How to Access the Centrex Academy

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The training academy video series is a guide to setting up your CRM. You will be configuring your CRM while you watch the videos.

If you have not done so already, please take the following steps:

  1. Register for the Centrex Software Training Academy at Centrex Academy.
  2. Once on the academy, select the New User Training module, where you will then be able to Register an Account for the academy by clicking on the blue Login to Enroll button.
  3. Watch Video Training #1 - Workflows.
  4. Configure your CRM workflow settings based on what you learned in the video.
  5. Do not proceed to Training Video #2, until you have discussed the first training video with a Centrex Support Specialist. 

Please reach out to  for any questions.


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