integrate Support Team Knowledge Base

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integrate Support Team Knowledge Base

integrateCRM Module

integrateCRM Module

Guides, videos and FAQS on features in the integrateCRM module plus integrations with external systems such as Xero, Hubspot, Microsoft 365 and Gmail.

User Guide- integrateCRM Module Features

Creating a Lead.

Lead Overview

Creating appointments

Web Lead.

HubSpot Leads

Exporting Leads

Importing emails

How to embed an image in a new email template?

integrateCRM Task and Reminders System.

Assigning a lead and adding a sales visit

Correspondence report

KPI Reports

How to create Manual Quotes.

Finding Leads, enquiries, documents

infohub documents and images.

Holiday Management System

Using Prospects leads

Orderbook report.

How to manage emails in integrate

How to filter Quote Lists

How to create Email Templates

Using HubSpot with integrate

How to edit or add lead stages or status (s)

How to Add statuses to quote list

See more

Setup and Configuration integrateCRM Module plus Integrations

My Profile

Xero integration Tutorials

How to connect Xero to Integrate

CRM Tips and Tricks to save time.

Office 365 Graph Secret

Changing the holiday year

Adding total cost to the order list

See more