Introduction to Maximizer

Introduction to Maximizer CRM Live

Maximizer CRM Live System Requirements

Add a User Photo

Logging in to Mobile Access and Navigating Pages

Browser Bar Shortcuts

Maximizer Pages

Phone Formatting

How to Add a Company Logo to Your Auto Signature

Startup, Dashboards and My Work Day Options

Set Your Maximizer Preferences

Adjusting the Number of Entries Returned in Your Address Book

Changing Your Password

Change the Date, Time, and Currency Format

Customize the Icon Bar

Adding Address Book Entries

Add a Company or an Individual

Add a Contact

Access Rights for Address Book Entries

Copy an Address Book Entry

Delete an Address Book Entry

Edit an Address Book Entry

Move a Contact to Another Company or Individual

Splitting a Household

View Contacts Associated with Entries

Find Duplicate Address Book Entries

Retrieve Partners Associated with Address Book Entries

Retrieve Related Entries

Retrieve a List of Opportunities for an Address Book Entry

Retrieve Contacts Associated with Address Book Entries

Retrieve Companies and Individuals Associated with Contacts

Retrieve Contacts from the Contacts Tab

Retrieve a List of Cases for an Address Book Entry

Retrieve Address Book Entries by Category

Receive a Phone Call

How to Hang Up a Call on Maximizer

View the Phone Log

How to Code a Call

Phone an Address Book Entry

Enable Logging for Phone Calls

Restricting Access to Address Book Module

View the Audit Log for an Entry

How to Change Your Address Book Name in Maximizer

Combine Entries

Convert an Individual to a Contact

Convert Contacts to Individuals

How to Convert Multiple Entries from Individuals to Companies/Contacts

Convert Individuals to Companies

Relate Two Address Book Entries

Unrelate Two Address Book Entries

Custom Tab Overview

Contacts Widget

Activities Widget

Details Widget

Documents Widget

Notes Widget

Set Up a Territory

Align Territories

Assign a Territory to an Address Book Entry

About Web-to-Lead Forms

Create a Web-to-Lead Form

View or Modify an Existing Web-to-Lead Form

Create a New Web-to-Lead Form Based on an Existing One

Create an Email Template for Web-to-Lead Form Links

Testing Web to Lead Form

Draw a Map of an Address Book Entry

Show Addresses in Map

Setup Formula Field to Lookup LinkedIn Profile

Introduction

Adding and Modifying a Category

Adding and Modifying a Result

Adding and Modifying a Type

Logging and Editing an Interaction

Filtering the Interaction List

Changing the Status of a Task or Appointment

Converting Existing Phone Notes to Interaction Logs

Insights - System Requirements

Insights - User Setup

Insights - User Permissions

Insights - Adding User-Defined Fields

Insights - Data Security

Insights - Reporting Time Zones

Insights - Accessible fields

Insights - Dashboard Backup (Important)

Insights - How to Create a Dashboard

Insights - How to Create Widgets

Insights - How to Edit Widgets

Insights - Working With Filters

Insights - Categories, Values & Break By (Data Panel)

Insights - Customizing the Dashboard Layout

Insights - Formula Editor

Insights - Click Through Feature

Insights - How-to build a map widget

Insights - How to change display format (currency, %, days etc.)

Insights - How-to add a Target Line to the Column Chart

Insights - Data Browser or Field Picker

Insights - Data Structure

Insights - How to work with Multi-Select Table Fields

Insights - How to Compare This Year vs Last Year

Insights - How to Build a Pipeline Funnel

Insights - Compare Year To Date to Last Year to Date

Insights - Creating Formulas Based on Criteria and Conditions (Filters)

Insights - How to Create Custom Buckets (Histogram)

