The final installment of our free online training will round out your CRM skill set and turn you into a Maximizer Power User! A full training agenda can be found on this page, below the embedded video.
Maximizer CRM 103 Training for Financial Advisors
Maximizer CRM 103 Training Agenda
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