Exercise #8: View your Timeline of Client Interactions

This guide offers a comprehensive walkthrough for accessing and navigating the Timeline feature in your contact management system. By following the steps, users can efficiently review their interactions, filter communications, and gain insights through summaries and sentiment analysis. This functionality enhances your ability to track key milestones and improve engagement strategies, making it a valuable resource for anyone looking to optimize their relationship management.

22 steps

Maximizercrmlive

About Page

From the Module menu, click "Contact List".

Select the Household record that you want to view the timeline for.

From the Household record click on "Timeline".

Select the "scrollbar" to move through the entire list.

Click "Filters"

Click on the "Types" drop down arrow.

Click the "Check All" box twice to remove all checked items.

Click the "checkbox" beside email to view only emails on the timeline.

Click on any part of the screen outside of the filter list to remove the filter list from your view.

Select the "scrollbar" to move through the entire list of emails.

Click on the "Types" drop down arrow beside Email.

Click the "checkbox" beside Note to select it.

Click the "checkbox" beside Email to deselect it.

Click on any part of the screen outside of the filter list to remove the filter list from your view.

Select the "scrollbar" to move through the entire list of notes.

Click on the "Grid icon" to display your list in a new format.

Click on the "Expand list icon" to display the list in a new window making it easier to see more records on your screen.

Click the "X" to close this window.

Click "Timeline Summary" to view a Summary of your interactions and provide

For this step you need to have IQ Boost enabled in your Maximizer environment. Speak with your Success Manager at Maximizer to enable this.

Review the summary consisting of Key Milestones & Timelines, Communication Highlights, Recommended Actions and Sentiment Analysis.

Click "Close" to close the Timeline Summary window.

Exercise #8: View your Timeline of Client Interactions

22 steps

Maximizercrmlive

About Page

From the Module menu, click "Contact List".

Select the Household record that you want to view the timeline for.

From the Household record click on "Timeline".

Select the "scrollbar" to move through the entire list.

Click "Filters"

Click on the "Types" drop down arrow.

Click the "Check All" box twice to remove all checked items.

Click the "checkbox" beside email to view only emails on the timeline.

Click on any part of the screen outside of the filter list to remove the filter list from your view.

Select the "scrollbar" to move through the entire list of emails.

Click on the "Types" drop down arrow beside Email.

Click the "checkbox" beside Note to select it.

Click the "checkbox" beside Email to deselect it.

Click on any part of the screen outside of the filter list to remove the filter list from your view.

Select the "scrollbar" to move through the entire list of notes.

Click on the "Grid icon" to display your list in a new format.

Click on the "Expand list icon" to display the list in a new window making it easier to see more records on your screen.

Click the "X" to close this window.

Click "Timeline Summary" to view a Summary of your interactions and provide

For this step you need to have IQ Boost enabled in your Maximizer environment. Speak with your Success Manager at Maximizer to enable this.

Review the summary consisting of Key Milestones & Timelines, Communication Highlights, Recommended Actions and Sentiment Analysis.

Click "Close" to close the Timeline Summary window.