Cocentric User Guides
We are building up a comprehensive library of subject specific how-to guides. This is the place to look for detailed instructions on the operation of your Cocentric software.
The first few guides are ready now, keep checking back as we add more over the coming weeks.
If you don't find the guide you're looking for yet, please use the forum and FAQ sections of the website for assistance using Cocentric.
Getting Started
If you are totally new to Cocentric, this guide will help you set up your system.
Getting Started With Cocentric >
One early use of Cocentric might be to manage your Sales Funnel.
Leads And Opportunities >
Me and My Work
Use Cocentric's appointments, actions and notes to build efficiencies in your day to day work.
Enter timesheet data and track staff time to specific jobs and activities.
Use sophisticated filtering to manage your contacts for export into marketing systems
User Guides coming soon ......
Customers and Sales
Managing your Sales Funnel is a crucial way to drive your business.
Leads And Opportunities >
Keep track of all your customers with Cocentric.
Customers >
Suppliers and Purchases
Manage all your suppliers and purchase order processing
User Guides coming soon ......
Staff and Departments
User Guides coming soon ......
Jobs and Projects
User Guides coming soon ......
Products and Stock
User Guides coming soon ......
Shared Files
User Guides coming soon ......
Reports
User Guides coming soon ......
Customising Cocentric
User Guides coming soon ......
Workflow Automation
User Guides coming soon ......
Cocentric and Sage
User Guides coming soon ......
Cocentric and Outlook
User Guides coming soon ......