Insights - Selecting Colors in Widgets

Insights - Formula Guide

Insights - How to Drill to Another Dashboard

Insights - How to Filter for N/A Values

Insights - How-to for Viewers

Insights - Filters for Viewers

Insights - Sharing Dashboards

Insights - Changing Ownership of a Dashboard

Insights - Subscription Settings for a Shared Dashboard/Email Distribution

Insights - Error Messages

Insights - Filter Doesn't Filter Values as Expected

Insights - Click Through Doesn't Work

Insights - My dashboard stopped working

Insights - Duplicated Values and Rows

Leads Module

Creating a Lead in the Leads Module

Editing Leads

Changing a Lead's Stage

Adding a Note to a Lead

Converting a Lead to a Customer

Deleting Leads

Linking Leads

Archiving a Lead

Reviewing Related Entries to Lead

Adding a New Lead Source

Lead Mapping

Performing an Advanced Search of Leads

Creating a Saved Search in the Leads Module

Editing a Saved Search of Leads

Linking a Lead to a Campaign

Adjustable Default Settings & Access to Calendar/Hotlist

Set an Alarm for a Hotlist Task

Set an Alarm and Email Reminder for an Appointment

Set Default Options for Alarms and Reminders

Complete Activities from the Notification Panel

Snooze Alarms

Dismiss Alarms

About Calendar

Add Items to the Calendar Legend

View the Availability of Users, Locations, and Resources

Send Email Notification as iCalendar Files

Calendar Tutorial

Maximizer Calendar & Daylight Savings

Add a Personal Appointment

Modify Appointments

Add a Hotlist Task

Reassign Hotlist Tasks

Modify Task Dates

Filter Tasks and Appointments in the Hotlist

Setting Up Environment to Only See Team Members

Hotlist Module

Hotlist Tutorial

Action Plan Options

Create an Action Plan Template

Schedule an Action Plan

View Activities Scheduled from an Action Plan

Dependent Activities

Activities Tab

View Activities Scheduled for an Entry

View Activities for a Custom Date Range

Opportunities

Opportunities Page

View an Opportunity From an Address Book Entry

Change the List of Opportunities

Retrieve Address Book Entries Associated With Opportunities

Add an Opportunity

Copy an Opportunity

Add or Remove Categories

Add or Remove Products/Services

Change an Opportunity Status

Email Notification for Opportunities

Select Users for Opportunity Monitoring

Configure Opportunity Monitoring

Sales Teams and Sales Team Members

Assign a Sales Team to an Opportunity

Add a Partner to an Opportunity

Add a Competitor to an Opportunity

Set an Address Book Entry as a Competitor

Set an Address Book Entry as a Partner

Multi-Currency

Add a Currency to the Currency Library

Modify a Currency in the Currency Library

Change the Currency in an Opportunity

Quotas Page

Add a Sales Quota

Create or Modify a Quota Template

Assigning Campaigns to Opportunities

Assign a Campaign to an Opportunity

Automatically Assign Campaigns to Opportunities

Modify Opportunity Process & Stages

Add a Customer Service Case

Duplicate a Customer Service Case

View a Case from the Customer Service Page

View a Case from an Address Book Entry

Change the List of Customer Service Cases

Retrieve Address Book Entries Associated with Cases

Assign or Escalate a Customer Service Case

Resolve a Customer Service Case

Case Hotlist Tasks

Recording Case Solutions

Configure Notifications for Customer Service Case Monitoring

Select Users for Case Monitoring

Today's Business Page

Add a Company, Individual or Contact in Maximizer Mobile App

Add an Opportunity in Maximizer Mobile App

Add a Case in the App

Manage Cases in the App

Delete a Saved Search in the App

Add a Saved Search in the App

Edit a Case in the App

Edit a Saved Search in the App

Edit a Lead in the App

Book an Appointment for a Lead

View a Lead in the Maximizer Mobile App

Create a New Lead in the App

Add Notes to a Lead

Create a Task for a Lead in Maximizer Mobile App

Book a Task or To-Do in Maximizer Mobile App

Add Appointment Using Maximizer Mobile App

Add a Note in the Maximizer Mobile App

Create an Important Note in Maximizer Mobile App

Voice to Text Dictation in Maximizer Mobile App

Change the Entries View in Maximizer Mobile App

Sort Order of Entries in Maximize Mobile App

Filters in Maximizer Mobile App

