OfficeCentral CRM

How to Add New Selections into CRM?
This selection section allows you to set your product category such as Account Type, Main Source and many more. For this CRM section, the first thing you n...
Thu, 18 May, 2017 at 3:00 PM
What is Pricebook Categories?
“Pricebook” categories are products or services categories which you offered to your customers. You will need to defined the suitable categories for your c...
Thu, 18 May, 2017 at 3:01 PM
What are the function of Key Performance Index/KPI in OfficeCentral?
This module is to individually assess the capability of a salesperson to achieve the target which have been determined in OfficeCentral system. To access t...
Thu, 18 May, 2017 at 3:02 PM
How Can You View Salesperson KPI?
1. Click on “Key Performance Indicators” and choose “KPIs Records”. 2. In this page, you can view a salesperson KPI record for a particular date. You can...
Thu, 18 May, 2017 at 3:02 PM
How to Add New List of Products or Items in Inventory?
Inventory is a list on number of items or products supply by the company. Inventory needs to be updated when there are new purchases and system will automat...
Thu, 18 May, 2017 at 3:06 PM
What is Account in Contact Book?
1. "Accounts" company (or individual) that has a sales opportunity. They may be past customers, or they may also be your potential customers. ...
Thu, 4 Apr, 2019 at 12:00 PM
How to view list Contacts?
“Contacts” are individuals who are within the network related to you “Accounts”. “Contacts” may be individuals or extended network other than your customer....
Thu, 4 Apr, 2019 at 12:05 PM
How to add group in Contact Book?
“Groups” is used to allow you to create groups according to their needs. For example, you have many customer, you can create group according to states or yo...
Thu, 4 Apr, 2019 at 12:09 PM
How to Create New Potential in OfficeCentral CRM
“Potentials” is a list of potentials projects or sales for your company. In example: Tender. 1.  You can see your company’s sales potential by selecting...
Thu, 25 May, 2017 at 10:44 AM
How to do dashboard in Invoicing ?
Dashboards in Invoicing allows user to view the overall company’s operation.
Mon, 27 May, 2019 at 12:32 PM