Settings
Team access, commercial rules and connected services.
Users & permissions
Role determines which screens and leads a user can see.
| Name | Role | Visibility | |
|---|---|---|---|
| Lewis | lewis@ibd.co.uk | Sales Staff | Own leads only |
| Mohammed | mohammed@ibd.co.uk | Sales Staff | Own leads only |
| Hussain | hussain@ibd.co.uk | Sales Staff | Own leads only |
| Mustafa | mustafa@ibd.co.uk | Sales Staff | Own leads only |
| Aisha | aisha@ibd.co.uk | Designer | Own leads only |
| Tom | tom@ibd.co.uk | Designer | Own leads only |
| Priya | priya@ibd.co.uk | Designer | Own leads only |
| Callum | callum@ibd.co.uk | Designer | Own leads only |
| Ollie | ollie@ibd.co.uk | Workshop | Workshop board and calendar |
| Simon | simon@ibd.co.uk | Workshop | Workshop board and calendar |
| Zubair | zubair@ibd.co.uk | Management | All leads, reports and settings |
Trade discount bands
Applied automatically to trade quotations.
Gold Trade
%
Silver Trade
%
Bronze Trade
%
Notification rules
What the CRM alerts you about.
Integrations
Phase 1 connects TruBlue, Gmail and Google Calendar.
TruBlue
Quotation and order engine
Connected
Gmail
Shared sales mailbox
Connected
Google Calendar
Surveys, deliveries, tasks
Connected