FAQ & videos
Video tutorials
- Guide: reassign an opportunity
- Welcome to CentrixOne CRM
- How to use the self service portal?
- Intro to the dashboard module
- Intro to the tasks module
- Intro to the contacts module
- Intro to the opportunities module
- Intro to the accounts module
- Intro to the emails 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
- How to sync Google Analytics with CentrixOne?
- How to sync QuickBooks with CentrixOne?
- How to manage hierarchy and permissions?
- How to manage users?
- How to manage opportunities?
- How do I edit the opportunities’ labels (sales stages) ?
- How to use the documents module?
- How to embed a form in an email ?
- How do I create an opportunity?
- How do I synchronize my email address and calendar with my CentrixOne account ?
