Introduction to Maximizer FSE for Financial Advisors
- Getting to Know Maximizer - Logging In, the Main Page and Key Terms
- Lesson #1: Customize your Maximizer Display and Preferences
- Lesson #2: Create a New Household, Contacts and Company
- Lesson #3: Use Search to Find What You're Looking For
- Lesson #4: Create and Manage Your Favorite Lists
- Lesson #5: Create a New Account
- Lesson #6: Track all of your Client Activities
- Lesson #7: Working in Outlook and Maximizer Together
- Lesson #8: View Your Timeline of Client Interactions
- Lesson #9: Change Your Column View Display
- Lesson #10: Create a Custom Contact Column View