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Videos

  • Managing prospects in CORE CRM
  • Creating email templates in CORE CRM
  • Tracking opportunities in CORE CRM
  • Creating follow-ups in CORE CRM
  • Managing leads in CORE CRM
  • Importing leads and prospects into CORE
  • Managing quotes in CORE CRM
  • Managing proposals in CORE
  • Managing campaigns in CORE CRM
  • Setting up Resource Library in CORE CRM
  • Managing sales goals in CORE CRM
  • Creating promotions in CORE CRM
  • Setting up commission profiles
  • Creating CRM lists in CORE
  • Creating campaign lists
  • Creating opportunity lists
  • Viewing sales forecast

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