Welcome to Maximizer 101/201, a comprehensive training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session combines foundational CRM concepts with practical relationship management workflows, helping advisors and support teams confidently manage client information, interactions, searches, and related records within Maximizer.

Participants will learn how to navigate the platform efficiently, maintain and organize client records, capture important interactions, retrieve information quickly using advanced search tools, and better understand relationships between households, contacts, and related entities. The course also introduces workspace customization and productivity techniques designed to improve day-to-day CRM efficiency.

Throughout the session, participants will work directly within the Maximizer environment while guided by an experienced instructor demonstrating real-world workflows and best practices tailored to financial advisory teams.

Duration: 2 Hours 20 Minutes

Agenda

Navigation & Interface Setup

• Logging in to Maximizer
• Understanding Households, Contacts & Companies
• Customizing the Maximizer interface

Managing Client Records

• Creating and editing records
• Understanding key fields and details tabs
• Capturing and maintaining client information

Capturing Client Activity

• Recording calls, notes, and interactions
• Adding files and documentation
• Scheduling tasks and follow-ups

Working with the Timeline

• Filtering and reviewing activity
• Searching by interaction type or user
• Reviewing historical client activity

Searching & Retrieving Information

• Using Quick Search effectively
• Creating and saving Advanced Searches
• Managing search results and Quick Access icons

Relationship Management

• Understanding Family Tree functionality
• Creating Related Entries and relationships