OfficeCentral CRM
This guide explains how to add, view, edit, and delete phone calls in CRM. Phone Calls help you track communication history with leads, and contacts for...
Wed, 25 Mar, 2026 at 11:25 AM
“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
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
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
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
“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
“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
Dashboards in Invoicing allows user to view the overall company’s operation.
Mon, 27 May, 2019 at 12:32 PM
“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
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