{"id":9355,"date":"2021-08-23T11:33:06","date_gmt":"2021-08-23T15:33:06","guid":{"rendered":"https:\/\/www.centrix.one\/?page_id=9355"},"modified":"2026-01-30T11:10:52","modified_gmt":"2026-01-30T16:10:52","slug":"crm-academy","status":"publish","type":"page","link":"https:\/\/www.centrix.one\/en\/crm-academy\/","title":{"rendered":"Categories"},"content":{"rendered":"\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

CentrixOne Academy<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\n\t
\n\t\n\t
\n\t\t
\n\t\t\t\n\t\t\t\t\n\t\t\t\t\t<\/path>\n\t\t\t\t<\/g>\n\t\t\t<\/svg>\n\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t\n\n\t\n\t\t\n\n\t
\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Getting started<\/h2>

\n\tLast Updated: January 24, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Dashboard<\/h2>

\n\tLast Updated: June 17, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Tasks<\/h2>

\n\tLast Updated: June 17, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Contacts & accounts<\/h2>

\n\tLast Updated: February 3, 2025<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Opportunities<\/h2>

\n\tLast Updated: July 24, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Automations<\/h2>

\n\tLast Updated: June 17, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Documents<\/h2>

\n\tLast Updated: June 6, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Emails<\/h2>

\n\tLast Updated: July 25, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Forms<\/h2>

\n\tLast Updated: June 17, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Lists<\/h2>

\n\tLast Updated: June 17, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Users & permissions<\/h2>

\n\tLast Updated: August 13, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Self-service portal<\/h2>

\n\tLast Updated: December 4, 2023<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Data import<\/h2>

\n\tLast Updated: June 4, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

QuickBooks synchronization<\/h2>

\n\tLast Updated: August 13, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Acomba synchronization<\/h2>

\n\tLast Updated: June 12, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Mailbox synchronization<\/h2>

\n\tLast Updated: December 18, 2023<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

Sender's email address<\/h2>

\n\tLast Updated: March 21, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

SMS<\/h2>

\n\tLast Updated: December 8, 2023<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

IP telephony<\/h2>

\n\tLast Updated: December 4, 2023<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\n\n\t

\n\t\t\n
\n\t
\n\t\t\n
\n\t\"\"<\/span><\/div>\n

System<\/h2>

\n\tLast Updated: June 17, 2024<\/p>\n\n<\/div>\t<\/div>\n<\/div>\n\t<\/div>\n<\/a>\n\t<\/div>\n\t\t

