OfficeCentral CRM

How to Setup Pricebook Categories And Pricebook.
Next is you need to setup Pricebook Categories and Pricebook. Pricebook is the listing of products available in the company along with the products informat...
Tue, 16 Jun, 2020 at 12:46 PM
How to view each individual pricebook mapping
1. To access this page, go to “CRM”, select “PRICEBOOKS” and click on “VIEW LIST”. 2. After you have clicked the button “VIEW LIST”. You will see this p...
Tue, 16 Jun, 2020 at 12:56 PM
How to setup Base Selections Entities in CRM
The first setup is set the base selections entities section. It allows you to set your item category such as Account Type, Lead Source and many more. For th...
Tue, 16 Jun, 2020 at 2:41 PM
Are they able to see others sales person’s sales info?
For "Yes" answer : If sales person is make their own sales in "Overall" section. other sales person can see their sales. For &...
Fri, 8 Jan, 2021 at 10:25 AM
Is CRM important to implement in a company/business and why?
Answer : Of course CRM is important to be implemented in a business. Can you imagine a business without any customer?  Reason : The CRM platform is a mo...
Fri, 15 Jan, 2021 at 5:10 PM
What are the differences of CRM and Accounting modules?
Answer :  CRM ACCOUNTING Made for sales team. Made for accountant A person can be our potential customer or existing customer. Only r...
Fri, 15 Jan, 2021 at 5:18 PM
In what situations do we use CRM instead of Accounting?
Answer : Inside accounting we cant create quotation so we should use CRM instead. Also we use CRM to keep customer detailed information.   For more info...
Fri, 15 Jan, 2021 at 5:49 PM
How to group customers by group like tuition center, there are students who take specific subject & whole subject although intake is different.
1. You can categorize the student based on their subjects and Intake at CRM > Contact Book > Group > Add New. Example: Bahasa Melayu Batch 1 Ja...
Fri, 15 Jan, 2021 at 6:03 PM
Does OC's CRM module provide analytical functionalities? And how do we use them?
1.If you want to see the reports by sales projection can be find at CRM > Dashboard > Sales Summary. 2.If you want to see based on Invoicing ...
Fri, 15 Jan, 2021 at 6:13 PM
Can the system add the inventories in bulk ?
Answer : For now OfficeCentral system does not provide that method. This system not been able to perform Bulk Add in inventory because this system follows p...
Tue, 19 Jan, 2021 at 11:58 AM