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DTSTART;TZID=America/Toronto:20260520T130000
DTEND;TZID=America/Toronto:20260520T133000
DTSTAMP:20260423T024157
CREATED:20260422T215930Z
LAST-MODIFIED:20260422T215930Z
UID:10000323-1779282000-1779283800@www.maximizer.com
SUMMARY:Get Set Up: Maximizer in Outlook 365 (Quick Start Session)
DESCRIPTION:Before you attend the training workshop on Turn Emails into Action\, you need to make sure your environment is ready. \nThis short\, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. \nWhy Attend This Session\nAvoid delays. Eliminate setup issues. Start your training fully prepared. If you currently operate in Outlook Classic\, then this session is a must! \nIn just 30 minutes\, we’ll ensure: \n\nYour Maximizer Outlook App is installed correctly\nYou can log in without issues\nYour workspace is configured for immediate use\n\nNo troubleshooting during class. No wasted time. \n\nWhat You’ll Get Set Up\n\nBy the end of this session\, you will: \n\nInstall the Maximizer CRM Outlook App from the Microsoft App Store\nLog in securely using your organization’s authentication\nPin the Maximizer panel in Outlook for easy access\nUnderstand how Maximizer integrates directly into your inbox\n\nThis ensures a smooth\, secure\, and compliant setup aligned with your organization’s environment. \nHow the Session Works\n\nLive\, instructor-led walkthrough\nStep-by-step setup guidance\nReal-time support for login and installation\nQuick validation to confirm you’re ready for training\n\n  \nCourse Details\n\nDuration: 30 minutes\nFormat: Live\, instructor-led setup session\nPurpose: Pre-requisite / training readiness\nRequirement: Outlook 365 access\n\n\nGet Ready for Training\nThis is the fastest way to ensure your Maximizer training is productive from minute one. \nJoin this session first—so your actual training is focused on learning\, not setup. \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDRmYmVmOTQtMDAyOS00ZjcxLTk1MzItMzFjZTg5MzI0NmJi%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:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/svg+xml:https://www.maximizer.com/wp-content/uploads/2023/08/Microsoft-Outlook-logo-details-page.svg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDRmYmVmOTQtMDAyOS00ZjcxLTk1MzItMzFjZTg5MzI0NmJi%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:20260522T130000
DTEND;TZID=America/Toronto:20260522T143000
DTSTAMP:20260423T024157
CREATED:20260421T170940Z
LAST-MODIFIED:20260422T213308Z
UID:10000321-1779454800-1779460200@www.maximizer.com
SUMMARY:Turn Emails into Action with Maximizer in Outlook 365
DESCRIPTION:Stop switching between systems. Start managing your entire client workflow directly from your inbox. \nThis fast-paced\, hands-on session shows financial advisors and their teams how to use Maximizer inside Outlook to capture every interaction\, stay compliant\, and move faster. \nWho This Is For\n\nNew Maximizer users working in Outlook\nAdvisors and teams looking to improve productivity\nExisting users wanting to streamline client management\nAnyone responsible for maintaining compliant client records\n\n\nWhat You’ll Walk Away With\nIn just 90 minutes\, you’ll learn how to: \n\nCapture emails directly into Maximizer records\nAutomatically sync emails\, contacts\, tasks\, and calendars\nCreate leads instantly from inbound emails\nView complete client interaction timelines in Outlook\nAdd notes\, tasks\, meetings\, and call logs on the fly\nLink emails to opportunities and client service plans\n\nBottom line: less admin\, better compliance\, faster client response. \nHow the Session Works\n\nLive instructor-led training\nReal-time demonstrations + guided exercises\nPractical workflows you can apply immediately\nBuilt around real advisor use cases\n\n\nAgenda (90 Minutes)\n1. Capture & Compliance\nSave emails\, enable auto-sync\, and create leads \n2. Manage & Execute\nTrack interactions\, search records\, and manage activities without leaving Outlook \n3. Wrap-Up\nKey takeaways and next steps \nCourse Details\n\nDuration: 90 minutes\nFormat: Live\, instructor-led\nEnvironment: Dual monitors recommended\nClass Code: FSE-202\n\n\nPre-requisite\nYou must have Outlook 365 enabled. If you are still using Outlook Classic\, check out our 30-minute walk through\, entitled How to Install the Maximizer CRM for Outlook App \nRegister Now\nIf Outlook is where you work\, this is how you should be using Maximizer. \nGet more done\, stay compliant\, and never lose track of a client interaction again. \n 
URL:https://www.maximizer.com/class/turn-emails-into-action-with-maximizer-1/
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2026/03/FS_insurance-focus-dashboard_5.png
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/turn-emails-into-action-with-maximizer-1/
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