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This video reviews the Contacts Module of the Core5 Starter Edition CRM, including how to: add a new contact, link notes, to dos, and appointments, and how to push a contact to QuickBooks.
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.