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  1. CORE Help Center
  2. Using CORE
  3. Contacts
  4. Best Practices

Best Practices

  • How to make inactive employees active?
  • How to add existing and new clients to a group?
  • How to delete employee records?
  • Evaluating employee performance
  • Tracking and analyzing employee KPIs
  • Know your client performance
  • Winning clients by tracking opportunities

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