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CORE Help Center
Glossary Community CORE Status Support
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  1. CORE Help Center
  2. Using CORE
  3. Contacts
  4. Best Practices

Best Practices

  • Employees
  • Clients
  • Vendors
Employees Clients Vendors
  • Making inactive employees active
  • Deleting employee records
  • How is Utilization Rate calculated?
  • Evaluating employee performance
  • Tracking and analyzing employee KPIs
  • Adding clients to groups
  • Client and project contacts in CORE
  • Tracking client performance
  • Winning clients by tracking opportunities
  • Tracking vendors and consultants

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