-
Lost Estimates
When an Estimate is marked Lost, it stays on the Estimates list. You can sti...
-
How to Set Up Dashboards and Widgets
In CoreBridge, a Dashboard is a customizable overview where you can gather a...
-
Lost Estimates
When an Estimate is marked Lost, CoreBridge keeps the record for reference, ...
-
Dashboard vs Financial Monitor
On Home > Dashboard in Legacy (and the matching Dashboard area in Evo), y...
-
S&S Activewear
The S&S Activewear integration connects CoreBridge to your S&S Activ...
-
Customer Import Process
When you go live with CoreBridge, you’ll have two options for managing your ...
