Welcome to our Knowledge Base! Here, you will find material to help you navigate our platform. Whether you’re just getting started with the platform or are looking to deepen your understanding, the Knowledge Base is your go-to resource. This hub contains many articles and step-by-step guides to help you make the most out of every feature. We’ve got you covered if you’re troubleshooting an issue or exploring advanced functionality.

What You’ll Find in Our Knowledge Base #

Getting Started #

New to the platform? No worries! We have tons of overviews that will help you understand the basics of the platform. With articles like:

• General CRM Overview
• Settings: Integrations
• Dashboard Overview

How-To Articles #

Each section contains detailed, step-by-step instructions for a wide range of tasks. From managing user permissions to customizing your dashboard, you’ll find guides to help you become proficient with the software. Examples include:

• How To Send & Schedule Emails with Email Campaigns
• Setting Up Sub-Domains
• How to Reset Your Password Through My Profile & My Staff

Troubleshooting & FAQs #

Have a question or encountered a problem? Many of our articles contain troubleshooting tips. We address common issues and provide solutions to help you get back on track. We’ve also compiled answers to frequently asked questions (FAQs).

Advanced Features #

Ready to unlock the full potential of the platform? Our Knowledge Base dives into more sophisticated tools and capabilities ready for you to explore as you make your way into the platform.

Stay Updated #

We regularly update the Knowledge Base with new articles as we add features and enhancements to the platform. Be sure to check back often for the latest updates and best practices.

With the Knowledge Base, you’ll always have the resources you need at your fingertips. Dive in and start exploring today!

Frequently Asked Questions #

What is the Knowledge Base? #

The Knowledge Base is our central hub of articles and step-by-step guides for the platform. It’s designed to help you navigate features, troubleshoot issues, and explore advanced functionality — whether you’re brand new or an experienced user.

I’m brand new to the platform — where should I start? #

Start with the Getting Started articles, such as the General CRM Overview, Settings: Integrations, and Dashboard Overview. These cover the basics and give you a solid foundation before moving on to more advanced topics.

Where can I find step-by-step instructions for specific tasks? #

Look in the How-To Articles. They walk through common tasks — like sending and scheduling email campaigns, setting up sub-domains, or resetting your password — with detailed, step-by-step guidance.

What should I do if I run into a problem or have a question? #

Check the Troubleshooting & FAQs content. Many articles include troubleshooting tips for common issues, and we’ve compiled answers to frequently asked questions. If you’re still stuck, the CORE CONNECT team is here to help.

Does the Knowledge Base cover advanced features? #

Yes. Beyond the basics, the Knowledge Base dives into more sophisticated tools and capabilities so you can unlock the platform’s full potential as you grow more comfortable with it.

How often is the Knowledge Base updated? #

We update it regularly as we add features and enhancements to the platform. Check back often for the latest articles, updates, and best practices.