Maximizer CRM Masterclass Training
Facilitator: Nelia Roberts
Join us for a Maximizer CRM masterclass covering the following topics:
- General review.
- Administrator – Managing Maximizer users and passwords.
- Administrator – Security Groups and Teams.
- Customising your User Defined Fields.
- Customisation of processes in Opportunities.
- Reporting and Dashboard.
- Customer service and Marketing Campaign Manager.
Workshop: Maximizer CRM Masterclass
Duration: Half day
Date: 15 February 2023
Time: 09am – 2:30pm
Venue: Island Club Hotel, Northbank Lane, Century City
Maximizer CRM 101 Refresher
Facilitator: Nelia Roberts
Join us for a Maximizer CRM refresher workshop covering the following topics:
- Maximizer Overview & User preferences.
- Outlook integrations.
- Leads into Addressbook.
- Opportunities.
- Customer Service.
- Additional Functions – Actions.
Workshop: Maximizer CRM 101 Refresher
Duration: Half day
Date: TBC
Time: 09am – 2:00pm
Venue: TBC