MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For administrators, end-users, and sales leaders

  • Customization and Views – Personalizing Your CRM Experience

    Learn to customize Maximizer CRM to match your workflow and preferences. This class covers how to create personalized views, manage modules and tabs, and configure user preferences. Advisors will discover how to make the system work more efficiently for their specific needs and client management style.

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