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Managing your contact/client lists (Pro Dashboard)
Managing your contact/client lists (Pro Dashboard)

Where is my contact list? How do I add more clients? How can I tell which of my clients are using Centriq?

Customer|Care avatar
Written by Customer|Care
Updated over a week ago

We found that most Pro users were uncomfortable with Centriq owning and managing their list of clients and they expressed a wish to have a way to design the emails themselves and manage the distribution.
In response, we designed the new interface so that you have an easy to use link which you can insert in your client emails and send them to your lists independent of Centriq. 

You can use and manage your own list, and incorporate Centriq with your personalized link.

The app also includes the Pro Dashboard where you can see: 

  • a summary of clients you have not yet transferred
    (properties held in your account)

  • a list of clients who have pending or accepted transfers

  • a list of clients who have accepted your invitation to get the app
    (who can see your in-app branding)

If you have a pro account, click here to open your pro dashboard

Please contact us at if you need more guidance, have questions, would like to submit a feature request or if you have other feedback.

Don't forget that you can access Centriq Online to use Centriq on your laptop or desktop computer or for optimized use on tablets.

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