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CORE Help Admin

BQE Documentation Manager & Product Specialist

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Recent activity by CORE Help Admin
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  • Prospects

    1. Using CORE
    2. CRM
    3. Sales

    Overview Prospects are prospective clients or qualified leads. They represent a list of people or companies in which sales opportunities are going to be explored. They are presumed to have passed...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Managing prospects in CORE CRM

    1. Using CORE
    2. CRM
    3. Videos

    • Edited
    • 2 followers
    • 0 comments
    • 1 vote

  • How can I clear empty rows from Time Card?

    1. Using CORE
    2. ...
    3. FAQs
    4. Time Entry FAQs

    You can clear empty rows in the Time Card screen by clicking the Hide empty rows toggle to hide activities or rows with no time entries. Disabling this button displays all activities within the sel...

    • Edited
    • 1 follower
    • 0 comments
    • -15 votes

  • How can I delete time entries from Time Card?

    1. Using CORE
    2. ...
    3. FAQs
    4. Time Entry FAQs

    You can delete a time entry from the Time Card screen by deleting the hours entered on the grid, clearing them one by one. You must leave the box blank, and the time entry will be deleted. You can ...

    • Edited
    • 1 follower
    • 0 comments
    • -21 votes

  • Proposal Templates

    1. Using CORE
    2. CRM
    3. Sales

    Overview You can create new proposals in BQE CORE CRM either from scratch or from existing proposal templates. If your company deals with certain types of offerings to certain types of clients, yo...

    • Edited
    • 1 follower
    • 0 comments
    • -1 votes

  • Proposals

    1. Using CORE
    2. CRM
    3. Sales

    Overview Proposals are estimates that sales representatives or business development agents send to their prospects to clearly define what your company can offer and at what price. Depending on the...

    • Edited
    • 1 follower
    • 0 comments
    • -1 votes

  • Managing proposals in CORE CRM

    1. Using CORE
    2. CRM
    3. Videos

    • Edited
    • 3 followers
    • 0 comments
    • 5 votes

  • Quote Templates

    1. Getting Started
    2. ...
    3. CRM
    4. CRM Settings

    Overview You can create new quotes in BQE CORE CRM either from scratch or from existing quote templates. If your company deals with certain types of offerings to certain types of clients, you can...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Quotes

    1. Using CORE
    2. CRM
    3. Sales

    Overview Quotes specify the quantity and price for the products and services offered by your company to the prospects and clients. Quotes can be a bid or a proposal calculating the total cost of t...

    • Edited
    • 1 follower
    • 0 comments
    • -1 votes

  • Managing quotes in BQE CORE CRM

    1. Using CORE
    2. CRM
    3. Videos

    • Edited
    • 2 followers
    • 0 comments
    • 2 votes