Strategy libraries
In Maximizer web access it does not seem to be possible to access the Strategy Library to create new Strategies or modify existing ones! Could this feature be added?
Strategy tab is discontinued
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Simon Pickard commented
Jan 2016 - This is a major omission and removes an important competitive feature. I've a client who loves the idea of roles - it effectively enables him to "label" partners, and capture data in a structured manner that can then be used for a very complex document/report.
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Steve commented
Please add a feature in Maximizer CRM Live that allows users to create Strategies. The entire Strategies sub-system is a waste without this.
Thanks for listening.
SG
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Anonymous commented
I was having the same issue. You can access the Strategy Library by clicking the Setup button at the top right of Maximizer. Once in setup there is an icon that says Template Library. This will give you a drop down box. The Strategy Library is located in this drop down box.