Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques, relationship mapping, and methods for organizing and retrieving information quickly.

Participants will learn how to create reusable searches, improve data visibility, and better understand relationships between contacts, households, and related entities.

This course is recommended for users who are comfortable with the basics of Maximizer and are ready to improve efficiency and data management practices.

Duration: 50 Minutes

Prerequisite: Maximizer 101 – Foundations of Maximizer CRM for Canaccord

Agenda:

Searching & Retrieving Information

• Using Quick Search to locate records
• Understanding search best practices
• Finding client information quickly and efficiently

Advanced Search Techniques

• Creating Advanced Searches
• Saving and cataloging searches
• Creating Quick Access icons for saved searches
• Retrieving and managing search results

Relationship Management

• Understanding Family Tree functionality
• Creating Family Tree relationships
• Adding and managing Related Entries
• Displaying Related Entries within Family Tree views