This free one-hour training course was designed to help you quickly learn the basics and maximize all the features of the Core CRM Pro. We cover the initial setup, how to use each module and review the QuickBooks integration (optional).
If you are looking to purchase the Core CRM Pro, learn more here.
A list of FAQs are available at our Help Center.
- How To Use This Course
- About Stuart Hite / Productive Computing
- Contacts Advanced
- Sales, Estimates, and Invoices
- QuickBooks Setup
- QuickBooks Contacts
- QuickBooks Invoices and Items
- Advanced Features
- Productive Computing Products and Services