When learning Maximizer we provide learning materials and lessons around the following:
INTRODUCTION
The Maximizer Screen & Toolbars
The Address Book
Customers vs. Prospects – Lead Management
Adding a new Address Book entry
Data entry & Short cuts
Creating default entries
SORTING & SEARCHING
Sorting by Columns
Keyboard Search
Search Menu options
USER DEFINED FIELDS
Defining User Defined Fields (UDF’s)
Adding Folders for User Defined Fields
Creating a Table field
Viewing User Defined Fields
Modifying and Deleting UDF’s
NOTES
Managing your Notes in Maximizer
Note Categories
Customer Service Notes
PRINTING LABELS & ENVELOPES
COLUMN SETUPS – CUSTOMIZING
PHONE CALLS
Recording a phone call
Viewing and Printing the Phone Log
HOTLIST
Creating a Hotlist Task
Marking Tasks as completed
CALENDAR
My Work Day View
Making an Appointment with a Contact
Setting up Personal & Private Appointments
Keeping Track of Appointments
Sharing Calendar or Hotlist info with others
Activity Log
ACTION PLANNER
RELATED ENTRIES
EMAIL
Sending an Email Message
Saving an Email Message
Sending an Email Message to a Group
Maximizer is not just about managing contacts and sales but about building successful, profitable and intimate customer relationships. Maximizer CRM combines every element of the customer life cycle, from marketing to sales to customer service & support.