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Core CRM Pro (version 1)

Core CRM Pro (version 1)

Version one of the Core CRM Pro FileMaker CRM template.

Installing Core CRM Pro for Windows or Mac
Adding Users to Core CRM Pro
Removing Users from Core CRM Pro
Setting Up QuickBooks with Core CRM Pro
Importing QuickBooks Items, Taxes, Customers and Vendors
Adjusting Taxes in Core CRM Pro
Adjusting Items in Core CRM Pro
Pushing Contacts to QuickBooks from Core CRM Pro
Pushing Invoices to QuickBooks from Core CRM Pro
Creating a Recurring Event
Organizing with Event Categories
Simple Item Inventory Management
QuickBooks Statuses