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