Help & Support - Centrium CRM
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How to use task's to improve My company workflow
What are task types for?
How to assign tasks to someone else?
Can i attach additional notes and files to tasks?
Is it possible to group contacts?
Can I add additional fields to contact's page?
How to personalize Centrium?
Can i change how often I receive e-mail notifications from Centrium?
How to set up user groups?
What counts to my data storage limit ?
Is there a way to limit access to certain sensitive data?
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Account / Billing
How does 30 day trial work? Is one user really free forever?
How to set up Centrium subscription - step by step instruction
How to modify my current Centrium subscription
How much will I be billed and when?
What happens if I change my plan in the middle of billing cycle?
See all 7 articles
Notes and files
Notes overview / How to use notes?
How to group / filter notes, are there different note types?
How to upload files and search for them?
Attaching notes to contacts / deals / tasks
Notifications - how to stay on top of important events?
How to manage deals, how can I define deal value or track its progress?
What is the meaning of deal status and deal phase?
Can i create Deals in other currencies? How to change default currency?
How secure is my data?
Do You create backups of my data?
How to enable cookies in your browser?
Integrations with other software
Google Apps integration
I would like to ingegrate Centrium with software "X" - what can I do?
Group operations (import, export, all bulk actions)
How can I import contacts to Centrium
Is there a way to export contacts?
Is my data safe when i cancel my subscription?
How secure is my data. Is there a way to create data backup?
What does message like "why not all tasks were processed?" mean?