Save emails and Manage records in your Maximizer CRM account. Sync calendar event to your Maximizer CRM account.
정보 업데이트:2024년 1월 29일
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개요
The Maximizer CRM Add-On helps you to Manage and Track conversations by saving email interactions with your contacts in Maximizer CRM; Sync calendar events to your Maximizer calendar.

What can you do with the Maximizer CRM Add-On:
- Save your email interactions to a contact in Maximizer CRM, so you can track all your conversations with the contact in the future.
- Received an email regarding a complaint or a potential opportunity from a contact? Save the email to Maximizer Customer Service or Opportunity record, so you can review internally with your team.
- Increase productivity by Creating, Searching and Updating contacts, leads, customer service, and opportunities records in Maximizer CRM directly from the addon. 
- Sync Google calendar events to your Maximizer calendar in terms of settings in the Add-On.

How does the Add-On work:
- Begin by installing the Maximizer CRM and authenticating to your Maximizer CRM account.
- Open any email and click on the Maximizer CRM logo on the right-hand side of your inbox.
- Toggle the switch for contacts you would like to save the email to, and click on Save Email button. Its that simple! The email would show up under the contact's documents tab.
- Open the Google calendar and click on the Maximizer CRM logo on the right-hand side of your inbox.
- Connect sync service to both Maximizer and Google, change the sync and calendar settings in terms of your preference, the events would be synced to your Maximizer calendar.

About Maximizer CRM:
Maximizer CRM is a comprehensive CRM system that comes loaded with all the features you need to succeed. You'll receive modules for Sales, Marketing and Customer Service that will help you grow and be successful in whatever vertical and industry that you are in.
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Maximizer CRM에서 아래에 표시된 권한을 요청합니다. 자세히 알아보기
Maximizer CRM에서 Google 계정에 액세스해야 함
이렇게 하면 Maximizer CRM에서 다음 작업을 할 수 있습니다.
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