Maximizer – Creating Notes and Documents
Creating Notes and Documents: Adding Notes, Note Types/categories, Adding Documents, Document Types/categories, Drag and Drop multiple Documents, History Window, Notes and Document Filters, Reports.
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Maximizer – Using Notifications
Using Notifications: Set up Notifications, Notification Manager, Create Service User, Set Up Alarms and Notifications, Adding Notifications
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Maximizer – Creating Dashboards
Creating Dashboards : What are Dashboards, Creating new Dashboards, Chart Types, Drill down on Dashboard charts, Indicators, Customise and modify indicators
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Maximizer – Creating Email Campaigns
Creating Email Campaigns – Creating Email Campaign Templates, Edit existing Templates, Customise Campaigns,
New Campaigns, Sending day and time, Attachments, Merge Fields and Unsubscribe: Recipient Lists, Campaign, Statistics, Campaigns and Opportunities. -
Maximizer – Global Edit
Global Edit
Access to the Global Edit is restricted, contact your system administrator regarding any functionality which is of interest to you.
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Maximizer – Administrator Tour
Administration Tour
Access to the Maximizer Administrator is restricted, contact your system administrator regarding any functionality which is of interest to you.
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Maximizer – Forgotten your Password?
Forgotten Your Password? Includes:
Create a Temporary Password and, Create a New Password -
Maximizer – Change Your Password
Change Your Password
Includes:
How to change your Maximizer Password and Password requirements -
Maximizer – Create an Email Signature
Create an Email Signature: Includes: Add a signature to an email from Maximizer, Create Signature, Adding Optional Image
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Maximizer – Working with User Defined Fields
Working with User Defined Fields. Includes: Creating new User Defined Fields, Modify an existing User Defined Field, Different types of User Defined Fields, Formula based User Defined Fields
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Maximizer – Working with Column Setups
Working with Maximizer Column Setups: Includes: Modify an existing column set-up, Create a new column set-up from an existing one, Create a new column set-up
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Maximizer – Complex Search – Contact + Company
Complex Search – Contact + Company with Maximizer: Includes: Quick Search, Search Contact at Company and Wildcard Search