Maximizer CRM 101 Training for Financial Advisors

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 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

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