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.
Maximizer CRM 101 On-Demand Training
Maximizer CRM 101 Training Agenda
Review of basic on-boarding concepts
- Modules, Menus, Tabbed Following Windows
How do I add an entry once I am in?
- Understand the 3 types of entries
- Add an entry: Edit menu, Add icon
- Add an entry using right click in place
- Import a list of entries
How do I find that entry later?
- View: All Entries or a selection of entries
- Search for a specific entry
- Quick Search for your entries
- Retrieve associated entries
How do I contact that entry?
- By phone, email and/or snail mail
How do I keep track of what I do with that entry?
- Notes, Documents, Tasks, Appointments
- Use Notifications for important events
- Using the Outlook integration
How do I change the way things look?
- Set your Preferences
- Select from the tabbed following windows
- Select modules from the Icon bar
- Change your column setups
Support Resources available to you
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