Address book
- How to log in to Maximizer CRM on the Cloud
- Add a New company or a new individual
- Add a new contact
- View contacts associated with entries
- Retrieve contacts associated with address book entries
- Retrieve companies and individuals associated with contacts
Opportunities
- Opportunities
- Opportunities Page
- Add an Opportunity
- Copy an Opportunity
- View an Opportunity from an Address Book entry
- Retrieve Address Book entries associated with Opportunities
User-defined fields
- User-Defined Fields Overview
- User-Defined Fields Access Rights
- Add A Value To A User Defined Field
- User-Defined Fields
- About Creating User-Defined Fields
- Create a User-Defined Field for the Leads Module
Key Field List
Tasks
- Add a Hotlist Task
- Changing the Status of a Task or Appointment
- Hotlist Module
- Hotlist Tutorial
- Modify Task Dates
- Reassign Hotlist Tasks
Calendar
- Add a Personal Appointment
- Add Items to the Calendar Legend
- Adjust Appointment Attendee Response drop-down
- Calendar Page
- Calendar Sharing
- Calendar Tutorial
Customer Service
- Select Users for Case Monitoring
- Retrieve Address Book Entries Associated With Cases
- Retrieve a List Of Cases For an Address Book Entry
- Resolve a Customer Service Case
- Recording Case Solutions
- Customer Service Module
Action Plans
Dashboards
- About Indicators
- Add an Indicator to a Dashboard
- Click Throughs for Indicators
- Create a Dashboard
- Customize a Dashboard Iindicator
- Grouping for Indicators
Leads
- Leads Module
- Creating A Lead In The Leads Module
- Editing Leads
- Changing A Leads Status
- Add A Note To A Lead
- Send An Email To A Lead
Notes
- Add A Note
- Add A Note In The History Following Tab
- Add A Note To Multiple Entries
- Filter Notes In The Notes Following Tab
- How Do I Create Categories For Notes
- How To Add Important Notes
Documents
- Documents
- Documents Tab
- Add Documents To An Entry
- Search For Entries By Documents
- Filter Documents In The Documents Following Tab
- Storing Documents For Hyperlinks
Advanced Search
- Perform An Advanced Search
- Editing A Saved Search In Leads Module
- Global Searching
- Partial Matching and Wildcards
- Repeat The Last Advanced Search
- Restricting Search Fields
Quick Access toolbar
- Retrieve a Favorite List or Saved Search With The Quick Access Toolbar
- customize-the-quick-access-toolbar
- customize-properties-of-a-catalog-search-item-or-quick-access-icon-after-creation
- add-a-saved-search-to-the-quick-access-toolbar
- add-a-favorite-list-to-the-quick-access-toolbar
- find-an-entry-with-a-quick-search
Notification panel
Campaign
- Create New Automated Campaign Template
- View Campaign Statistics
- View An Automated Campaign
- View Campaign Statistics
- View an Automated Campaign
- Suspend an Automated Campaign