Exercise #6: Track all of Your Client Activities

This guide offers a comprehensive approach to effectively track client interactions, manage follow-up tasks, and schedule meetings using Maximizer. By following the outlined steps, users can enhance their client relationship management, ensuring no important details are overlooked. The flexibility to customize interaction types and task details allows organizations to tailor the process to their specific needs, ultimately improving productivity and client engagement. Viewing this guide will empower users to streamline their workflow and maintain organized client records.

32 steps

Log a Completed Interaction with a Client

Locate the record of the Contact you want to log activity against.

Click "Log an interaction".

Click on the drop down menu for "Interaction Type".

Click "Phone Call" (or whichever option is most appropriate).

Your organization can change these options to reflect the main types of interactions you have with your clients.

Click on the drop down menu for type of call.

Click "Incoming".

The time that is captured is the time that you capture this record. If the actual interaction was significantly earlier, it is best to reflect that in Maximizer.

Click on the drop down menu for "Subject".

Click the text field for "Subject".

Type "Discuss portfolio".

You can select one of the available options or write your own.

Click on the drop down menu for "Category".

Select one of the available options.

You can repeat these steps for Result. Note that both Category and Result are not mandatory. It is up to your organization to decide on the level of detail to be captured for each Client Interaction, mainly for reporting purposes.

Click on the drop down menu for "Full Access" and change to your desired preference.

Create a Follow-up Task

Click on the "Check Mark" icon to create a follow-up task.

You don't have to create your Follow up Task immediately. You can always create a Follow up task later using the option "Schedule a To-Do" from the Action menu.

Click in the "Date" field to select the date for your task to be done.

You can also select the Time field if you have a very precise time that you want your task to be completed, or you want an automatic reminder sent prior to the task needing to be done.

Click the "Subject" field if you want to add more context around the task.

Click the "Set Alarm" checkbox if you want a reminder sent.

Click on the "Priority" drop down if you want to change the priority setting.

Click on the "Regarding" drop down to relate the Task to an Account.

Click "Save".

Schedule a Meeting with your Client

From the Actions menu, click "Schedule a meeting".

You can perform this function using the Outlook - Maximizer Connector tool as well.

Type a subject for your meeting.

Click the "Date" field to select a date for a meeting.

In the Location field, type "Zoom call".

Select the start and end times for your meeting.

There are other options available, such as a meeting description, an invite to others besides your Contact, and notification alerts. As most people are familiar with calendar tools, this guide doesn't elaborate on all of these features.

Click "Save".

Click "Send" on the email platform to send the invite.

Check Your Scheduled Tasks

Click "Tasks" from the Module menu.

Click on the "Date drop" down to select different display options.

Click on "This Month" to see all Tasks for this calendar month.

Click on the "User" down to see tasks for other Maximizer users in your organization.

Click "Delegated Tasks" to view the status of Tasks that you've assigned to others.

Exercise #6: Track all of Your Client Activities

32 steps

Log a Completed Interaction with a Client

Locate the record of the Contact you want to log activity against.

Click "Log an interaction".

Click on the drop down menu for "Interaction Type".

Click "Phone Call" (or whichever option is most appropriate).

Your organization can change these options to reflect the main types of interactions you have with your clients.

Click on the drop down menu for type of call.

Click "Incoming".

The time that is captured is the time that you capture this record. If the actual interaction was significantly earlier, it is best to reflect that in Maximizer.

Click on the drop down menu for "Subject".

Click the text field for "Subject".

Type "Discuss portfolio".

You can select one of the available options or write your own.

Click on the drop down menu for "Category".

Select one of the available options.

Click on the drop down menu for "Full Access" and change to your desired preference.

Create a Follow-up Task

Click on the "Check Mark" icon to create a follow-up task.

You don't have to create your Follow up Task immediately. You can always create a Follow up task later using the option "Schedule a To-Do" from the Action menu.

Click in the "Date" field to select the date for your task to be done.

You can also select the Time field if you have a very precise time that you want your task to be completed, or you want an automatic reminder sent prior to the task needing to be done.

Click the "Subject" field if you want to add more context around the task.

Click the "Set Alarm" checkbox if you want a reminder sent.

Click on the "Priority" drop down if you want to change the priority setting.

Click on the "Regarding" drop down to relate the Task to an Account.

Click "Save".

Schedule a Meeting with your Client

From the Actions menu, click "Schedule a meeting".

You can perform this function using the Outlook - Maximizer Connector tool as well.

Type a subject for your meeting.

Click the "Date" field to select a date for a meeting.

In the Location field, type "Zoom call".

Select the start and end times for your meeting.

Click "Save".

Click "Send" on the email platform to send the invite.

Check Your Scheduled Tasks

Click "Tasks" from the Module menu.

Click on the "Date drop" down to select different display options.

Click on "This Month" to see all Tasks for this calendar month.

Click on the "User" down to see tasks for other Maximizer users in your organization.

Click "Delegated Tasks" to view the status of Tasks that you've assigned to others.