by INTEG Team | May 7, 2025
Overview We’ve added a new feature to the Document Management System in the Contacts section, enabling seamless integration with the Client Portal. CRM users can now share files directly with contacts and receive uploads from the Documents area. Why does it matter?...
by INTEG Team | Apr 1, 2025
You can increase the consistency and productivity of your calling agents by providing them with an easy-to-follow Call Script right within the web dialer. How to create a Call Script? Navigate to Settings > Phone Numbers > Advanced Settings > Call Scripts Only Agency...
by INTEG Team | Jan 29, 2025
What’s New? We have introduced a Template Library in the Docs and Contracts sections of the platform. Users can now access a collection of pre-made templates for standard documents. This feature speeds up document creation, helping users send documents faster. How to...
by INTEG Team | Jan 21, 2025
What’s new? Users can now drag & drop and reorganize pages within a Contract View snippets of pages in the mini page view in the left panel How to use it? Go to Payments -> Documents & Contracts -> New Document Go to the Pages section in the left nav bar...
by INTEG Team | Jan 13, 2025
We’ve introduced several new functionalities to the company’s features, enhancing its usability and flexibility. These updates are designed to give you greater control over managing company records, improve data accessibility, and streamline workflows. This...
