Maximizer CRM Live User’s Guide

Maximizer CRM Live

User's Guide

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Notice of Copyright

Published by Maximizer Software Inc. Copyright ?1988-2016 All rights reserved.

Registered Trademarks and Proprietary Names

Product names mentioned in this document may be trademarks or registered trademarks of Maximizer Software Inc. or other hardware, software, or service providers and are used herein for identification purposes only.

Applicability

This document applies to Maximizer CRM Live software.

Maximizer Software Address Information

Corporate Headquarters Americas

Maximizer Services Inc. 208 West 1st Avenue Vancouver, BC, Canada V5Y 3T2 +1 604 601 8000 phone +1 604 601 8001 fax +1 888 745 4645 support info@ Knowledge Base: knowledgebase

Europe, Middle East, and Africa

Maximizer Software Ltd 1 The Courtyard, Eastern Road Bracknell, Berkshire RG12 2XB United Kingdom +44 (0) 1344 766 900 phone info@max.co.uk max.co.uk

Australia/New Zealand

Maximizer Software Solutions Pty. Ltd. Suite 1.14, 32 Delhi Road North Ryde, New South Wales 2113, Australia +61 (0)2 9957 2011 phone info@

5 Maximizer CRM Live

User's Guide

Contents

Chapter 1 Chapter 2

Getting Started .....................................................................16 Maximizer CRM Live ....................................................................................17

Log In to Maximizer CRM Live.............................................................17 Creating Bookmarks to Maximizer CRM Live .....................................18 Enable the Maximizer Add-On in Internet Explorer ..........................18 Configure Internet Explorer to Use Maximizer CRM Live..................19 Enable Pop-Up Windows in Firefox for Maximizer CRM Live............20 Change your Password.........................................................................20 Maximizer Password Requirements ....................................................21 Maximizer Interface ....................................................................................22 Main Lists and Tabbed Panes...............................................................23 Maximizer Pages ..................................................................................24 Lists of Entries ..............................................................................................27 Types of Entries.....................................................................................27 Sorting Entries ......................................................................................27 Select Entries ........................................................................................28 Display only Selected Entries ...............................................................28 Remove All Entries from a List ............................................................29 Refresh a List of Entries .......................................................................29 My Work Day ...............................................................................................30 Getting Help ................................................................................................31 Take a Tour of Maximizer ....................................................................32 Open the Online Help ..........................................................................32 View Video Tutorials ............................................................................32 Open the User's Guide .........................................................................33 Stay Connected with Maximizer .........................................................33

Address Book Entries ...........................................................34 About Address Book Entries .......................................................................35

Types of Address Book Entries.............................................................35 Sales Leads ............................................................................................36 Address Book Page...............................................................................36 Address Book Entry Lists .............................................................................38 Change the List of Address Book Entries ............................................38 View Address Book Entry Details ........................................................38 View Contacts Associated with Entries ...............................................39 View a Recently Accessed Address Book Entry...................................39 Find Duplicate Address Book Entries ..................................................39 Retrieving Entries ........................................................................................41

Chapter 3

Contents 6

Retrieve Contacts Associated with Address Book Entries..................41 Retrieve Companies and Individuals Associated with Contacts ........41 Retrieve Related Entries ......................................................................42 Retrieve Contacts from the Contacts Following Tab..........................42 Retrieve a List of Opportunities for an Address Book Entry .............43 Retrieve a List of Cases for an Address Book Entry............................43 Retrieve Partners Associated with Address Book Entries ..................43 Adding Address Book Entries .....................................................................45 Add a Company or an Individual ........................................................45 Add a Contact ......................................................................................46 Access Rights for Address Book Entries ..............................................47 Copy an Address Book Entry ...............................................................48 Mailing Addresses .......................................................................................50 Add an Alternate Address for an Address Book Entry ......................50 Modifying Address Book Entries ................................................................51 Edit an Address Book Entry .................................................................51 Add an Image to an Address Book Entry ...........................................51 Move a Contact to Another Company or Individual..........................52 Combining Entries .......................................................................................54 Combine Information from Multiple Entries......................................55 Converting Address Book Entries ...............................................................56 Convert Individuals to Companies ......................................................56 Convert Contacts to Individuals ..........................................................57 Convert an Individual to a Contact .....................................................57 Recording Relationships with Related Entries...........................................59 Relate Two Address Book Entries........................................................59 Unlink Address Book Entries ...............................................................59 Territory Management................................................................................60 Set Up a Territory .................................................................................60 Assign a Territory to an Address Book Entry ......................................61 Aligning Territories ..............................................................................62 Align Territories....................................................................................63 Draw a Map of an Address Book Entry......................................................65 Phoning Address Book Entries ...................................................................66 Phone an Address Book Entry .............................................................66 Receive a Phone Call ............................................................................68 Enable Logging for Phone Calls ..........................................................69 View the Phone Log.............................................................................70

User-Defined Fields...............................................................72 About User-Defined Fields..........................................................................73

Types of User-Defined Fields ...............................................................73 User-Defined Fields Following Tab......................................................74 Working with User-Defined Fields ......................................................75 User-Defined Fields versus System Fields ............................................76 View User-Defined Fields for an Entry................................................77 Add a Value to a User-Defined Field...................................................77 Setting Up User-Defined Fields...................................................................79

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