MaximizerCRM2020

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

read more >>
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

read more >>
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

read more >>
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

read more >>

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

read more >>
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

read more >>
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

read more >>
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

read more >>
Advanced Search in Maximizer CRM

Advanced Search in Maximizer CRM – what can you find?

One of the many benefits of a CRM system is having so much valuable data on your customers, prospects, suppliers and more. But having data is one thing – being able to find the relevant information quickly and easily is another. This is where the Advanced Search in Maximizer CRM comes in very handy. What

read more >>
CRM dashboards

What is a CRM Dashboard and how can it help you?

Even with the most simple CRM set up, it’s useful to have an overview of your data so that you can have quick access to information or tasks. This is where dashboards come in handy – but what is a CRM dashboard and how can it help you? CRM Dashboard Much like a dashboard in

read more >>
Scroll to Top