Maximizer Administrator

Set up Preferences

• Create categories for notes
  

• Customize user calendar settings
  

• Enter locations and resources for appointments
  

• Create key fields groupings for User Defined Fields
  

• Categorize companies, individuals or contacts
  

• Turn on Duplicate checking
  

• Create Mandatory fields within Name and address area of a company, individual or contact
  

• Setup opportunity ratings & reasons
  

• Create products and categories for appointments, campaigns & customer service cases
  

Create Users and define rights

• Enter general information
  

• Define security settings - access rights, priviledges
  

• Create User Groups and teams
  

• Set preferences for each User; Logging notes, Format, Calendar, User Properties
  

Create User Groups

Print Reports for User Defined fields, Users, Groups

Why Administrator...

• Customization
  

• Security
  

• User Groups
  

Maximizer administrator is a very important part of Maximizer - get the designated Maximizer guru or power user in your office to learn about this program.

Learn Maximizer  &

use it to its true potential!

Training Levels

Training available in the following Maximizer areas:

• Maximizer level 1 (beginner)
  

• Maximizer level 2 (intermediate)
  

• Opportunity Manager
  

• Sales Strategy
  

• Marketing Campaign Manager
  

• Customer Service
  

• Administrator
  

• Customized (training that is custom designed to your needs)
  

Maximizer Versions

We teach most versions of Maximizer:

• Maximizer CRM 10
  

• Maximizer Enterprise 9.5
  

• Maximizer Enterprise 9.0
  

• Maximizer 9.0
  

• Maximizer Enterprise 8.0
  

• Maximizer 8.0
  

• Maximizer Enterprise 7.5
  

• Maximizer Enterprise 7.0
  

• Maximizer 7.0
  

• Maximizer 6.0
  

• Maximizer 5.5
  

• Maximizer 5.0