNlOGEtNzBiOC00ZDM4LTlhNjEtOWYzYzU2OWY0YjNh%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:20261103T123000
DTEND;TZID=America/Toronto:20261103T133000
DTSTAMP:20261015T182713Z
CREATED:20261015T182510Z
LAST-MODIFIED:20261015T182713Z
UID:10001095-1793709000-1793712600@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_ZGU5NGVlYmEtZGY1Yi00MjI1LTk4ZGMtN2E2Y2JkNTgwNWQ4%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_ZGU5NGVlYmEtZGY1Yi00MjI1LTk4ZGMtN2E2Y2JkNTgwNWQ4%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:20261105T140000
DTEND;TZID=America/Toronto:20261105T150000
DTSTAMP:20261015T183539Z
CREATED:20261015T183515Z
LAST-MODIFIED:20261015T183539Z
UID:10001096-1793887200-1793890800@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_NDI5YWRkZjktOWRmNy00NzkyLWE1NWQtNTIzZGFkN2FlYWRi%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_NDI5YWRkZjktOWRmNy00NzkyLWE1NWQtNTIzZGFkN2FlYWRi%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:20261106T110000
DTEND;TZID=America/Toronto:20261106T120000
DTSTAMP:20261015T183932Z
CREATED:20261015T183826Z
LAST-MODIFIED:20261015T183932Z
UID:10001097-1793962800-1793966400@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_ODMyNTAyZGEtOThhMS00OWFlLTkwNTAtNjc1OTg4YjVhYTU0%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_ODMyNTAyZGEtOThhMS00OWFlLTkwNTAtNjc1OTg4YjVhYTU0%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:20261112T170000
DTEND;TZID=America/Toronto:20261112T180000
DTSTAMP:20261015T202721Z
CREATED:20261015T202037Z
LAST-MODIFIED:20261015T202721Z
UID:10001098-1794502800-1794506400@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_ZTIxMzg1YzktZGYwOS00ODUyLWI5ZDEtYjNiMWI0YTlhZjM5%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_ZTIxMzg1YzktZGYwOS00ODUyLWI5ZDEtYjNiMWI0YTlhZjM5%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:20261113T110000
DTEND;TZID=America/Toronto:20261113T120000
DTSTAMP:20261015T202959Z
CREATED:20261015T202923Z
LAST-MODIFIED:20261015T202959Z
UID:10001099-1794567600-1794571200@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_YzBlNjVkOGQtOWRjNi00M2VmLTk1OTgtMWVkYzc3MTBmY2Fl%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_YzBlNjVkOGQtOWRjNi00M2VmLTk1OTgtMWVkYzc3MTBmY2Fl%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:20261116T170000
DTEND;TZID=America/Toronto:20261116T180000
DTSTAMP:20261015T210244Z
CREATED:20261015T204702Z
LAST-MODIFIED:20261015T210244Z
UID:10001102-1794848400-1794852000@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_YjM4MmY0MDQtODgyNi00YWIyLWI1Y2EtNzMxODYyMzJkMWI5%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_YjM4MmY0MDQtODgyNi00YWIyLWI1Y2EtNzMxODYyMzJkMWI5%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:20261118T110000
DTEND;TZID=America/Toronto:20261118T120000
DTSTAMP:20261015T215421Z
CREATED:20261015T215421Z
LAST-MODIFIED:20261015T215421Z
UID:10001104-1794999600-1795003200@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_YzcxYmNjNGUtOWMyNS00YWVkLTkwOGQtMDk5ZDMzYWYxZTZk%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_YzcxYmNjNGUtOWMyNS00YWVkLTkwOGQtMDk5ZDMzYWYxZTZk%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:20261119T170000
DTEND;TZID=America/Toronto:20261119T180000
DTSTAMP:20261015T215005Z
CREATED:20261015T214943Z
LAST-MODIFIED:20261015T215005Z
UID:10001103-1795107600-1795111200@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_ZWZmYzg1NDAtMjFjNS00NjY1LTk2ODAtMTJkZWY3ZmQ1OGEy%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_ZWZmYzg1NDAtMjFjNS00NjY1LTk2ODAtMTJkZWY3ZmQ1OGEy%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