Follow Leads, Contacts, Accounts and Deals, etc. and receive live feeds on any updates done to them. This video shows you how to ‘Receive live feeds on any records’ in ConvergeHub.
Year: 2017
Create Email Signature
Convey a professional image in every email you send to leads, customers and partners. This video shows you how to ‘Create email signature’ in ConvergeHub.
Creating New Events Quick 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 Quick view’ in ConvergeHub.
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 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 and Closing a Case
Manage organization-wide Customer Cases from within your CRM account. This video shows you how to ‘Create and close Customer Cases’ in ConvergeHub.
Adding products to Case
Creating product bundles with Customer Cases ensure better understanding of the problem. This video shows you how to ‘Add products to a Case’ 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.