Maximizer

The opportunity and the activity are genuine separate objects and they associate properly - the Opportunity object carries `AbEntryKey` and `ContactKey`, and the Appointment object carries a `WithKey` that the vendor states "can refer to Opportunity, Case and Campaign" alongside its AbEntry and user attendees. The person and the organization are not separate objects. Maximizer holds both in one Address Book entry: the API's AbEntry object carries a `Type` field that "defines the Type of entity we are working on", whose supported values are Company, Individual and Contact, and a `ParentKey` that is mandatory for a Contact and must be the key of an existing Company or Individual AbEntry. One endpoint family, `/abentries`, serves all three, and the Maximizer API reference lists no separate company or contact resource. Two record types inside one object is a failure under the spec, not a constraint on something shipped.

Source: https://developer.maximizer.com/reference/octopus-api-docs-objects-abentry, https://developer.maximizer.com/reference/octopus-api-docs-objects-appointment, https://developer.maximizer.com/reference/octopus-api-docs-objects-opportunity, https://developer.maximizer.com/reference/maximizer-api

Verification: Verified

The Opportunity object carries `SalesProcessSetupKey`, `SalesStageSetupKey` and a `CurrentSalesStage` that reports the stage together with its probability and age, so the position is held on the record. Administrators define the sequence in the Administrator module under Opportunities, adding a process with Add Process and then defining "the stages within this new process by selecting Add Stage", and the vendor states "you can change/customize the opportunity stages so that it fits your sales process". The Opps Viewer shows opportunities in columns by process stage, with cards dragged between them.

Source: https://developer.maximizer.com/reference/octopus-api-docs-objects-opportunity, https://support.maximizer.com/hc/en-us/articles/23135459589645-Modify-Opportunity-Process-Stages-via-Administrator-Module, https://support.maximizer.com/hc/en-us/articles/30865886869645-Opps-Viewer

Verification: Verified

The vendor's Opportunity object reference enumerates the attributes the record carries, and `Status` is one of them, separate from `SalesStageSetupKey` and `CurrentSalesStage`. It is an option-list field - the API exposes Status through FieldOptions and the worked examples show "Status: 2, // In Progress" and an update to "Status: 3 // Won" - and the documented values are In Progress, Won, Lost and Abandoned. The help centre confirms the same set from the interface, describing Won, Lost and Abandoned as statuses applied to an opportunity and stating that opportunity lists are "displayed in a list based on criteria specified in the status and close date filters". Open versus settled is therefore readable from the opportunity itself without inspecting the stage.

Source: https://developer.maximizer.com/reference/octopus-api-docs-objects-opportunity, https://support.maximizer.com/hc/en-us/articles/30865886869645-Opps-Viewer, https://support.maximizer.com/hc/en-us/articles/23138143158029-Opportunities

Verification: Verified

Won and Lost are values of the same `Status` attribute that says whether the opportunity is still in progress, so the outcome is answered as a by-product of answering open-or-closed rather than by a field of its own. The Opportunity object reference lists no separate won flag or outcome attribute alongside Status.

Source: https://developer.maximizer.com/reference/octopus-api-docs-objects-opportunity, https://support.maximizer.com/hc/en-us/articles/30865886869645-Opps-Viewer

Verification: Verified

The Opportunity object ships monetary attributes: `ForecastRevenue` for the projected value of the sale, `Revenue` for the amount realized, and `CorporateRevenue` holding the figure in the corporate currency. The Opps Viewer's default opportunity card shows "Objective, Revenue, Company/Individual, and Close Date", and the board can be filtered by Revenue Type.

Source: https://developer.maximizer.com/reference/octopus-api-docs-objects-opportunity, https://support.maximizer.com/hc/en-us/articles/30865886869645-Opps-Viewer

Verification: Verified

Products/Services attach to the opportunity as a table-valued field on the Opportunity object, alongside Categories, and the API documents creating products, reading the products associated with an opportunity and managing product-to-category relationships. The catalogue is maintained by an administrator - Products/Services and Categories are named as opportunity system fields whose values administrators create, edit and delete - and the interface prompts the user to "Select the applicable Products/Services and Categories" when adding an opportunity. A free-text Description field is also shipped. Vendor documentation does not describe quantities or per-line pricing on those product associations.