Enable or Disable Log Out After 20 Minutes Inactivity

Enable or Disable Background Notifications Maximizer Mobile App

Enable or Disable Biometrics

Change the Color Theme

Enable or Disable Maps Maximizer App

Change Text Size in Maximizer Mobile App

Enable or Disable Inspirational Quotes Maximizer Mobile App

Logging Into Maximizer Mobile App - CRM Live

Logging Into the Mobile App - On Premise

Checking Version and API

Unable to Receive the PIN for 2FA on the Mobile App

Unable to Access Address Book

Unable to Connect or Find Server at "myserver.onprem.com" for the Mobile App

Things to do Before Integrating Outlook with Maximizer

Install & Setup Microsoft Outlook Integration

Send and Save an Email Message to an Entry from Microsoft Outlook

Add a Customer Service Case from Microsoft Outlook

View an Address Book Entry from Microsoft Outlook

Add a Hotlist Task from Microsoft Outlook

Stop Tracking an Email Thread

Track an Outlook Email Thread in Maximizer

Add an Address Book Entry from Microsoft Outlook

Save an Email Message to an Entry from Microsoft Outlook

Send an Email Message to Address Book Entries from Microsoft Outlook

Stop Tracking an Email Address

Track Messages from an Email Address

Select a Microsoft Outlook Address List for Integration

How to disable Outlook Integration Setup Wizard

Create Entries from Microsoft Outlook

Microsoft Outlook Synchronization

Synchronizing Appointments and Tasks with Microsoft Outlook

Configure Microsoft Outlook Synchronization

Recurring Appointments

Recurring Tasks

Manually Synchronize with Microsoft Outlook

Re-Enable the Outlook Integration

General Troubleshooting tips

Outlook Integration Issue: .NET Framework 3.5 Missing/Needs to be Installed

Preventing Duplicate Entries in Maximizer's Outlook Sync

Install the Word Add-in

Validate the Word Add-with Maximizer CRM

Select a Maximizer List

Insert a Merge Field in a Microsoft Word Document

Update a Document Template

Print a Microsoft Word Document

Open a Document Template

Preview a Microsoft Word Document

Create Envelopes and Mailing Labels for Maximizer Entries

Create a Document Template

Save a Microsoft Word Document to a Maximizer Entry

Maximizer Merge Fields in Microsoft Word

How to Automatically Convert Merge Fields into Uppercase Letters

How to Toggle Field Codes in Microsoft Word

Using Word Integration with Protected Documents

One or more of Maximizer services are unreachable

(Maximizer 2021 R1 & Earlier) Using the Word integration with Microsoft Edge

MailChimp Field Types

MailChimp Design Overview

MailChimp Setup for Maximizer On-Premise

How to Sync Data Between a UDF in Maximizer and a Custom Field in MailChimp

MailChimp Setup for Maximizer CRM live

Supported Field Mapping Between Maximizer and MailChimp

MYOB Information in Maximizer

How the CONNECT Button Handles Existing Matching MYOB Entries

Synchronization of Information Between Maximizer and MYOB

Setup MYOB Integration for Maximizer CRM Live

How to Sync Companies and Contacts from Maximizer to MYOB

Bing Maps Setup CRM Live

Map Entries Using Bing Maps

Bing Map Tokens

Plot Routes Between Maximizer Entries in Bing Maps

Setup OpenStreet Maps for Maximizer CRM Live

Twilio Integration Setup Guide for Maximizer CRM Live

Invalid Client Access Not Enabled

Setup Maximizer Connect for Outlook 365

Setup Microsoft Outlook 365 with Maximizer Connect

How Maximizer Entries are Created and Updated in QuickBooks

Duplicate Entry Warning in QuickBooks

Power BI

Configuring Voice-over-IP Softphone Integration

Import Companies

Use the Sample File to Import New Companies and Related Contacts

Retrieve Field Mappings from the Import Catalog

Error in Imports

Importing from Excel to Maximizer

Import Manager Overview

Importing Leads

Import Opportunities from a Comma-Separated-Value/Tab Delimited File

Import Companies and Individuals from a Comma-Separated Value/Tab-Delimited File

Import Contacts from a Comma-Separated-Value/Tab-Delimited File

Import Microsoft Outlook Contacts

Import from a MXI or XML File

Common Import Errors

Types of User-Defined Fields

User Defined Fields Tutorial

User-Defined Fields vs System Fields

About User-Defined Fields

Working with User-Defined Fields

