CentralStationCRM help
All Categories Contacts & Companies

If you find that you have a person or company twice in your CentralStationCRM account, you can simply summarize. This means that all entries of...

published on December 14, 2022

Duplicates are a common problem in CRM software. Usually they find their way through a file import into the system and there they then stay...

published on December 14, 2022

How can I bring together individual duplicates?To summarize individual duplicates (contacts or firms) you can go to the page of the person or company, find...

published on December 14, 2022

If you have been using tags to filter your contacts, you can edit these in series one after the other, without having to jump back...

published on December 14, 2022

You can create a picture of each person and company, which is then displayed at the top left of the page of the person /...

published on December 14, 2022

In many companies the responsibility for certain persons and companies is divided among the sales staff. By doing this it is possible to avoid people...

published on December 14, 2022

To merge individual duplicates of persons or companies, you can go to the page of the person or company, edit them and then combine the...

published on December 14, 2022

If you are in doubt having partially unused or simply unedited contacts in your CRM, then the sorting of the person or company list may...

published on December 14, 2022

Yes, you can create connections from you or your colleagues to contacts or in contacts. To do this, go to the page of one of...

published on December 14, 2022

published on December 14, 2022

On the page of each person, company or of offers or projects, you can add your notes and comments in the large text field on...

published on December 14, 2022