Opportunity Manager & Sales Strategies
Maximizer Training Agendas
  Opportunity Manager training

Opportunity manager
Sales strategies
Opportunity manager setup
Viewing the opportunity window

Setting up a sales strategy
Using the sales strategy wizard
Create an opportunity with a sales strategy

Opportunity analysis & the sales step summary
Opportunity analysis
Sales step summary

Work an opportunity
The sales step summary
The hotlist

Opportunity analysis
Reviewing an existing opportunity
Assign a standing to a success factor or role
Recording communications with the opportunity
Completing an opportunity
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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

Modifying a sales strategy

Copy an existing sales strategy
Change assigned items
Change the steps assigned to a strategy
Change the success factors assigned to a strategy
Change the roles assigned to a strategy

Adding items to a strategy
Adding steps to the strategy
Adding activities to the strategy
Adding success factors to the strategy
Adding roles to the strategy

Modifying tasks only
Creating another sales strategy

Searching for opportunities
The search menu
Report menu

Planning sales strategies
Creating opportunities
Setting up strategies
Creating steps & activities
Creating success factors
Opportunity Manager can be used for more than just Sales.

If you need to track any type of incident or transaction you can use the Opportunity manager.
The Sales Strategy module is not available in the Entrepreneural editions of Maximizer.