View User-Defined Fields for an Entry

Add a Value to a User-Defined Field

Create a Folder for User-Defined Fields

Create a User-Defined Field

Create a User-Defined Field for the Leads Module

Character Limits for Alphanumeric User-Defined Fields

Move a User-Defined Field or Folder to Another Folder

User-Defined Fields Access Rights

Decimal Places for Numeric User-Defined Fields

Create a Field for Hyperlinks

Create a Field for Currency Values

Modify an Item in a User-Defined Field

Sorting User-Defined Fields

Modify a User-Defined Field

Add Items to a Table User-Defined Field

Create a Formula User-Defined Field

Conditional Expressions for Formulas

Examples of Conditional Expressions

Mandatory Fields

Using Mandatory Rules to Enforce Business Rules

Set a User-Defined Field as Mandatory Given Conditions

Rules for Mandatory User-Defined Fields

Set a User-Defined Field as Mandatory

Mandatory Rules Using Table Fields

Writing Formulas and Mandatory Rules

Numeric Functions

Alphanumeric Functions

Arithmetic Expressions

Date Functions

Logical Operators for Formulas and Mandatory Rules

Comparison Statements in Formulas and Mandatory Rules

Create a Key Fields List

Restricting Access to Key Fields

View Key Fields

Key Fields for Different Types of Entries

Date Last Contacted is Automatically Updated

Edit the Date Last Contacted Criteria in Address Book

Set Default Fonts for Email Messages

Set-up an Email AutoSignature

Allowing Emails Addresses to Auto-Fill on Maximizer (Internet Explorer Only)

Email Profiles

Edit an Email Profile

Add an Opt-out Link to an Email Message

Send an Email Message to Maximizer Entries

Send an Email to a Lead

Send an Email to Your Customers

Email Signatures in Maximizer

Send a Mass Email

Send an Email to a Contact

View an Email Message from an Entry

Setting up SMTP Server in CRM Live

Email Templates

Create an Email Template

Merge Fields

Editing Your Sender Policy Framework

Why Have an SPF Record With Maximizer

Canadian Anti-Spam Legislation Compliance

Failed to save email from Outlook to Maximizer

Notes Tab

Types of Notes

How to Create VIP Notes

Add a Note to an Entry

Search Notes in the Following Tab

Set-up a Default Note

Filter Notes in the Notes Following Tab

Add or Remove Note & Document Categories

Print Notes in the Notes Following Tab

Time a Task

Documents

Documents Tab

Change the Properties of a Document

Set Up a Default Document

Filter Documents in the Documents Following Tab

Add Documents to an Entry

View a Document Attached to an Entry

Document Templates

Modify a Document Template in the Template Library

Merge a Document Template for an Entry

Add a Document Template to the Template Library

Delete a Document Template from the Template Library

History

Add a Note in the History Following Tab

Company Library Page

Send Items by Email from the Company Library

Add a Hyperlink to an Entry

Storing Documents for Hyperlinks

Create a Column Setup

Retrieve a Column Setup

Change an Existing Column Setup

Create a Colouring Rule

Apply a Coloring Rule

Modify a Default Entry

Search for Entries by a Field

Maximizer Quick Search Tricks

Restricting Search Fields

Search for Entries by Documents

Undo the Most Recent Search

Partial Matching and Wildcards

Find an Entry with a Quick Search

Search for Entries by Notes

Basic Search Criteria

Search Opportunities, Cases, Leads

View a List of Favorite Lists for an Entry

Retrieve a Favorite List Automatically

Create a Favorite List

Add or Remove Entries in a Favorite List

Retrieve a Favorite List

Using Date and Duration Fields in an Advanced Search

Repeat the Last Advanced Search

Performing an Advanced Search of Basic & User-defined Fields

Search Catalog

Save a Search in the Search Catalog

Retrieve a Search from the Search Catalog

Retrieve a Search by Default in the Address Book

Retrieve a Recent Search from the Search Catalog

Update or Change Search Criteria in a Saved Catalog Search Item

Add a Saved Search to the Quick Access Toolbar

Add a Favorite List to the Quick Access Toolbar

Retrieve a Favorite List or Saved Search with the Quick Access Toolbar

Customize the Quick Access Toolbar

Customize Properties of a Catalog Search Item or Quick Access Icon After Creation

