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 […]
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 […]
How to configure your Preferences in Maximizer CRM – 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 […]
Auto Formatting Phone Numbers in Maximizer CRM
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 Maximizer CRM. […]
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 […]
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 […]
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 […]
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 […]
How to print labels and envelopes from Maximizer CRM
We are all trying to be more environmentally friendly these days to reduce the impact we are having on our habitat. However, there are still occasions when you might need to send letters the good old fashioned way. You may even need to print labels and/or envelopes for a list of contacts in Maximizer CRM. […]
How to Manipulate Data in Maximizer CRM
Together with Maximizer CRM’s powerful search capability, the ability to manipulate data within it is second to none. But what does it mean to manipulate data and why is this useful? Manipulating Data in Maximizer CRM Your Maximizer CRM system is rich with information – from Address Book entries and all its associated notes, documents […]
