OfficeCentral CRM
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
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
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
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
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
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
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
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
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
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