Turn Email into Action: Maximizer in Outlook 365
- Pre-requisite: Installing, Logging In and Pinning the Maximizer CRM for Outlook App
- Save an email to a Maximizer record
- Turn on Sync Capabilities
- Create a Lead from an email
- View your Timeline of Client Interactions
- Search for Maximizer Entries
- Add a Note, Task, Appointment, and Call Log
- Save an email to an Opportunity or Client Service Plan