OfficeCentral CRM

CRM Configurations - Company Settings
This module allows users to configure important CRM system settings such as reference number format, email automation, invoice behaviour, tax report setting...
Wed, 25 Mar, 2026 at 3:45 PM
CRM Configurations - Base Selection Entities
This module allows users to add, edit, or delete predefined options for various CRM entities such as Potential Types, Task Status, Lead Status, Lead Type, L...
Mon, 16 Mar, 2026 at 2:52 PM
CRM Configurations - Payment Methods
This module allows you to configure the payment methods your company accepts in CRM (Receipts) and POS module.  ? Where to Access CRM ? Where to Acces...
Mon, 16 Mar, 2026 at 2:51 PM
CRM Configurations - Phone Call Categories
The Phone Call Categories module allows users to create, manage, and organize types of phone calls. These categories are useful to classify and report o...
Mon, 16 Mar, 2026 at 2:50 PM
CRM Configurations - Industry
The Industry module allows users to manage industry categories used in the CRM system. This makes it easier to organize records, filter data, and generate i...
Mon, 16 Mar, 2026 at 2:49 PM
CRM Configurations - Meeting Categories
The Meeting Categories module allows users to create and manage categories used when scheduling meetings and movements in the CRM system. These categories h...
Mon, 16 Mar, 2026 at 3:10 PM
2.0 Contact Book Overview (Leads, Accounts and Contacts)
The Contact Book in the CRM module is used to manage all people and companies your business interacts with, including potential customers, existing customer...
Tue, 17 Mar, 2026 at 3:31 PM
2.1 How to Manage Leads
This guide shows how to add, view, edit, and delete leads in OfficeCentral. Leads represent potential customers or prospects who have not yet become full ac...
Wed, 18 Mar, 2026 at 10:12 AM
2.1.1 How to Reassign Leads
This guide explains how to assign or reassign leads to another user in OfficeCentral. Assigning leads helps ensure the right salesperson or team member is r...
Wed, 18 Mar, 2026 at 10:40 AM
2.1.2 How to Convert Lead to Account
A Lead should be converted when the prospect has become a confirmed customer, supplier, or business partner, so that you can proceed with financial transact...
Wed, 18 Mar, 2026 at 10:39 AM