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White label CRM

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FAQ & videos

Webinars

How to create a form?
Introduction to CentrixOne CRM
Guide: master the email marketing tool

Dashboard

Intro to the dashboard module
Guide: activity dashboard
Guide: pipeline dashboard
Guide: sales dashboard

Tasks

Intro to the tasks module
How to create a task?
How to manage tasks?
Guide: add a note
Guide: activity dashboard
How do I advance my tasks visually ?
What is an iCal invitation ?
Can I assign a task to someone who does not have a user in my CentrixOne account ?

Contacts

Guide: can a contact be re-associated with another account?
Intro to the contacts module
Guide: create a contact or account
Guide: edit a contact or account
Guide: delete a contact or account
Guide: search for a contact or account
Guide: filter contacts or accounts
Guide: export a list of contacts or accounts
Guide: add a note
Guide: search the CRM to Enhance a contact’s file
What format should we use for writing phone numbers ?
Can I transfer a contact profile field to an account or vice versa ?
Can we take a picture of a professional card (business card) and automatically upload the information to CentrixOne ?
How to manage contacts and accounts in CentrixOne CRM?
What is a primary contact ?
How do I modify a primary contact ?
Why do I see the same contact multiple times (duplicates) ?
Can a contact be in more than one list at the same time ?
How do I add a new representative ?
How do I customize the display of information in the contact or account list ? (multi-column)
How do I create a custom field?
How do I find a contact’s ID (identifier) ?
Do we have to respect special characters (accents, hyphens, etc.) during a search ?
How do I hide a profiling field ?
How do I move a contact to another list ?
How do I copy an account and all the contacts associated with this account to another list ?
Can a contact be linked to several accounts at the same time ?
How do I add an account number to a contact ?
How do I unlink a contact from an account ?
How do I restrict access to contacts so that representatives only see their assigned contacts ?
What is the purpose of the “relationship” section in a contact card ?
How do I sort contacts ?

Opportunities

Intro to the opportunities module
How do I create an opportunity?
Can we filter opportunities by a specific contact or account?
Guide: reassign an opportunity
How to manage opportunities?
Guide: add a note
Is it possible to save filters in the “opportunities” module ?
How do I export the list of opportunities ?
Is it possible to have custom fields common to all opportunities ?
Can opportunities be filtered based on their custom fields ?
How do I find the ID (identifier) of an opportunity ?
What is the principle behind the display order of opportunities ?
How do I edit the opportunities’ labels (sales stages) ?
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 ?

Accounts

Intro to the accounts module
Guide: create a contact or account
Guide: edit a contact or account
Guide: delete a contact or account
Guide: search for a contact or account
Guide: filter contacts or accounts
Guide: export a list of contacts or accounts
Guide: add a note
How to manage contacts and accounts in CentrixOne CRM?
Can I transfer a contact profile field to an account or vice versa ?
What format should we use for writing phone numbers ?
Can we take a picture of a professional card (business card) and automatically upload the information to CentrixOne ?
How do I move an account and all its contacts to another list at the same time ?
How do I copy an account and all the contacts associated with this account to another list ?
How do I remove an account and all the contacts associated with that account from a list ?
How do I customize the display of information in the contact or account list ? (multi-column)
How do I create a custom field?
How do I hide a profiling field ?
How to hide an account in CentrixOne when it is deleted or inactive in your accounting system ?

Automations

Guide: create an automation
Can the same automation be triggered on multiple lists at the same time ?
Can I have an automation triggered in a specific number of months ?
Can an automation be triggered on an opportunity profiling field ?
Can an automation be triggered on a task ?

Documents

How to use the documents module?
Where are the elements imported in the “documents” module saved ?
What is the cloud storage capacity associated with the “documents” module ?
What is the maximum file size that can be imported into the “Documents” module ?
What types of files can be imported into the “Documents” module ?
What file types can be viewed via CentrixOne without having to download them ?
Is there a character limit when naming a file ?

Emails

Intro to the emails module
Guide: master the email marketing tool
Is it possible to see all the emails sent via the contact files ?
What variables are available in CentrixOne?
How do I add a checkbox allowing a person to accept specific conditions ?
How do I add animation to an email ?
If a contact clicks on the link to unsubscribe, will it count in the points calculation ?
Do you have to be logged into CentrixOne for a pre-scheduled email to be sent on the scheduled date and time ?
What is a CASL permission ?
How do I add a CASL permission ?
Can a CASL permission be modified or removed after its creation ?

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 to determine whether to create a list or a custom field?
How do I create a list ?
How to manage contacts and accounts in CentrixOne CRM?
How do I manage access permissions to a list ?
How do I import a prospect list generated by a Facebook ad ?
How do I secure an Acomba or QuickBooks Online list ?

Users & permissions

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

Do you have a template for data import?
How to prepare the Excel file and then import the data?
How do I avoid creating duplicates when importing an Excel file ?
Can I update contact and account information via an Excel file ?
Which Excel file extension should I use for importing data ?
What date format should I use when importing dates into CentrixOne ?

QuickBooks synchronization

How to sync QuickBooks with CentrixOne?
How do I ensure that CentrixOne syncs properly with QuickBooks?
Is CentrixOne available in QuickBooks Online apps ?
What is the difference between one-way and two-way synchronization for QuickBooks and what are the security levels associated with it ?
How do I determine which synchronization mode is active between CentrixOne and QuickBooks ?
What is synced between CentrixOne and QuickBooks ?
Do all of the lists in my CentrixOne account sync with QuickBooks ?
How do I change my synchronization mode between CentrixOne and QuickBooks ?
Can I create an account directly in CentrixOne and then sync it to QuickBooks ?
What value is used to sync information between CentrixOne and QuickBooks ?

Acomba synchronization

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
How to get my API key and CentrixOne account number ?
Are there automatic backups of my CentrixOne database ?
Is CentrixOne compatible with Epicor ERP ?

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Contacts

Intro to the contacts module

Video tutorial

1 min 27 s

Intro to the contacts module

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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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Industries Industries

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

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Resources

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

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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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