How to start your installation?

Find our practical guide to begin your installation with peace of mind.

Basic Profile Setup

Once logged into the Centiva CRM application, you will be directed to the dashboard. In the left menu, navigate to the "My Profile" page of the company by clicking on "Settings".

1. Verification and Update of Profile Information
  1. Personal Data
    
    Verify your personal data information and update as necessary. This is also where you can configure the platform language.
  2. Email Signature Configuration
    
    This is where you can copy/paste your digital signature. Remember to activate the option "Enable signature on all outgoing messages" and check the box "Include this signature before quoted text in replies".
  3. Connecting to Google/Outlook Account
    Please refer to this article.
  4. Updating Availability Hours
    Effective management of your availability hours is crucial. This ensures that your clients and prospects can reach you at their convenience, thereby enhancing customer satisfaction and potentially improving conversion rates.
    
    This section allows you to select the days of the week and time slots during which you are available.
  5. Notifications
    
    Please refer to this article.
  6. Downloading the Mobile Application
    Click on the Apple App Store or Google Play download link.
    The application will download and install automatically on your device. You can then log in using your CRM credentials.