ConvergeHub Blog for 2017

Creating New Events Full View

ConvergeHub enables you to create unlimited number of Events in corresponding to leads, accounts, contacts, deals and more. This video shows you how to ‘Create Events in Full view’ in ConvergeHub.

Send notifications to your team to keep them updated about their tasks on lead generation, sales opportunities, service cases and marketing campaigns. This video shows you how to ‘Send and receive notification’ in ConvergeHub.

Adding Document to a Lead

Having important documents right in the subpanel of the Lead Details page increases speed of work. This video shows you how to ‘Add document to a lead’ in ConvergeHub.

Upload new files to ConvergeHub Library

Upload brochures, presentations and case studies and share with the users based on role-based permissions. This video shows you how to ‘Upload new files to the Library’ in ConvergeHub.

Add Partner or Library from Lead Subpanel

Attaching files directly to Partners help to keep things organized in one place and build successful relationship with them. This video shows you how to ‘Attach files to a Partner’ in ConvergeHub.

Create Knowledge Base

Creating a stack of answers to the most common and critical customer queries empower support agents to provide quick resolutions. This video shows you how to ‘Create Knowledge Base’ in ConvergeHub.