Madsen, Amanda

Each sales person can add the Pipeline Stages widget to their dashboard and select which stages they want to monitor.Go to your dashboard by clicking the home icon button on the toolbar Click the A...

The sales pipeline defaults determine how Max Classic behaves when an opportunity is created automatically. An active stage is one where a sales rep is engaging with the prospect and you want to pr...

A sales pipeline defines a typical step by step process that sales reps go through to convert a prospect into a paying customer. A sales stage is created for each step in the sales process. The sal...

Assign a Contact to a Company From a Contact RecordOpen the contact record. Click on Search to choose an existing company.Click the Select link next to the company that the contact should be assign...

To Create a Company RecordGo to CRM > Companies in the main nav. Select Add a Company from the company menu. Enter the Company Information. Click on the Save and Add a Contact to this Company butto...

Company records are most useful to B2B businesses that need to see a  consolidated view of the people and activity related to a company.  Company records link together multiple contact records to g...

You can add up to 150 custom fields per record type in Max Classic (contact, referral partner, company, task, opportunity, order, subscription.) The field type you choose should correspond with typ...

Search TabIn this tab you can search by basic contact information, including name, company, email, email status, lead score, and tags. You can obtain multiple results by searching for general infor...

The Visitors area gives you a view of all anonymous visitors to your sites where you have a Max Classic webform or tracking link, providing detailed information on that visitor before they opt into...

A quick and convenient way to communicate with your contacts, is by sending them emails directly from their contact record Inside Max ClassicDirectionsWhile viewing the contact record, click the em...