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Products
Pricing
Email marketing
CRM
QuickBooks CRM
Acomba CRM
CRM services
White label CRM
Industries
Services to businesses (B2B)
Construction & manufacturing
Technologies
Consumer services (B2C)
Engineering
RCMS & public administrations
Real estate
Golf & resorts
Resources
Blog
News
FAQ, tutorials & webinars
Customer care centre
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1.866.655.5101
info@centrix.one
1.866.655.5101
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Settings
Settings
Can I view the emails of other users in the CentrixOne CRM?
Guide: configure your DNS system to allow emails to be sent with your domain name via CentrixOne
How do I assign a role (user group) to a user ?
How do I avoid creating duplicates when importing an Excel file ?
How do I change the username ?
How do I create, rename or delete a role (user group) ?
How do I manage permissions?
How do I modify the hierarchy of users ?
Can I update contact and account information via an Excel file ?
How to prepare the Excel file and then import the data?
How to use the self service portal?
How to manage hierarchy and permissions?
How to manage permissions?
How to manage users?
What does the information we enter into the “Settings/emails” module correspond to in the “Company info and logo” and “Unsubscribe” sections ?
Will I be able to keep my data in my CentrixOne account if I synchronize it with a new accounting system ?
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