Introduction to Maximizer CRM Live
Before you begin using Maximizer CRM Live, there are a number of important things you should be aware of:
- If you have previously installed Maximizer Outlook and/or Word Add-ons - You will need to re-download, and then reinstall
- They can be found under the Administration Desktop icon and Mobile Setup icon. If not, they will be installed during your user setup
- Your mobile site (phone and tablet access) is shown under the Administration Desktop and Mobile Setup icon and the address listed below
- There is an option to email this URL to your mobile device
- By default, the Notes and Document tabs have a filter which is set to 12 months
- You can adjust this if you want to see older notes or documents
- The number of items retrieved in a search is determined by your preferences (set in the top right)
- Our CRM Live Training is also included and is strongly recommended that all potential users participate.
If you wish to have shorter, specific tutorials, visit our Youtube page
- For support, you can email us at support@maximizer.com , start a chat on our website or call +1-866-275-1254
Only use Internet Explorer if you wish to use the Microsoft Word integration. If not using MS Word, we recommend using another browser
To quickly switch Modules, Press Shift + the first letter of the Module name (ex. To get to Leads press Shift + L)
