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X-WR-CALDESC:Events for Maximizer CRM
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DTSTART;TZID=America/Toronto:20250814T110000
DTEND;TZID=America/Toronto:20250814T113000
DTSTAMP:20250814T231414Z
CREATED:20250813T184206Z
LAST-MODIFIED:20250814T231414Z
UID:10000106-1755169200-1755171000@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Zjk0YjkxNDMtMjhmMC00YzJmLTgyNzQtNjAzMWJkODgxOWVm%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,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Zjk0YjkxNDMtMjhmMC00YzJmLTgyNzQtNjAzMWJkODgxOWVm%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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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250812T130000
DTEND;TZID=America/Toronto:20250812T150000
DTSTAMP:20250814T231854Z
CREATED:20250805T174331Z
LAST-MODIFIED:20250814T231854Z
UID:10000096-1755003600-1755010800@www.maximizer.com
SUMMARY:Dashboard Creation and Business Intelligence
DESCRIPTION:Transform data into actionable insights with Maximizer’s dashboard capabilities. This class teaches administrators how to create compelling dashboards that provide real-time visibility into business performance. Learn to build custom indicators and organize information for different user roles and management levels. \nAgenda: \n• Overview of Maximizer Dashboard functionality\n• Understanding different dashboard types and use cases\n• Creating dashboards using Saved Searches\n• Building dashboards from Favourite Lists\n• Designing custom dashboard indicators\n• Modifying existing dashboard components\n• Adding new indicators and metrics\n• Dashboard permissions and user access control\n• Best practices for dashboard design and usability\n• Creating role-specific dashboards for different user types\n• Monitoring dashboard performance and user adoption\n• Troubleshooting dashboard issues \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-303 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDBhYzI3NjYtMzQxZi00ZmMwLTk0Y2QtOTVjMmVmNThjYWE3%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,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/04/Lead_Management_System_for_Insurance_blog.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDBhYzI3NjYtMzQxZi00ZmMwLTk0Y2QtOTVjMmVmNThjYWE3%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:20250808T130000
DTEND;TZID=America/Toronto:20250808T150000
DTSTAMP:20250814T231655Z
CREATED:20250805T173609Z
LAST-MODIFIED:20250814T231655Z
UID:10000094-1754658000-1754665200@www.maximizer.com
SUMMARY:Advanced Client Management - Accounts\, Client Service\, and Leads
DESCRIPTION:Dive deep into Maximizer’s advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization’s specific needs. \nAgenda: \n• Creating and viewing Accounts in detail\n• Setting up Account Objectives and defining Products/Services\n• Managing Account Status and monitoring systems\n• Creating Account Processes and Stages\n• Configuring Products\, Services\, and Categories\n• Advanced Account search capabilities and Search Catalog\n• Customizing Account Key Fields and User Defined Fields\n• Managing Account Interactions\, Notes\, Tasks\, and Files\n• Understanding the Account Timeline feature\n• Pipeline Reports and Accounts Timeline Reports\n• Lead creation and management processes\n• Lead Process and Stages configuration\n• Converting leads to accounts\n• Client Service case creation\, assignment\, and escalation \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-302 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWRhNzdlNjgtMjczYy00NmRiLTgwYjgtMjQzM2U2NjYxMWNi%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,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-10-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWRhNzdlNjgtMjczYy00NmRiLTgwYjgtMjQzM2U2NjYxMWNi%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:20250807T130000
DTEND;TZID=America/Toronto:20250807T150000
DTSTAMP:20250814T231542Z
CREATED:20250805T172537Z
LAST-MODIFIED:20250814T231542Z
UID:10000092-1754571600-1754578800@www.maximizer.com
SUMMARY:System Administration Fundamentals
DESCRIPTION:Master the core administrative functions that keep Maximizer running smoothly. This class covers essential system preferences\, user management\, security configurations\, and data integrity measures. Ideal for administrators responsible for day-to-day system operations and user support. \nAgenda: \n• Configuring Address Book\, Accounts\, and Client Service preferences\n• Setting up and managing Duplicate Checklists\n• Understanding Date Last Modified tracking\n• Configuring System Fields and Mandatory Fields\n• User management: adding new users and copying preferences\n• Enabling\, disabling\, and managing user accounts\n• Password reset procedures and security policies\n• Understanding user rights\, roles\, and privileges\n• Unlocking user accounts and managing lockout duration\n• Password complexity requirements and enforcement\n• Setting up Security Groups and Teams\n• Implementing and managing system auditing\n• Data backup and recovery considerations \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-301 \nClass Type: Administrator Training Class
URL:https://www.maximizer.com/class/system-administration-fundamentals-3/
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-13-min.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/system-administration-fundamentals-3/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250807T110000
DTEND;TZID=America/Toronto:20250807T113000
DTSTAMP:20250814T231357Z
CREATED:20250729T155219Z
LAST-MODIFIED:20250814T231357Z
UID:10000074-1754564400-1754566200@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://www.maximizer.com/class/1-on-1-admin-support/
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/1-on-1-admin-support/
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