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This video reviews the Documents module in the Core5 Starter Edition CRM, including how to: add a document, link it to a contact, and tag it with a description, keywords, and category.
Core5 Starter Edition is a streamlined CRM solution setup to integrate with your QuickBooks file. Users can efficiently manager areas including contacts, sales, document storage, appointments, tasks, and dashboard overviews. The Core5 Starter can be accessed on your desktop, laptop, and iPhone or iPad.
Please visit www.Core5CRM.com for product details and to purchase.