- For the following editions of Maximizer CRM 10:
Group, Professional, Enterprise Edition only
- New Maximizer CRM 10 administrators, power users, or individuals who are responsible for setting up, configuring, and maintaining the Address Book
- Recommended Pre-requisites: Administrator Fundamentals 100
| What You'll Learn |
This tutorial contains the following lessons:
Configuring the Address Book:
- Configuring Opportunities
- Configuring Campaigns
- Configuring Customer Service Cases
- Configuring Outlook Synchronization - Part I & II
- Configuring Maximizer Email Services
- Duplicate Checking
Maintaining the Address Book:
- Backing Up and Restoring the Address Book
- Address Book Verification
- Exporting Data
- Importing Data (2-Tier Import)
- Transferring Address Book Data
- Purging Notes & Documents
- Document Administration
- Global Edit
- Maximizer System Reports
|
| 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
|
| Registration |
|
Speak directly to the experts at 1-866-416-0557 or e-mail us to request further information.
|
