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DTSTART;TZID=America/Toronto:20260923T140000
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DTSTAMP:20260917T184627Z
CREATED:20260915T210314Z
LAST-MODIFIED:20260917T184627Z
UID:10001035-1790172000-1790175600@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjU5ZWMxYzktMDAxZi00ZjVmLWI2MzktYWIzM2E0YTU1MDAz%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjU5ZWMxYzktMDAxZi00ZjVmLWI2MzktYWIzM2E0YTU1MDAz%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:20260924T173000
DTEND;TZID=America/Toronto:20260924T183000
DTSTAMP:20260917T184547Z
CREATED:20260915T195602Z
LAST-MODIFIED:20260917T184547Z
UID:10001034-1790271000-1790274600@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGMxYzEzZGQtZDc5MS00YmFjLWFhYjEtYmMyMTE0YThmNDAw%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGMxYzEzZGQtZDc5MS00YmFjLWFhYjEtYmMyMTE0YThmNDAw%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:20260925T110000
DTEND;TZID=America/Toronto:20260925T120000
DTSTAMP:20260917T184727Z
CREATED:20260915T210904Z
LAST-MODIFIED:20260917T184727Z
UID:10001036-1790334000-1790337600@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzA3NGQyMTUtODVhMi00N2FiLTgyZjEtMjI0NTMwMGZmMjE3%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzA3NGQyMTUtODVhMi00N2FiLTgyZjEtMjI0NTMwMGZmMjE3%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:20260928T173000
DTEND;TZID=America/Toronto:20260928T183000
DTSTAMP:20260917T185027Z
CREATED:20260915T211355Z
LAST-MODIFIED:20260917T185027Z
UID:10001037-1790616600-1790620200@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzcwMjcxN2MtMzFjZi00NGYwLTliY2UtNjU4ODdmYTI4YWJk%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzcwMjcxN2MtMzFjZi00NGYwLTliY2UtNjU4ODdmYTI4YWJk%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:20260929T160000
DTEND;TZID=America/Toronto:20260929T170000
DTSTAMP:20260917T185230Z
CREATED:20260915T211835Z
LAST-MODIFIED:20260917T185230Z
UID:10001038-1790697600-1790701200@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzVkN2RhN2YtMTFiNC00YjhmLWEyODQtOTM4ZWI1MWI1MDMz%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzVkN2RhN2YtMTFiNC00YjhmLWEyODQtOTM4ZWI1MWI1MDMz%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:20261001T173000
DTEND;TZID=America/Toronto:20261001T183000
DTSTAMP:20260917T185432Z
CREATED:20260915T212434Z
LAST-MODIFIED:20260917T185432Z
UID:10001039-1790875800-1790879400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE2NzU3MDctYzdjOC00YmY3LThmNWItMzc1YTBlOTg2YWE4%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE2NzU3MDctYzdjOC00YmY3LThmNWItMzc1YTBlOTg2YWE4%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:20261002T170000
DTEND;TZID=America/Toronto:20261002T180000
DTSTAMP:20260917T185316Z
CREATED:20260915T213532Z
LAST-MODIFIED:20260917T185316Z
UID:10001040-1790960400-1790964000@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTZkZTMyMzAtN2VmNi00YWRjLTlkOTEtMmQwZGIzYmRkY2Q0%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTZkZTMyMzAtN2VmNi00YWRjLTlkOTEtMmQwZGIzYmRkY2Q0%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:20261005T173000
DTEND;TZID=America/Toronto:20261005T183000
DTSTAMP:20260917T185641Z
CREATED:20260915T215252Z
LAST-MODIFIED:20260917T185641Z
UID:10001041-1791221400-1791225000@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWFmNjU2ZWMtOTlkMC00NGQ4LTgzZmMtZmRkYjA1ZjVkYzBk%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWFmNjU2ZWMtOTlkMC00NGQ4LTgzZmMtZmRkYjA1ZjVkYzBk%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:20261007T133000
DTEND;TZID=America/Toronto:20261007T143000
DTSTAMP:20260917T185547Z
CREATED:20260915T215833Z
LAST-MODIFIED:20260917T185547Z
UID:10001042-1791379800-1791383400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWEwNGQ4ODQtODY1My00NWQwLWI5MmItZjhiYzBkM2JmMjhh%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWEwNGQ4ODQtODY1My00NWQwLWI5MmItZjhiYzBkM2JmMjhh%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:20261008T173000
DTEND;TZID=America/Toronto:20261008T183000
DTSTAMP:20260917T184857Z
CREATED:20260915T220307Z
LAST-MODIFIED:20260917T184857Z
UID:10001043-1791480600-1791484200@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDUxODg3N2YtYTg1Mi00MjI0LTljYzEtMmNjMDU5MGQxMmIy%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDUxODg3N2YtYTg1Mi00MjI0LTljYzEtMmNjMDU5MGQxMmIy%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:20261020T173000
