Maximizer CRM Hints and Tips

maximizercrm preferences

How to configure your Preferences in MAXIMIZERCRM – Part 3

In our previous blogs, we covered the basic Preferences and Logging and Calendar/Hotlist Preferences. In this blog, we cover the preferences in MAXIMIZERCRM for: Monitoring Email Startup Format Reminder: How to Access your Preferences in MAXIMIZERCRM In the top-right corner of the page, click on the cog icon to access your Preferences. The basic Preferences

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configure preferences in maximizer

How to configure your Preferences in MAXIMIZERCRM – Part 2

In our previous blog, we covered the basic Preferences. In this blog, we cover how to configure Preferences in MAXIMIZER CRM under the Other Preferences section. Reminder: How to Access your Preferences In the top-right corner of the page, click on the cog icon to access your Preferences. The basic Preferences appear: Other Preferences Click

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maximizercrm preferences

How to configure your Preferences in MAXIMIZERCRM – part 1

The ability to configure your preferences in MAXIMIZERCRM means you can have the system set up exactly how you want it. This saves you time as you can quickly and easily navigate your way around, view particular areas and conduct certain actions that are common to you as a user. Here’s an overview of how

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maximizer crm mobile app

How to Install MAXIMIZERCRM’s Mobile App

Now that your workforce is hopefully back visiting your prospects and customers, make sure they keep your CRM up to date. One easy way of enabling people to do this, from anywhere at any time, is to ensure they have the CRM’s mobile app installed on their phone. This blog shows you how to install

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Auto Formatting Phone Numbers in MAXIMIZERCRM

It might sound trivial, but simple things like ensuring consistency in data entry, including phone numbers, make a big difference in how efficient you become when using CRM. Luckily, there are ways to make this easy for you. In this blog, we’ll take a look at how to auto format phone numbers in MAXIMIZERCRM. Auto

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How can CRM help you know your customers better

How can CRM help you know your customers better?

When establishing professional relationships, it is always great to put a face to a name – it helps us feel like we know our customers better. This is even more important now as we try to stay connected with people, even though we are meeting more virtually and less in person. To help you feel

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ongoing spring cleaning for data integrity

Ongoing Spring Cleaning Enhances Data Integrity

2021 seems to have had the longest Winter ever, going right through May with cold winds and rain. Suddenly Summer arrived with June, and is very welcome, but it feels like we may have missed Spring! Spring is a time to get ready for Summer, clean out the cobwebs from Winter and sort out our

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MaximizerCRM Quick Access Toolbar

Are you making the most of your Quick Access Toolbar in MaximizerCRM?

The Quick Access toolbar in MAXIMIZERCRM gives you access to your frequently used Saved Searches and Favorite Lists with just one click. No need to find the right search, in the right view – just click on the icon and your search is retrieved in the correct module. You can add shortcuts from any Maximizer

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MaximizerCRM Gmail Integration - Avrion

How to use MAXIMIZERCRM’s Gmail Integration

Originally launched in January 2021, this feature may have sneaked past you! The multi-tenant MAXIMIZERCRM platform now has an add-on to integrate with your Gmail to help you manage and track your conversations by saving email interactions to your MAXIMIZERCRM Contacts or Leads. In this blog, we will show you how to use MAXIMIZERCRM’s Gmail

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Maximizer CRM's import tool

Maximizer CRM’s Import Tool – What’s Been Updated?

Importing data into Maximizer CRM has always been straightforward. Even so, there have historically been a few areas that needed improvement and that’s what they have done with the June 2020 update. So what exactly has been updated with Maximizer CRM’s Import Tool? Maximizer CRM’s Import Tool – updates There has always been a choice

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