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Using CORE
CRM

CRM

Overview
Marketing
Sales
Videos
FAQs
Troubleshooting
Best Practices

Overview Marketing Sales Videos FAQs Troubleshooting Best Practices

CORE CRM Workflow
How to Use CORE CRM

Campaigns
Promotions
Leads
Resource Library

Prospects
Opportunities
Quotes
Proposals
Proposal Templates
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Creating CRM lists in CORE
Creating campaign lists
Creating opportunity lists
Creating email templates in CORE CRM
Creating promotions in CORE CRM
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Why is my inactive proposal showing as active?
Why can't I see any leads on the screen?
How can I link existing projects to opportunities?
Why can't contacts be tied to leads?
Why do we need CORE CRM?

Need to link time entries with opportunities
Converting campaign responses into leads
Commission profiles based on actual billed amount
Opportunity closed amount is different from expected amount

CORE CRM for professional services
Project delivery with CORE CRM
How do I add CRM to my CORE account?
Process of converting leads to clients

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FAQ

Questions about Lotus Themes products and services

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Guides

Instructions related to themes installation and usage

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Community

Join discussions with other users

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