Help & Support - Centrium CRM

Tasks 5

• 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?
• How to setup a task reminder?

Contacts 2

• Is it possible to group contacts?
• Can I add additional fields to contact's page?

Account management 9

• 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?

View all 9

Account / Billing 7

• 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?

View all 7

Notes and files 5

• 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?

Deals 3

• 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?

Security 3

• How secure is my data?
• Do You create backups of my data?
• How to enable cookies in your browser?

Integrations with other software 2

• Google Apps integration
• I would like to ingegrate Centrium with software "X" - what can I do?

Group operations (import, export, all bulk actions) 5

• How can I import contacts to Centrium
• 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?
• Is there a way to bulk / mass edit items?