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CentrixOne User Guide
CentrixOne User Guide
English Version
28 articles in this collection
Written by
Équipe CentrixOne
and
Team CentrixOne
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
Synchronize your emails
Written by
Équipe 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
Advanced features
Email visibility
This advanced functionality provides an overview of communications with a customer or prospect.
Written by
Team CentrixOne
Updated over a week ago