Tutorial session open to both our existing and potential users who want to find out more about how to use features in integrate

In this session we will cover;

integrateCRM Module

Teams Access.

• Newly developed teams’ access to records in the CRM system allows greater flexibility of setting which group can access which records. Building on the existing functionality for “Office” users” and “Sales users” accessing their own records only.

integrateCORE Module

Quote customisation.

• integrate allows you to stand out from the crowd with customisable quote outputs. The great thing is that it’s not complicated to adjust quote layout and images displayed. These can all be edited by the user. In this session we will go through how this can be done.

Ironmongery defaults and Ranges

• integrate calculates from the window or door drawing the default hardware required for any design. Going even further you can specify ironmongery for items quickly and easily by range such as “Premium”, “Classic” and “Standard”. Integrate even remembers which parts are available in which finish so you don’t have to. In this session we will explain how these rules can be applied and edited.