Working with Action Plans in Maximizer CRM

The hotlist task functionality in Maximizer is very useful when you’ve got a myriad of things to remember to do. But if you’ve got a particular process to follow through that involves several tasks/steps, then Action Plans are better placed as the tool of choice. For example,

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What are calculated user-defined fields in Maximizer?

Users of Maximizer CRM will be familiar with user-defined fields (UDFs). Fields that can be configured to describe Companies, Contacts, Opportunities or Customer Service cases. Fields that build your unique insight and processes into your CRM system. For many, these are the bits of data that hold

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Being clever with your hotlist – and your work day

We all have numerous tasks to deal with on a daily basis, and they can range from taking certain follow-up steps with prospects to responding to customer queries, to ordering equipment from your suppliers, or completing internal tasks. Thankfully, the hotlist task functionality in Maximizer CRM helps us remember what

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Mobile CRM: How to dictate notes into a contact record

Yesterday I published a blog on our CRM Insights blog stream about CRM: The Importance of Customer Relationship Mobility. Did you know, for example, that the proportion of internet traffic that is viewed on mobile devices grew from 1% in 2009 to 13% in 2013, to 66% in 2016? Other interesting

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How search catalogues save you time and effort

Working in Maximizer, or any CRM database for that matter, will require you to search for information. Sometimes a search is simple and straightforward – for example, if you’re just looking for a particular company or contact. Other times, however, you’ll need to conduct more complex searches

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How to create default entries in Maximizer

Creating default entries in your Maximizer CRM system can save you a lot of time and effort when dealing with data and repetitive tasks. So, rather than inputting the same information every time you create a new contact, opportunity or customer service, for example, you can set up your Maximizer system

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