Designed for Admins supporting Sales Leaders, this class focuses on tailoring Maximizer CRM for sales team operations. You'll learn how to build and apply custom fields, key field lists, and action plans. It also covers managing User Rights and privileges, as well as setting up CASL and Auditing.

This foundational class introduces financial advisors to the core concepts of Maximizer CRM. Participants will learn how to navigate the system, understand the three types of records, review a client profile, and create new records. In addition, participants will learn how to find information quickly in Maximizer CRM. This hands-on session ensures advisors can confidently navigate the system, locate, review, and add client information.