MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For Wealth Advisors and Administrators

  • Maximizer 303 – Leads Management in Maximizer for Canaccord

    Canaccord

    Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. Participants will learn how to manage leads consistently, capture engagement activity, and convert qualified leads into active opportunities. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer Read More...

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    Register Now Free 10 spots left
  • Maximizer 303 – Leads Management in Maximizer for Canaccord

    Canaccord

    Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. Participants will learn how to manage leads consistently, capture engagement activity, and convert qualified leads into active opportunities. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer Read More...

    Learn More
    Register Now Free 10 spots left
  • Maximizer 303 – Leads Management in Maximizer for Canaccord

    Canaccord

    Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. Participants will learn how to manage leads consistently, capture engagement activity, and convert qualified leads into active opportunities. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer Read More...

    Learn More
    Register Now Free 10 spots left
  • Maximizer 303 – Leads Management in Maximizer for Canaccord

    Canaccord

    Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. Participants will learn how to manage leads consistently, capture engagement activity, and convert qualified leads into active opportunities. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer Read More...

    Learn More
    Register Now Free 10 spots left