- New Maximizer CRM 10 users (All Editions: Entrepreneur, Group, Professional, Enterprise)
- New Maximizer CRM 10 administrators who want to know the fundamentals of the software before learning about administration
| What You'll Learn |
This tutorial contains the following lessons:
- Setting up User Defined Fields
- Selecting & Displaying Entries
- Basic Searching
- Advance Searching with Search by All Fields
- Saving Your Search to the Search Catalog
- Creating a Favorite List
- Add Entries to a Favorite List
- Remove Entries from a Favorite List
- Creating Column Setups
- Recording Relationships Between Address Book Entries
- Combining and Moving Address Book Entries
- Basic Reporting
- Exporting to Microsoft Excel
- Creating Documents & Templates
- Broadcast Mail Merge
- Sending Email in Maximizer
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| Cost and Duration |
- $65 (USD) per user (20% off if you are on an Annual Maintenance contract. Note: a coupon code is required at time of registration. 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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