Thursday, June 30, 2022
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Core5 Starter Edition – Dashboard Module

This video reviews the Dashboard module in the Core5 Starter Edition CRM, including the various graphs, charts, and cumulative lists as well as how to do batch pushes of contacts and invoices 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.

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