Source: https://developer.maximizer.com/reference/octopus-api-docs-objects-opportunity, https://support.maximizer.com/hc/en-us/articles/23134541259917-Add-an-Opportunity, https://support.maximizer.com/hc/en-us/articles/23134578067853-Add-or-remove-products-services, https://support.maximizer.com/hc/en-us/articles/23136974565389-Modifying-System-Field-Values

Verification: Verified

`CloseDate` ships on the Opportunity object alongside `StartDate`, and the vendor documents it on opportunities that are still running: the Opps Viewer's Kanban board shows in-progress opportunities with Close Date on the default card and filters the board by it, stating that "this date will be filtered by the Close Date field in the Opportunity", and opportunity lists are filtered by status and close date together. A date carried and filtered on an opportunity that has not settled is the date it is expected to settle.

Source: https://developer.maximizer.com/reference/octopus-api-docs-objects-opportunity, https://support.maximizer.com/hc/en-us/articles/30865886869645-Opps-Viewer, https://support.maximizer.com/hc/en-us/articles/23138143158029-Opportunities

Verification: Verified

The vendor's Opportunity object reference enumerates the attributes the record carries and there are exactly two date fields, `StartDate` and `CloseDate`. There is no second attribute for the date an opportunity actually settled. What could not be established is what `CloseDate` holds after the status changes to Won, Lost or Abandoned - no vendor page states that Maximizer stamps the field at close, and none instructs the user to set it to the settlement date. Since the fact is neither documented as present nor documented as absent, it takes no verdict.

Source: https://developer.maximizer.com/reference/octopus-api-docs-objects-opportunity, https://support.maximizer.com/hc/en-us/articles/30865886869645-Opps-Viewer

Searched: Read the Octopus API Opportunity object reference in full for a second date attribute; searched the help centre for actual close date, completion date, complete an opportunity and closing an opportunity; searched the Maximizer user guides. Neither the API reference nor the help centre states what Close Date holds once an opportunity is completed.

Verification: Pending vendor verification

The Opportunity object ships a `Leader` attribute, the user responsible for the opportunity, held alongside a separate `SalesTeam` assignment. Both are shipped fields rather than audit stamps.

Source: https://developer.maximizer.com/reference/octopus-api-docs-objects-opportunity

Verification: Verified

The Opportunity object carries `ContactKey`, a reference to a named person, held separately from `AbEntryKey`, the company or individual the opportunity is against and the only one of the two that is mandatory at creation. The person reached by ContactKey is an Address Book entry of type Contact, described by the vendor as "a person who works for either a company or an individual".

Source: https://developer.maximizer.com/reference/octopus-api-docs-objects-opportunity, https://developer.maximizer.com/reference/octopus-api-docs-objects-abentry

Verification: Verified

Completed opportunities stay in the system and stay reportable. The Opps Viewer states that "You can see all Won, Lost and Abandoned opportunities in the board by clicking on the menu icon of the Kanban board", opportunity lists are filtered by status and close date so settled records can be listed back, and the Sales Intelligence dashboards compute Win Rate and Conversion Rate by Stage, both of which need closed opportunities to remain queryable.

Source: https://support.maximizer.com/hc/en-us/articles/30865886869645-Opps-Viewer, https://support.maximizer.com/hc/en-us/articles/23138143158029-Opportunities, https://support.maximizer.com/hc/en-us/articles/30812320331021-Sales-Intelligence-Dashboards

Verification: Verified

The Opportunity object ships a `Reason` attribute for the outcome of a closure, and it is an option list rather than free text - the API exposes it through FieldOptions as Key and DisplayValue pairs, the same structure Status uses. What is not shipped is a report for it: the Sales Intelligence dashboards include no chart that counts or breaks down lost opportunities by reason. Counting it is therefore something the buyer arranges in Insights, where a widget is built by choosing the values to display and "those needed for grouping data".

