Michael Lindsey
Articles
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Setting Up Task Items
This article was developed to describe the steps associated with setting up task items within the Centrex CRM. From the Calendar tab, click Tasks. The Tasks page opens. Scroll down and click S...
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Task Settings
From the Calendar tab, click Tasks. The Tasks page opens. Scroll down and click Edit Task Settings in the left panel. The Task Settings page opens. Change the following information as needed: ...
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Adding and Editing Users
This article is provided to describe the process of adding and editing users in the Centrex CRM system. This article is broken down into the following sections: Adding a User Contact Information...
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Calendar Tab
Effective Date: 3/7/2022 From the Calendar page, you are able to schedule Tasks and Events and assign them to users for the purposes of moving contacts through the enrollment process. NOTE: Drop do...
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Tasks Nested Tab
The Tasks nested tab acts as a fully functioning task management system within the Client's Dashboard. This keeps all the users in the system aware of any tasks that are assigned to them, a team ...
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Task Triggers
This article was developed to describe the "Task Triggers" functionality and how to use it. Task Triggers function similarly to Email Triggers in the sense that task creation is triggered by syst...
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Guidelines Tab
This article was developed to describe how to utilize the Guidelines tab, found in the Centrex CRM. The Guidelines tab is a storage tool for content such as document files and various other resou...
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Create or Update an Advance through a Web Form or Import Data Source
This article will cover three key topic related to advances and data sources. Create a new advance and a new contact Create a new advance on an existing contact Update an existing advance on an e...
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Bluerock
With Bluerock's seamless integration, agents can take advantage of Centrex while keeping a consistent, productive workflow in their current environment. Integration Details Click 2 Call Incom...
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Payees
This article was developed to describe the function of Payees within the Centrex CRM. Payees are used along with Compensation Templates to direct funds to entities associated with your service. T...