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Core5 Starter Edition – Sales Module

This video reviews the Sales module in the Core5 Starter Edition CRM, including how to: create an estimate, order, and invoice, link to a contact, and how to push invoices to QuickBooks and pull balances into Core5.

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.

Added functionality: Starting with version text placed in the Notes field on an invoice will now push to QuickBooks as a Statement Memo on the invoice.

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