Global Edit

Add a Note to Multiple Entries Using Global Edit

Add Values to a Field in Multiple Entries Using Global Edit

Remove Values from a Field in Multiple Entries Using Global Edit

Modify Multiple Entries Using Global Edit

Types of Reports

Create a New Report Template Using Maximizer Basic Fields

Conditional Formatting in an Excel Report

Generate an Excel Report

Change the Chart Layout in an Excel Report

Modify an Excel Report Template

Filter an Excel Report

Change the Chart Type in an Excel Report

Create a New Report Template Using User-Defined Fields

Upload a Report Template to the Template Library

Download an Excel Report Template

Setting Up Dashboards

Create a Dashboard

View a Dashboard

Modify Dashboard Properties

Send a Dashboard

About Indicators

Customize a Dashboard Indicator

Grouping for Indicators

Reporting on Data for Indicators

Indicator Controls

Click Throughs for Indicators

Add an Indicator to a Dashboard

Searches for Indicators

About Export to Excel

Export a List of Entries to Microsoft Excel

Print Calendar Views

Print an Interactions Report

Print a Note Report

Print Details of an Entry

Print a Phone Log Report

Print a Column Report

Short Date Can Affect How a Date is Displayed in an Excel Report

Deleting User profiles - Considerations and Cleanup

How to Log into Maximizer Administrator in Maximizer CRM Live

How to Log into Maximizer Administrator in Maximizer On-Premise

How to Create a New Maximizer User

Password Reset for Maximizer CRM Live

User and Group Security

How to Enable a User

How to Disable a User

User Access Rights and User/Group Access Settings

Modifying User Access Settings

Maximizer and Single Sign-On

Setting the Default From Address of Users

Security Groups Overview

Create a New Security Group

Modifying Group Access Settings

Add or Remove a User on a Security Group

Maximizer Teams

Add a New Sales or Marketing Team

Delete a Sales or Marketing Team

Add or Remove a User on a Team

Record Ownership

Purge the Audit Log

Enable Auditing

View the System Audit Report

Check the Version and Storage Space of Maximizer

Campaigns Page

Campaign Basic Information

Maximizer Campaign Manager Video Tutorial

Add an Automated Campaign

Restricting Campaign Activities

Create an Automated Campaign Template

Add an Email Activity to an Automated Campaign Template

Add an Activity to an Automated Campaign

Create an Automated Campaign Email Message

Campaign Message Editor

Campaign Merge Fields

Add Subscribers to an Automated Campaign

Run a Test Automated Campaign

Adding a Generic Campaign

Resume an Automated Campaign

Suspend an Automated Campaign

View an Automated Campaign

List of Automated Campaign Statistics

View Campaign Statistics

Retrieve a List of Subscribers for a Campaign

Retrieve a List of Entries who Have Unsubscribed from a Campaign

Retrieve a List of Entries for a Campaign Activity

Retrieve a List of Entries who Have Opened Email

Retrieve a List of Entries who Have Visited Landing Page URLs

Calculate the Return on Investment for a Campaign

Retrieve a List of Opportunities for a Campaign

Maximizer Campaign Manager

CRM Live - Restoring Deleted Data

Database Backup Service - CRM Live

How to Find the Size of a Maximizer Database

How to Change Browser Resolution

How to Add New Users for On-Premise Edition

How to Move Maximizer CRM to a New Server

Removing Filestream from your Maximizer Database

Change of SQL Server with Maximizer Installation or Upgrade

Maximizer Installation or Upgrade on an Existing SQL Server

Forgot Your Password

2023.1 (March 2023)

2023.5 (May 2023)

2023.4 (April 2023)

2023.3 (March 2023)

2023.2 (February)

2023.1 (January 2023)

2022.12 (December 2022)

2022.11 (November 2022)

2022.10 (October 2022)

2022.08 (August 2022)

2022.07 (July 2022)

Deployment Guide for Windows Authentication

Moving an Address Book to Another SQL Server

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Maximizer CRM Training Webinars - Base Edition

Maximizer CRM Training Webinars - Financial Advisors

All Categories > Training Webinars > Financial Advisors > Maximizer CRM Training Webinars - Financial Advisors

Maximizer CRM Training Webinars - Financial Advisors

Updated 2 years ago by Niall Clifford

This first installment of our free online training will cover how to get started with Maximizer Live CRM, and the basics of setting up your initial data.

Maximizer CRM 101 (Financial Advisors)

This second installment of our free online training will look deeper into the functionality of this powerful, yet simple to use program.

Maximizer CRM 102 (Financial Advisors)

The final installment of our free online training will round out your CRM skill set and turn you into a Maximizer Power User!

Maximizer CRM 103 (Financial Advisors)

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Maximizer CRM Training Webinars - Financial Advisors

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Related Articles Maximizer CRM Training Webinars - Base Edition Introduction to Maximizer CRM Live Insights - Accessible fields

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Related Articles

Maximizer CRM Training Webinars - Base Edition

Introduction to Maximizer CRM Live

Insights - Accessible fields