Getting Started
Everything you need to get the most out of Centralize. Browse how-to guides on account maps, warm connections, and saved views, connect your integrations, and find answers to common questions.
Articles
- Connect Your Gmail Account
- Invite a Teammate From a Note or Task
- Mentions & Notifications: Collaborating with Your Team
- Set Up Single Sign-On (SSO)
- Reporting Hierarchies: See Your Team's Accounts, Deals, and Activity in One View
- Connect Your Google Calendar
- Syncing Your LinkedIn Connections
- Install the Centralize Chrome Extension
- Connect Slack to Centralize
- Draft an Email with Centralize
- Managing Users: Adding and Deactivating
- Notification Settings