Source: https://developer.maximizer.com/reference/octopus-api-docs-objects-opportunity, https://support.maximizer.com/hc/en-us/articles/30812320331021-Sales-Intelligence-Dashboards, https://support.maximizer.com/hc/en-us/articles/23138010001805-insights-widgets-how-to-data-panel

Verification: Verified

A mailbox connection exists and it carries mail one way. Microsoft Outlook Sync connects a Microsoft 365 account and "Automatically captures all incoming and outgoing email interactions", and the vendor is explicit that this leg is one-directional: emails are retrieved from Outlook and saved against Address Book entries, not written back to the mailbox. Users can compose and send email to Address Book entries from inside Maximizer, but no vendor documentation states that mail sent from Maximizer is delivered through the user's own connected mailbox or lands in their Sent Items; the documented Maximizer Email Service is an SMTP server configured account-wide for campaign, notification and reminder mail. Coverage is Microsoft 365 for the sync; the Google Workspace add-on is a Gmail add-on that saves selected messages to records by hand rather than a mailbox sync.

Source: https://support.maximizer.com/hc/en-us/articles/30956744180877-Microsoft-Outlook-Sync-Integration-Overview, https://support.maximizer.com/hc/en-us/articles/32178629359885-Microsoft-Outlook-Sync-Behind-the-Scenes, https://support.maximizer.com/hc/en-us/articles/23138346710029-Send-an-email-to-your-customers, https://support.maximizer.com/hc/en-us/articles/23134743832717-configuring-the-maximizer-email-service, https://support.maximizer.com/hc/en-us/articles/23135047333901-Google-Workspace-Integration

Verification: Verified

The Microsoft Outlook desktop integration synchronizes the activity object itself in both directions. The vendor describes it as mirroring "Appointments; Tasks; and Contact List entries between Maximizer and Microsoft Outlook", carrying products/services, categories, attendees, resources and notes with the appointment, and its configuration includes a conflict resolution setting that specifies "how to handle entries that have changed in both Maximizer and Outlook since the last synchronization", with the user choosing whether the Maximizer entry or the Outlook entry wins. The two newer cloud connections are narrower: Microsoft Outlook Sync treats the Outlook calendar as the source of truth and pushes appointments one way into Maximizer, and the Google Workspace integration states that "Events from your Google calendar are added to your Maximizer accounts as appointments", with up to five Google calendars per account.

Source: https://support.maximizer.com/hc/en-us/articles/23136168350221-About-Outlook-Synchronization, https://support.maximizer.com/hc/en-us/articles/23134698618765-Configure-Microsoft-Outlook-Synchronization, https://support.maximizer.com/hc/en-us/articles/32178629359885-Microsoft-Outlook-Sync-Behind-the-Scenes, https://support.maximizer.com/hc/en-us/articles/23135047333901-Google-Workspace-Integration

Verification: Verified

Appointments and Hotlist tasks are scheduled inside Maximizer, and both carry a type. The Appointment object ships Subject, StartDate, EndDate, Organizer, Location, Resources, user and Address Book attendees, a `WithKey` linking the appointment to an opportunity, and option-list fields for Category, InteractionCategory, Priority and Result. A Hotlist task carries a date and time, a subject chosen "from a predetermined list of subjects", an assigned user, a category, an alarm, a completion state and a result, and displays the entry it is associated with. The type lists are the buyer's: the vendor names "Task and appointment fields (Activity and priority)" among the system fields whose values an administrator creates, edits and deletes.

Source: https://developer.maximizer.com/reference/octopus-api-docs-objects-appointment, https://support.maximizer.com/hc/en-us/articles/23136639154701-Hotlist-Tasks-and-Module, https://support.maximizer.com/hc/en-us/articles/23136974565389-Modifying-System-Field-Values

Verification: Verified

All three measures ship as native Sales Intelligence dashboards. Stage conversion is the Leading Indicators metric "Conversion Rate by Stage", defined as the "Percentage of opportunities that move from one stage to the next in the sales process" - a proportion, not a distribution. Win rate ships as "Win Rate", defined as "The percentage of Opportunities that are won". Forecasting has a dashboard of its own, Sales Forecasting, alongside Sales Overview, Sales Management, Sales Reps Report, Sales Targets, Activity Report, Leading Indicators and the Sales Leaderboard. All are Maximizer's own reporting rather than an external BI tool, and the Insights widget builder is available for measures the shipped dashboards do not carry.

Source: https://support.maximizer.com/hc/en-us/articles/30812320331021-Sales-Intelligence-Dashboards, https://support.maximizer.com/hc/en-us/articles/23138010001805-insights-widgets-how-to-data-panel

Verification: Verified