<\/div>\n\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

CentrixOne Academy Getting started Last Updated: January 24, 2024 Dashboard Last Updated: June 17, 2024 Tasks Last Updated: June 17, 2024 Contacts & accounts Last Updated: February 3, 2025 Opportunities Last Updated: July 24, 2024 Automations Last Updated: June 17, 2024 Documents Last Updated: June 6, 2024 Emails Last Updated: July 25, 2024 Forms Last … Lire plus<\/a><\/p>\n","protected":false},"author":34,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-9355","page","type-page","status-publish","hentry"],"yoast_head":"\nAcademy | CentrixOne<\/title>\n<meta name=\"description\" content=\"CentrixOne is the all-in-one CRM and marketing solution. Have a question? Check our FAQ for help and support or contact-us.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.centrix.one\/en\/crm-academy\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Categories\" \/>\n<meta property=\"og:description\" content=\"CentrixOne is the all-in-one CRM and marketing solution. Have a question? Check our FAQ for help and support or contact-us.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.centrix.one\/en\/crm-academy\/\" \/>\n<meta property=\"og:site_name\" content=\"CentrixOne\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CentrixOne\/\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-30T16:10:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.centrix.one\/wp-content\/uploads\/crm-centrixone-icone-webinaires-1-1.svg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@Grow_CentrixOne\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.centrix.one\/en\/crm-academy\/\",\"url\":\"https:\/\/www.centrix.one\/en\/crm-academy\/\",\"name\":\"Academy | CentrixOne\",\"isPartOf\":{\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.centrix.one\/en\/crm-academy\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.centrix.one\/en\/crm-academy\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.centrix.one\/wp-content\/uploads\/crm-centrixone-icone-webinaires-1-1.svg\",\"datePublished\":\"2021-08-23T15:33:06+00:00\",\"dateModified\":\"2026-01-30T16:10:52+00:00\",\"description\":\"CentrixOne is the all-in-one CRM and marketing solution. Have a question? Check our FAQ for help and support or contact-us.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.centrix.one\/en\/crm-academy\/#breadcrumb\"},\"inLanguage\":\"en-CA\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.centrix.one\/en\/crm-academy\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/www.centrix.one\/en\/crm-academy\/#primaryimage\",\"url\":\"https:\/\/www.centrix.one\/wp-content\/uploads\/crm-centrixone-icone-webinaires-1-1.svg\",\"contentUrl\":\"https:\/\/www.centrix.one\/wp-content\/uploads\/crm-centrixone-icone-webinaires-1-1.svg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.centrix.one\/en\/crm-academy\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.centrix.one\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Categories\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#website\",\"url\":\"https:\/\/www.centrix.one\/en\/fr-fr\/\",\"name\":\"CentrixOne\",\"description\":\"CRM et marketing \u00ab tout-en-un \u00bb. Simple. Intuitive. Abordable.\",\"publisher\":{\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.centrix.one\/en\/fr-fr\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-CA\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#organization\",\"name\":\"Centrix.One\",\"url\":\"https:\/\/www.centrix.one\/en\/fr-fr\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#\/schema\/logo\/image\/\",\"url\":\"\",\"contentUrl\":\"\",\"caption\":\"Centrix.One\"},\"image\":{\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/CentrixOne\/\",\"https:\/\/x.com\/Grow_CentrixOne\",\"https:\/\/www.linkedin.com\/company\/centrixone\",\"https:\/\/www.youtube.com\/channel\/UCzB7G3xsmsD8XHTDm3KhVuQ\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Academy | CentrixOne","description":"CentrixOne is the all-in-one CRM and marketing solution. Have a question? Check our FAQ for help and support or contact-us.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.centrix.one\/en\/crm-academy\/","og_locale":"en_US","og_type":"article","og_title":"Categories","og_description":"CentrixOne is the all-in-one CRM and marketing solution. Have a question? Check our FAQ for help and support or contact-us.","og_url":"https:\/\/www.centrix.one\/en\/crm-academy\/","og_site_name":"CentrixOne","article_publisher":"https:\/\/www.facebook.com\/CentrixOne\/","article_modified_time":"2026-01-30T16:10:52+00:00","og_image":[{"url":"https:\/\/www.centrix.one\/wp-content\/uploads\/crm-centrixone-icone-webinaires-1-1.svg","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_site":"@Grow_CentrixOne","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.centrix.one\/en\/crm-academy\/","url":"https:\/\/www.centrix.one\/en\/crm-academy\/","name":"Academy | CentrixOne","isPartOf":{"@id":"https:\/\/www.centrix.one\/en\/fr-fr\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.centrix.one\/en\/crm-academy\/#primaryimage"},"image":{"@id":"https:\/\/www.centrix.one\/en\/crm-academy\/#primaryimage"},"thumbnailUrl":"https:\/\/www.centrix.one\/wp-content\/uploads\/crm-centrixone-icone-webinaires-1-1.svg","datePublished":"2021-08-23T15:33:06+00:00","dateModified":"2026-01-30T16:10:52+00:00","description":"CentrixOne is the all-in-one CRM and marketing solution. Have a question? Check our FAQ for help and support or contact-us.","breadcrumb":{"@id":"https:\/\/www.centrix.one\/en\/crm-academy\/#breadcrumb"},"inLanguage":"en-CA","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.centrix.one\/en\/crm-academy\/"]}]},{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/www.centrix.one\/en\/crm-academy\/#primaryimage","url":"https:\/\/www.centrix.one\/wp-content\/uploads\/crm-centrixone-icone-webinaires-1-1.svg","contentUrl":"https:\/\/www.centrix.one\/wp-content\/uploads\/crm-centrixone-icone-webinaires-1-1.svg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.centrix.one\/en\/crm-academy\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.centrix.one\/en\/"},{"@type":"ListItem","position":2,"name":"Categories"}]},{"@type":"WebSite","@id":"https:\/\/www.centrix.one\/en\/fr-fr\/#website","url":"https:\/\/www.centrix.one\/en\/fr-fr\/","name":"CentrixOne","description":"CRM et marketing \u00ab tout-en-un \u00bb. Simple. Intuitive. Abordable.","publisher":{"@id":"https:\/\/www.centrix.one\/en\/fr-fr\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.centrix.one\/en\/fr-fr\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-CA"},{"@type":"Organization","@id":"https:\/\/www.centrix.one\/en\/fr-fr\/#organization","name":"Centrix.One","url":"https:\/\/www.centrix.one\/en\/fr-fr\/","logo":{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/www.centrix.one\/en\/fr-fr\/#\/schema\/logo\/image\/","url":"","contentUrl":"","caption":"Centrix.One"},"image":{"@id":"https:\/\/www.centrix.one\/en\/fr-fr\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/CentrixOne\/","https:\/\/x.com\/Grow_CentrixOne","https:\/\/www.linkedin.com\/company\/centrixone","https:\/\/www.youtube.com\/channel\/UCzB7G3xsmsD8XHTDm3KhVuQ"]}]}},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/pages\/9355","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/users\/34"}],"replies":[{"embeddable":true,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/comments?post=9355"}],"version-history":[{"count":63,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/pages\/9355\/revisions"}],"predecessor-version":[{"id":42442,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/pages\/9355\/revisions\/42442"}],"wp:attachment":[{"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/media?parent=9355"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}