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 | Dec 20, 2024
Release Highlights Faster and More Efficient Imports: Experience smoother performance and reduced processing times. Improved User Experience: Enhanced import stats with categorized success, error, and warning counts. Clearer error and warning messages for better...
by INTEG Team | Dec 18, 2024
What’s New? We’ve introduced a new feature that allows users to add and track notes for individual appointments. These notes can be viewed, edited, and deleted in the Appointment Modal and appear in the Notes section under the Contacts & Conversations tab....
by INTEG Team | Sep 26, 2024
What’s New? Businesses can now add subscriptions directly from Payments > Subscriptions > Add Subscription. They can also add subscriptions from the Contact’s detail page, enabling quicker subscription addition for the customer – Contacts > Contact...
