-
Last Updated: 04/14/2021 in Administration User Management
You can utilize user teams when setting up round-robins in Max Classic. … For example, if you have multiple sales teams, you may want to segment those teams in Max Classic so
-
Last Updated: 08/11/2024 in E-Commerce Shopping Cart
The Max Classic Shopping Cart is a method of selling products and / or services online. … You can also build a custom storefront on your website that links to the Max Classic shopping cart for … The Shopping Cart The shopping cart provides an order summary, subtotal pricing (without tax or shipping
-
Last Updated: 09/07/2022 in Bulletin
Importing contacts When importing contacts into your Max Classic app, Keap will let you know when you … Classic app, Keap will let you know when you are within 5 contacts of your current threshold. … subscription link in the pop-up to make changes Adding a contact When adding a new contact in your Max
-
There are several ways to create tags in Max Classic. … Click Add Tag(s) The tag is now available in any area of Max Classic that allows you to apply a tag
-
Last Updated: 08/11/2024 in E-Commerce Orders & Quotes
Max Classic will display a list of possible matches. Click on a product to select it. … (Optional) Charge Inventory : This defaults to Yes, meaning Max Classic will deduct this item from the … This setting only applies if you are using Max Classic to track inventory levels and receive low inventory
-
Last Updated: 04/14/2021 in Getting Started Tips & Tricks
Once you create a saved search or report, Max Classic can automatically email you an updated report … Hold down the CTRL key (or the Command key on a Mac) on your keyboard to select more than one day.
-
It is used to identify this merchant account in various lists throughout Max Classic (e.g. … Classic E-Commerce component. … Once your Network Merchants account is approved and activated, you will need to integrate it with the Max
-
Last Updated: 04/14/2021 in CRM Sales Teams Opportunities
Opportunity next action dates will show up on your Max Classic calendar as appointments in My Day (Note … Classic user. … related to the direct sales process, however, there is no way to assign the "next action" to another Max
-
Last Updated: 09/15/2022 in Getting Started
You can easily provide us your feedback while using your Max Classic app.
-
These might include such items as Basic Training with resources to get you started using Max Classic,
-
Last Updated: 08/16/2024 in E-Commerce Products & Services
You must add products and subscription program records to Max Classic before you create product interest … Product interest bundles are Max Classic's "Buy Now" links. … Before you start, you may want to print a list of products ( E-Commerce > Products ) to reference.
-
Last Updated: 08/11/2024 in E-Commerce Shopping Cart
use product links to send customers to the Max Classic shopping cart to check out page. … If you build a custom storefront on your website instead of using the Max Classic storefront, you will
-
Last Updated: 04/14/2021 in E-Commerce Refunds
(Optional) Go to the Referral Partner Commissions section to tell Max Classic how to adjust referral … Apply Refund to Referral Partner Commissions (Clawback) : If you mark this checkbox, Max Classic will … Apply Credit to Referral Partner Commissions : If you mark this checkbox, Max Classic will retract or
-
To connect your online store to your Merchant Account that is setup within Max Classic, you will need
-
You can find your app id in the address bar of your browser when you are signed in to your Max Classic
-
Last Updated: 04/08/2021 in E-Commerce Billing Automation
The default country is pre-selected when a customer checks out through your Max Classic Shopping Cart
-
Last Updated: 02/11/2021 in Administration Admin Reports
It's easy to view and manage your saved reports and searches in Max Classic.
-
Last Updated: 04/14/2021 in CRM Contacts Manage Contacts
Max Classic will create a letter in Microsoft Word with the merge field s already filled in. … Import a list of contacts : Import a new list if the people you need are not already in Max Classic.
-
Last Updated: 04/14/2021 in Getting Started Tips & Tricks
If you are experiencing 502 Bad Gateway errors in Max Classic, it is due to poor communication between … If you get this problem only when trying to access your Max Classic account and you have cleared your
-
Last Updated: 05/26/2021 in Marketing Lead Sources
However, you will need to manually assign a lead source to contacts you add to Max Classic manually. … If a contact's first point of contact is in person or by phone, you may need to ask the contact how they