Knowledge Base

Find answers to all your BizCore questions and master every feature. Our knowledge base is packed with tips, tutorials, and expert guidance to help you get the most out of BizCore and take your business to the next level.
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Configure Features - Tasks Setup

Bizcore Tasks Setup in Configure Features Guide Access Task Settings 1. Log in to Bizcore with an admin account. 2. Go to the top navigation bar and click Setup. 3. Click Settings. 4. Under Configure Features, select Tasks. Configure Task Settings a) Limit Tasks Kanban Rows per Status Enter a...

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Configure Features - Accounts Setup

Bizcore Accounts Setup in Configure Features Guide Access Setup 1. Log in to Bizcore with an admin account. 2. Go to the top navigation bar, click Setup. 3. Select Settings. 4. Under Configure Features, click Accounts. Configure General Settings Here you will see several sections and options. Configure them as...

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Configure Features - Leads Setup

Bizcore Leads Setup Guide Leads represent potential clients or opportunities before they are converted into actual accounts. Configuring this section properly ensures smooth lead management, organized tracking, and efficient follow-ups. Follow these steps to configure leads in Bizcore: Access Leads Settings 1. Go to the Setup menu in Bizcore. 2....

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