Welcome to the Maximizer CRM Administration Tour

This tour will give you a quick overview of the Maximizer Administrator and the most common uses.

Administer Users

Create and remove users easily, modify their access rights and assign users to groups and teams.

To open the Administrator module, go to the menu on the bottom left under Administration.

Customize your CRM:
Custom Fields

Create custom fields that are tailored for your business. Different types are available depending on the information being captured.

Customize your CRM:
Mandatory Fields

Make sure certain information is always captured.

Customize your CRM:
Key Fields

Display the most important information front and center in each customer record.

You can setup multiple lists of key fields, each list tailored to different usage scenarios in your daily routine.

Bring in your Data

Customer data from your existing applications such as Outlook, other emails and lists can be imported easily into Maximizer.

Global Edit

Modify multiple records of data all at once using the Global Edit feature. Found in Web Access under the Edit menu.