DTEND;TZID=America/Toronto:20261020T183000
DTSTAMP:20260917T185740Z
CREATED:20260916T181928Z
LAST-MODIFIED:20260917T185740Z
UID:10001044-1792517400-1792521000@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGQ0OGJhMjktNDdhOC00MTdmLWFhZTAtYTU0NjlhYjc1OTAw%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGQ0OGJhMjktNDdhOC00MTdmLWFhZTAtYTU0NjlhYjc1OTAw%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:20261021T173000
DTEND;TZID=America/Toronto:20261021T183000
DTSTAMP:20260917T185845Z
CREATED:20260916T182304Z
LAST-MODIFIED:20260917T185845Z
UID:10001045-1792603800-1792607400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWNmMjRkNWUtODNlMy00NzFhLWEwZDgtNGFkNzg2YzI2NTBl%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWNmMjRkNWUtODNlMy00NzFhLWEwZDgtNGFkNzg2YzI2NTBl%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:20261022T173000
DTEND;TZID=America/Toronto:20261022T183000
DTSTAMP:20260917T185938Z
CREATED:20260916T182841Z
LAST-MODIFIED:20260917T185938Z
UID:10001047-1792690200-1792693800@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWU4MWJmMWItODVlYi00NTliLTkyNTItMTQ3MzYyNGIyNDU4%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWU4MWJmMWItODVlYi00NTliLTkyNTItMTQ3MzYyNGIyNDU4%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:20261023T170000
DTEND;TZID=America/Toronto:20261023T180000
DTSTAMP:20260917T190105Z
CREATED:20260916T182629Z
LAST-MODIFIED:20260917T190105Z
UID:10001046-1792774800-1792778400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWVlYTQzNjItZTljZS00MmJmLTkyMmQtZDUxNjA1OGQ4OWQz%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWVlYTQzNjItZTljZS00MmJmLTkyMmQtZDUxNjA1OGQ4OWQz%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:20261026T173000
DTEND;TZID=America/Toronto:20261026T183000
DTSTAMP:20260917T190730Z
CREATED:20260916T184713Z
LAST-MODIFIED:20260917T190730Z
UID:10001048-1793035800-1793039400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGQ0ZjFmOTAtMWJlNi00ZjA0LThjMjItZTYxZDUzNThjYWJk%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGQ0ZjFmOTAtMWJlNi00ZjA0LThjMjItZTYxZDUzNThjYWJk%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:20261027T173000
DTEND;TZID=America/Toronto:20261027T183000
DTSTAMP:20260917T190806Z
CREATED:20260916T185002Z
LAST-MODIFIED:20260917T190806Z
UID:10001049-1793122200-1793125800@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTBkOWI2YWQtY2M1My00MTJmLWFjZmUtNWY0NzU0YzUwMjdh%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTBkOWI2YWQtY2M1My00MTJmLWFjZmUtNWY0NzU0YzUwMjdh%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:20261028T173000
DTEND;TZID=America/Toronto:20261028T183000
DTSTAMP:20260917T190931Z
CREATED:20260916T222637Z
LAST-MODIFIED:20260917T190931Z
UID:10001050-1793208600-1793212200@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjhhYTMzYTktMTZmNS00ZDRhLTllNzAtMDMzZTZjOGJkMTU0%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjhhYTMzYTktMTZmNS00ZDRhLTllNzAtMDMzZTZjOGJkMTU0%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:20261030T160000
DTEND;TZID=America/Toronto:20261030T170000
DTSTAMP:20260917T191020Z
CREATED:20260916T222741Z
LAST-MODIFIED:20260917T191020Z
UID:10001051-1793376000-1793379600@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTBhNGYzMTUtZDYwNy00MzQyLThiNGEtOWMwYzFhNDAxNmRk%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTBhNGYzMTUtZDYwNy00MzQyLThiNGEtOWMwYzFhNDAxNmRk%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:20261102T130000
DTEND;TZID=America/Toronto:20261102T140000
DTSTAMP:20260917T204128Z
CREATED:20260917T204128Z
LAST-MODIFIED:20260917T204128Z
UID:10001052-1793624400-1793628000@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg1NjUxNTItYmEzMS00NGQwLWFlNzEtZGQyNDVmZGZiNzQ0%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg1NjUxNTItYmEzMS00NGQwLWFlNzEtZGQyNDVmZGZiNzQ0%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:20260917T211428Z
CREATED:20260917T204953Z
LAST-MODIFIED:20260917T211428Z
UID:10001053-1793709000-1793712600@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjgyYjliZmQtZGNkNi00MmNmLTg5MWQtODdlMjhkN2NjMmQw%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjgyYjliZmQtZGNkNi00MmNmLTg5MWQtODdlMjhkN2NjMmQw%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:20261104T173000
DTEND;TZID=America/Toronto:20261104T183000
DTSTAMP:20260917T211824Z
CREATED:20260917T211759Z
LAST-MODIFIED:20260917T211824Z
