- New Maximizer CRM 10/10.5 users (All Editions: Entrepreneur, Group, Professional, Enterprise)
- New Maximizer CRM 10/10.5 administrators who want to know the fundamentals of the software before learning about administration
| What You'll Learn |
- Introduction to the Address Book
- Create new accounts in your customer database - understand the difference between companies, contacts, and individuals
- Use User-Defined Fields to profile and segment your customers and prospects
- Use Notes to track interactions with customers
- Create Personal Hotlist Tasks
- Create Hotlist Tasks that are associated with an Address Book Entry
- Schedule personal and multi-contact appointments
- Create and Apply Action Plan Templates for effective time and task management
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| Cost and Duration |
$65 $59 (USD) per user (Please email onlinetraining@maximizer.com for more information.)- Approximately 1 hr. Interactive Training Simulation
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| Registration |
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Speak directly to the experts at 1-866-416-0557 or e-mail us to request further information.
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