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 Quick view’ in ConvergeHub.
Year: 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
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 Cases and 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.
Creating tasks for a Case
Send email, Call or Meet – set any type and number of tasks for a case within ConvergeHub. This video shows you how to ‘Create task for a case’ in ConvergeHub.
Create Template
Create customized templates to increase the impact of your marketing campaigns. This video shows you how to ‘Create templates’ in ConvergeHub.
Listing View – Column, Row, Kanban
Row or Column – there are two ways in which you can view your leads in ConvergeHub. This video shows you how to ‘Set lead listing view’.
Manage Custom fields in ConvergeHub
Customize ConvergeHub by creating tabs and adding and organizing fields under them as per your business requirements. This video shows you how to ‘Create and organize Custom Fields and Tabs’ in ConvergeHub.
Creating new Web to lead forms
Build personalized web forms for your website that directly capture leads into the CRM. This video shows you how to ‘Build web to lead forms’ in ConvergeHub.
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