This first installment of our free online training will cover how to get started with Maximizer Live CRM, and the basics of setting up your initial data. A full training agenda can be found on this page, below the embedded video.
This first installment of our free online training will cover how to get started with Maximizer Live CRM, and the basics of setting up your initial data. A full training agenda can be found on this page, below the embedded video.
Review of basic on-boarding concepts
How do I add an entry once I am in?
How do I find that entry later?
How do I contact that entry?
How do I keep track of what I do with that entry?
How do I change the way things look?
Support Resources available to you