OfficeCentral CRM

What is Express View in Invoicing inside CRM OfficeCentral?
“Express View” allows you to view “Invoicing” process flow either in Quotation process or others. 1. Go to “Invoicing” and select “Express View”. 2....
Thu, 4 Apr, 2019 at 12:30 PM
What is invoice process flow?
                                                                                     Invoicing process flow
Thu, 18 May, 2017 at 3:15 PM
How to add new Quotations in CRM OfficeCentral?
1. “Quotations”is a document which you send to potential customer to quote the price of your product. It is also known as quotations. 2. Click on “Invoi...
Thu, 4 Apr, 2019 at 12:49 PM
How to change the status of invoices in CRM as paid?
For user information, the status of invoice can be change to paid by generate receipt. Please follow the step below: User need to click generate receipt ...
Thu, 18 May, 2017 at 3:17 PM
How to finalize invoice in CRM?
Please follow the step below: Go to CRM menu > Invoicing > Invoices > click View list. When you click view list it will come out the page below: ...
Thu, 18 May, 2017 at 3:18 PM
What is the function of Dashboard KPI?
Dashboard KPI is used to view KPI for the sales achieved by each of the staff in the company. Select “Dashboard KPI” and you will see the target and actu...
Thu, 18 May, 2017 at 3:19 PM
What is the 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 of stock and system wil...
Thu, 18 May, 2017 at 3:20 PM
What is Lead in Contact Book ?
1. “Leads” is sales opportunity (company or individual) gathered from multiple resources during the marketing process. For example: Exchange of business car...
Thu, 4 Apr, 2019 at 3:54 PM
How to Create a Meeting Inside OfficeCentral CRM?
“Meeting” enables a company to record every future meeting. 1. Select “Meetings” in “Communication” and click “My Meetings”. 2. You can add “Meeting...
Thu, 18 May, 2017 at 3:21 PM
How to creating a phone call in OfficeCentral?
1. Click on “COMMUNICATIONS”, select “PHONE CALL” then click “VIEW LIST” to view the overall list of phone calls. Click on ‘MY LIST’ to view ‘PHONE CALLS’ l...
Thu, 4 Apr, 2019 at 4:03 PM