Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions.

This course is ideal for new users of Maximizer CRM, advisory assistants, operations staff, and team members transitioning from legacy systems or manual processes. Participants will learn how to navigate the platform efficiently, manage client records, capture important interactions, and customize their workspace for maximum productivity.

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

Duration: 90 Minutes

Agenda:

Navigation & Interface Setup

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

Managing Client Records

• Creating new Household, Contact, and Company records
• Switching between Household and Contact views
• Understanding the Details tab and Key Fields Lists
• Editing records and capturing client data

Capturing Client Activity

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

Working with the Timeline

• Filtering Timeline activity
• Searching by user or interaction type
• Switching Timeline views
• Reviewing historical client activity