Maximizer CRM 103 Training for Financial Advisors

How do I make best use of the Word Integration? 

• Create document templates from scratch
• Convert contracts into document templates
• Capture templates from earlier Maximizer versions

How do I report on what I have been doing?

• Export to Excel for quick and easy reporting
• Use Dashboards for strong visual messages
• Use other built-in reports as needed

How do I use Maximizer’s advanced tools?

• Use Import to add or update entries
• Use Global Edit to easily change multiple entries

How do I keep my data current and accurate?

• Convert one entry to another
• Prevent, find, and resolve duplicates
• Breaking up and merging Households

How do I use the Administrator Module?

• Manage Users
• Manage Categories and other areas of interest
• Set up Date Last Contacted
• Set up and use Auditing

How do I extend my Maximizer?

• Take advantage of the App Directory

Support Resources available to you