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Core CRM Pro (version 1)

Adding Users to Core CRM Pro

Last updated on 04 Nov, 2025

Users are added in the Core CRM Pro Preferences section. To add a new user to access the Core CRM Pro, perform the following steps: 

 

1) Navigate to the Preferences module in Core CRM Pro 
2) Click on “User Accounts” 
3) Click the “+” icon in the Account portal 
4) Provide the username and password in the dialog text fields 
5) Confirm the password by entering it a second time in the Confirm Password field 
6) Click “Submit” 

 

If the account is successfully created, the Core CRM Pro can now be accessed by that account! 

 

Course Link:

 

https://www.productivecomputinguniversity.com/courses/core-crm-pro-training

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