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CORE Knowledge Library

Follow the links for step-by-step instructions

  1. Integrating Gmail & Outlook and Creating an Email Signature with CORE
  2. How to Use Tags to Organize Contacts During Contact Upload in CORE
  3. Updating Your Business Profile in CORE
  4. How To Log in the CORE Platform
  5. Core CRM Homepage Overview
  6. Adding Policies into CORE
  7. Uploading Existing Contacts to CORE

  1. Creating and Managing Contact Groups in CORE
  2. Add a New Contact in CORE CRM
  3. CORE Contact Sunfire Integration
  4. CORE Contacts that Share an Email
  5. Adding the Power of Attorney Field into CORE

  1. Existing Automations in CORE
  2. How to Create a CORE Automation
  3. CORE AI Functionality
  4. CORE New Lead Workflow Automation

  1. Scheduling Broadcasts to a Contact Group
  2. Newsletters in CORE Overview
  3. CORE: How to Send Communications to Contacts Who Share an Email
  4. How to Send an Email in CORE From the Contacts Page
  5. How to Create a Subscription List in CORE
  6. How to Create a New Form in CORE
  7. How To Access Email Engagement Metrics
  8. Modifying the Fact Finder Form In CORE
  9. How to Update Forms in CORE
  10. How to Add Custom Links to Emails in CORE

  1. Homepage Customization and Visual Data Integration
  2. Customizing your CORE Toolbar
  3. How to Add a Files Section to CORE Contacts

  1. Scheduling Activities and Adding Activities in CORE

  1. How to Assign Contacts to Other Agents in CORE
  2. Tracking Agency Activity in CORE with Charts & Graphs
  3. Adding Team Members, Roles, Permission Groups in CORE