MAXIMIZER TRAINING ACADEMY
For administrators, end-users, and sales leaders
This class is designed for financial advisors who are new to CRM systems or want to understand the why behind the how. You’ll explore what a CRM is, how it supports day-to-day client management, and how it becomes a tool for long-term success in a highly regulated, trust-driven industry.
This class is designed to show the Maximizer Administrator the basics of Maximizer, from activating your own account, setting up your firm’s users, navigating the drop down menus, main modules and tabbed following windows, as well as setting up the calendar and hotlist, controlling emails and choosing how users will start their day.
This class is designed to show the Maximizer Administrator the basics of Maximizer, from activating your own account, setting up your firm’s users, navigating the drop down menus, main modules and tabbed following windows, as well as setting up the calendar and hotlist, controlling emails and choosing how users will start their day.
Designed for Admins supporting Sales Leaders, this class focuses on tailoring Maximizer CRM for sales team operations. You'll learn how to build and apply custom fields, key field lists, and action plans. It also covers managing User Rights and privileges, as well as setting up CASL and Auditing.
