{"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 … Read more<\/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"],"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}]}}