UID:10001054-1793813400-1793817000@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTFlMGIwYWMtMDhiNC00Zjk3LTgwYjItOTBlYjJlMmVhMjY3%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTFlMGIwYWMtMDhiNC00Zjk3LTgwYjItOTBlYjJlMmVhMjY3%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:20261105T153000
DTEND;TZID=America/Toronto:20261105T163000
DTSTAMP:20260917T212802Z
CREATED:20260917T212802Z
LAST-MODIFIED:20260917T212802Z
UID:10001055-1793892600-1793896200@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzVjZjA0OTMtMzQ0OS00Y2FmLTgwNzEtMjYzODNiZDkzODBl%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzVjZjA0OTMtMzQ0OS00Y2FmLTgwNzEtMjYzODNiZDkzODBl%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:20261106T160000
DTEND;TZID=America/Toronto:20261106T170000
DTSTAMP:20260917T213333Z
CREATED:20260917T213333Z
LAST-MODIFIED:20260917T213333Z
UID:10001056-1793980800-1793984400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmI1YmYzNGEtZThhNi00NjY2LThmNzItMDE3MTk2MTQ5NjRh%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmI1YmYzNGEtZThhNi00NjY2LThmNzItMDE3MTk2MTQ5NjRh%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:20261109T140000
DTEND;TZID=America/Toronto:20261109T150000
DTSTAMP:20260918T153435Z
CREATED:20260917T215706Z
LAST-MODIFIED:20260918T153435Z
UID:10001057-1794232800-1794236400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGViMTE1NDQtYzFkNS00YmIzLTk0YTgtMTUzYTFhMTFkYmVj%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGViMTE1NDQtYzFkNS00YmIzLTk0YTgtMTUzYTFhMTFkYmVj%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:20261110T123000
DTEND;TZID=America/Toronto:20261110T133000
DTSTAMP:20260918T155558Z
CREATED:20260918T155258Z
LAST-MODIFIED:20260918T155558Z
UID:10001058-1794313800-1794317400@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDY0OGE1YzYtYTE4ZC00ZDBlLWFlMjAtMTQ3M2FjZGZlOWQ1%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDY0OGE1YzYtYTE4ZC00ZDBlLWFlMjAtMTQ3M2FjZGZlOWQ1%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:20261112T153000
DTEND;TZID=America/Toronto:20261112T163000
DTSTAMP:20260918T172922Z
CREATED:20260918T172056Z
LAST-MODIFIED:20260918T172922Z
UID:10001059-1794497400-1794501000@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODJlZDAwZGMtMzlmMi00ZmViLWJhMjAtYzZkYTA5YzdmZjNk%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODJlZDAwZGMtMzlmMi00ZmViLWJhMjAtYzZkYTA5YzdmZjNk%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:20260918T173045Z
CREATED:20260918T171903Z
LAST-MODIFIED:20260918T173045Z
UID:10001061-1794567600-1794571200@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmRiZDU4NGQtMDE2YS00NDJmLTljZWQtNmFjN2M5ZjhkN2Rl%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmRiZDU4NGQtMDE2YS00NDJmLTljZWQtNmFjN2M5ZjhkN2Rl%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:20261116T130000
DTEND;TZID=America/Toronto:20261116T140000
DTSTAMP:20260918T173548Z
CREATED:20260918T173426Z
LAST-MODIFIED:20260918T173548Z
UID:10001062-1794834000-1794837600@www.maximizer.com
SUMMARY:From Chaos to Consistency: Managing Client Workflows in Maximizer
DESCRIPTION:This class on Workflow Management within Maximizer CRM demonstrates how structured workflows help ensure important client activities are completed consistently and on time. \nParticipants will learn how workflows improve visibility into client processes\, promote consistent service across the organization\, support staged workflows\, and reduce the risk of important tasks being overlooked. They will also learn how to initiate\, monitor\, and manage workflows as client needs evolve. \nDuration: 50 Minutes \nPrerequisite: \nAgenda: \nUnderstanding Workflow Management \n\nWhat Workflows are and why they matter\nManual versus automated workflows\nHow workflows improve consistency\, visibility\, and compliance\n\nWorking with Workflows \n\nStarting a workflow\nUnderstanding workflow stages and assigned tasks\nMonitoring workflow progress and outstanding activities\n\nManaging Workflow Activities \n\nCompleting workflow tasks\nUpdating workflows as client circumstances change\nBest practices for ensuring consistent client service
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDE3NzA4YzktOGRjMi00YjJlLWJkMmQtYzVmNDQwY2FkYTVl%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:Administrators,End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/07/2026.07.31_9.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDE3NzA4YzktOGRjMi00YjJlLWJkMmQtYzVmNDQwY2FkYTVl%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