CentrixOne User Guide | CentrixOne Help Center

Sales Team Essentials

Managing Contacts

How to stay in touch with your customers at all times with CentrixOne

Written by Team CentrixOne
Updated over a week ago

Managing accounts

How to keep an eye on your client accounts with CentrixOne

Written by Team CentrixOne
Updated over a week ago

Managing Tasks

How to stay on top of your business with CentrixOne

Written by Team CentrixOne
Updated over a week ago

Managing Opportunities

How to keep track of your sales with CentrixOne

Written by Team CentrixOne
Updated over a week ago

Using the Documents Vault

How to maintain an effective database for your CRM with CentrixOne

Written by Team CentrixOne
Updated over a week ago

Marketing Team Essentials

The Dashboard

Learn how to quickly visualize the state of your business thanks to CentrixOne

Written by Team CentrixOne
Updated over a week ago

Introduction to Emailing

Introduction to emails with CentrixOne

The basics of email management

Written by Team CentrixOne
Updated over a week ago

Writing a new email

Creating an email quickly

Written by Team CentrixOne
Updated over a week ago

The steps for sending emails

Sending emails with CentrixOne

Written by Team CentrixOne
Updated over a week ago

Monitoring your emails

How to view statistics on sent emails

Written by Team CentrixOne
Updated over a week ago

Using the Email Editor

Building the structure of an email

How to design emails with the editor

Written by Team CentrixOne
Updated over a week ago

Editing row properties

Editing row properties with the editor

Written by Team CentrixOne
Updated over a week ago

Row properties vs. element properties

How to modify row/element properties

Written by Team CentrixOne
Updated over a week ago

What are borders?

Working with borders in the email editor

Written by Team CentrixOne
Updated over a week ago

Web Forms

Creating web forms

Web form editor basics

Written by Team CentrixOne
Updated over a week ago

Personalizing fields

How to personalize fields in the forms

Written by Team CentrixOne
Updated over a week ago

Customizing form settings

How to customize the form overall, the “Submit” button and the confirmation message

Written by Team CentrixOne
Updated over a week ago

Exporting a form

How to use your forms once they’re completed

Written by Team CentrixOne
Updated over a week ago

Configuration Guide

Managing Users, Roles and Permissions

How to effectively control your business with CentrixOne

Written by Team CentrixOne
Updated over a week ago

Managing Custom Fields

How to make the management of customers and contacts even more efficient and easy for your users

Written by Team CentrixOne
Updated over a week ago

Importing Your Data

How to link your preexisting contact list to your CentrixOne account

Written by Team CentrixOne
Updated over a week ago

Managing Revenue Types and Custom Labels

How to customize CentrixOne to accurately represent your business

Written by Team CentrixOne
Updated over a week ago

Configuring Your DNS

How to integrate your email address into CentrixOne

Written by Team CentrixOne
Updated over a week ago

Accessing Google Analytics Directly from CentrixOne

How to quickly view useful information about your website, for marketing purposes, directly in CentrixOne

Written by Team CentrixOne
Updated over a week ago

Quickbooks

QuickBooks Synchronization

How to activate CentrixOne – QuickBooks synchronization

Written by Team CentrixOne
Updated over a week ago

QuickBooks synchronization deactivation

You've just deactivated the QuickBooks synchronization

Written by Team CentrixOne
Updated over a week ago