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info@centrix.one

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FAQ & videos

Getting started

Introduction to CentrixOne CRM

Dashboard

Intro to the dashboard module
How does the activity dashboard work?
Guide: pipeline dashboard
Guide: sales dashboard

Tasks

Intro to the tasks module
How to create a task?
How to manage tasks?
How do I add a note?
How does the activity dashboard work?
Can I assign a task to someone who does not have a user in my CentrixOne account ?

Contacts & accounts

How do I manage contacts and accounts?
How do I export contacts or accounts?
How do I create a custom field?
How do I add a note?

Opportunities

How do I manage opportunities?
How do I edit the opportunities’ labels (sales stages) ?
How do I export the list of opportunities ?
How to create a custom field in an opportunity?
How do I add a note?

Automations

How do I create an automation?
How to create an automated email?

Documents

How do I import a document?

Emails

How does the email marketing tool work?
How to create an automated email?
How to customize your emails using variables?
How do I comply with the Canada’s anti-spam legislation?

Forms

How to create a form?
How do I create my own questions for a survey ?
How do I modify a form that has already been created ?
If I modify a form already integrated in my website, will it be updated automatically ?
Can a form be bilingual ?
Can a captcha be added to a form ?
Can I link a form created on my website to my CentrixOne account ?
How do I integrate a CentrixOne form into my website on in an email?

Lists

How do I manage lists?

Users & permissions

How do I add a new representative ?
Why don’t I see the opportunities assigned to other users ?
Why do the opportunities associated with a certain sales stage disappear from the “Opportunities” module, but are still clearly visible in my contacts ?
How to manage users?
How do I change the username ?
How do I manage my plans?
How can I identify the owner of my CentrixOne account?
How do I create, rename or delete a role (user group) ?
How do I assign a role (user group) to a user ?
How to manage hierarchy and permissions?
How do I modify the hierarchy of users ?
How to manage permissions?

Self-service portal

How to use the self-service portal?

Data import

How do I import contacts?

QuickBooks synchronization

How does synchronization between QuickBooks and CentrixOne work?

Acomba synchronization

What is a primary contact ?
How do I secure an Acomba or QuickBooks Online list ?
How to hide an account in CentrixOne when it is deleted or inactive in your accounting system ?
What is synced between CentrixOne and Acomba ?
Are all the lists in my CentrixOne account synchronized with Acomba ?
How do I ensure that CentrixOne syncs properly with Acomba?
How to reset the sync service between CentrixOne and Acomba?
What is the difference between one-way and two-way synchronization for Acomba and what are the security levels associated with it ?
How do I determine which synchronization mode is active between CentrixOne and Acomba ?
How do I change my synchronization mode between CentrixOne and Acomba ?
Is it possible to synchronize customers, but not quotes, orders and invoices from Acomba ?
Can I create an account directly in CentrixOne, and then synchronize it in Acomba ?
How do I change the name of my representatives when my CentrixOne account is synchronized with Acomba ?
What can be configured in the Acomba synchronizer ?
How do I check the status of the Acomba synchronization service ?
What value is used to sync information between CentrixOne and Acomba ?
How do I update my Acomba synchronizer?
How can I repair synchronization between CentrixOne and Acomba when the source folder path has been moved or changed?

Mailbox synchronization

Guide: sync your mailbox

Sender's email address

Guide: modify the sender’s email address
Guide: configure your DNS system to allow emails to be sent with your domain name via CentrixOne

SMS

How does the SMS (text messaging service) option work in the CentrixOne CRM?

IP telephony

Are the telephone fields in CentrixOne compatible with IP telephony ?

System

Guide: CentrixOne API
Are there automatic backups of my CentrixOne database ?

Home
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Tasks

Intro to the tasks module

Video tutorial

1 min 12 s

Intro to the tasks module

Grow your business with an all-in-one sales and marketing CRM solution.

CentrixOne powers small and medium size enterprises (SMEs) in Canada, Quebec and France. Simple. Intuitive. Affordable. Simplified pipeline and prospection. Intuitive interface. Proudly Canadian. All data stored in Canada. Service in French and English.

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Products

CRM
CRM QuickBooks
CRM Acomba
Email marketing
Automation
Pricing
CRM services

CRM
CRM QuickBooks
CRM Acomba
Email marketing
Automation
Pricing
CRM services

Industries Industries

Industries

CRM for consumer services (B2C)
CRM for services to businesses (B2B)
CRM for construction
CRM for manufacturing
CRM for engineering
CRM for golf & resorts
CRM for RCMS & public administrations
CRM for real estate
CRM for technologies

CRM for consumer services (B2C)
CRM for services to businesses (B2B)
CRM for construction
CRM for manufacturing
CRM for engineering
CRM for golf & resorts
CRM for RCMS & public administrations
CRM for real estate
CRM for technologies

Resources Resources

Resources

Customer care centre
What’s new
Blog
News
FAQ, tutorials & webinars
Terms of use
Privacy policy

Customer care centre
What’s new
Blog
News
FAQ, tutorials & webinars
Terms of use
Privacy policy

Assistance Assistance

Contact

1.866.655.5101
info@centrix.one

1.866.655.5101
info@centrix.one

1.866.655.5101
info@centrix.one

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