Luis-Martinez

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Activity overview

Latest activity by Luis-Martinez
  • Luis Martinez created an article,

    Tasks

    Introducing the new Tasks module - Manage your to-do list with recurring tasks  The new Tasks module enables you to manage your tasks effectively and streamline your workflow. With this module, you...

  • Luis Martinez created an article,

    Timeline

    Introducing Timeline. Your Customer Interactions Organized. Your consolidated interaction history for your entries is finally here. Grouped chronologically by month, you can now see everything you ...

  • Luis Martinez created an article,

    Global Searching

    Global Search A new addition to the Quick Search dropdown is the 'Global Search' option. This feature enables searching across various objects; including Address Book entries; opportunities; cases;...

  • Luis Martinez created an article,

    Getting Started with Microsoft Outlook Integration

    Incoming message  Activating the Maximizer Add-in Panel Now the Maximizer integration is ready and you can access it from any of your email messages in Outlook. Just click on the “More actions” ico...

  • Luis Martinez created an article,

    Microsoft Outlook Integration Installation

    System requirements  In order to use Maximizer's Integration for Microsoft Outlook, you need to have the following:  Microsoft Outlook 365 account  Maximizer CRM Live account  You can use Maximi...

  • Luis Martinez created an article,

    Maximizer Extension for Microsoft Teams

    Features The Maximizer Extension for Microsoft Teams allows users to search for the following records from Microsoft Teams conversations and share them in a card view without leaving the Teams chat...

  • Luis Martinez created an article,

    How to Log In to the Maximizer Mobile App for Cloud Accounts

    The Maximizer mobile app let's you access your customer's data at any time from anywhere on your phone or tablet. Engage with your customers, close more deals, stay on schedule, organize your task...

  • Luis Martinez created an article,

    How to log in to Maximizer CRM on the Cloud

    You can access your Maximizer CRM from any computer with internet access using an internet browser such as Google Chrome, Mozilla Firefox and Microsoft Edge for Windows and MacOS. You will need you...

  • Luis Martinez created an article,

    Leadinfo

    Are you tired of missing out on valuable leads who visit your website but don't fill out a contact form? This powerful integration between Maximizer and Leadinfo can help you here! With Leadinfo yo...

  • Luis Martinez created an article,

    Calendar Sharing

    Description Calendar Sharing integration allows Maximizer users to easily share their Maximizer calendar with external users, outside of Maximizer World, in a read-only format. The integration empl...