Year: 2019

Task is the list of activities which are assigned, scheduled and executed by users to achieve goals related to Sales. In this section, you will be able to learn how you can manage Tasks.

Please go through the following :

ConvergeHub users can merge records together as per their business requirement. This option is available for the following modules – Leads, Contacts, Accounts and Target. Below stated are the steps that illustrate how users can merge the records:

• • Select the module, whose records you want to merge.

• • Once you select the module, you get the different criteria based on which you can filter the records. In the diagram below, we have chosen Primary Country.

• • Once you have selected the criteria, click on Search.

• • Select the check boxes beside the records that you want to merge together.

• • Click on proceed at the end of the record list.

• • It shows the fields that will appear in the merged record page.
  • It shows the names/values that will appear in the merged records page.
  • It shows the records of the first lead
  • It shows the records of the second lead.

As and per your requirements, you need to select the check boxes from record 1 and record 2. The selected records in total will show in the Merged Records section. For example in the above image, salutation of Record 1 is chosen and last name of record 2 is chosen. As a result, the merged record shows the details accordingly.

• Fields that appear in the sub panel can also be merged. You just need to select the check boxes from record 1 and record 2 that you want to show in the New Merged Details page. For instance, in the above image, feeds of Record 2 is selected while broadcast and targets of Record1 is selected.
• Click on merge to successfully combine both the records. Or else, click on cancel.

Collaboration module allows you to invite third party associates to view and update the files and folders. Different from sharing, here you can invite your key business associates who may or may not be ConvergeHub users. When you send an invitation, the invitee will automatically receive an e-mail. If the invitee is an existing ConvergeHub user, he/she can log into ConvergeHub and can view the file or folder under the Library section.

If the invitee is not a user of ConvergeHub, he/she needs to register in ConvergeHub to view the file or folder. (The registration is free.) Post the registration done, the invitee can access ConvergeHub with a similar user interface but with limited features.

1. How to collaborate files and folders?

• You can view the number of collaborators existing for the respective file/folder. In the above-mentioned example, there is no collaborator added to the file so the number is 0. When you add collaborators, the number will automatically get increased.
• You can invite collaborators to the file by clicking on or

2. Inviting collaborators
When you click on on or a new section pops up with the necessary fields to be filled in.

• You are required to type in the email id of the invitee. If the invitee is an existing user of ConvergeHub, then you can select from the options that automatically appear when you start typing in.
  
• You are required to type in the message here.
• You can set the expiry date of the collaboration period from the drop down calendar.
  
  You can click on to cancel the chosen expiry date.
• When you invite a third party associate to collaborate, you can set the access level from the drop down menu.
  
  Each access level has certain liberty and restrictions. For instance, if you choose the option editor, then the invitee can upload, download, preview, edit, delete and get link of the file. You are required to choose the option of access level depending how you want the invitee to view or use the file.
• Hovering the cursor on option provides a chart stating the access types for each access level category.
• Once you have filled in all the fields, you can click on to send the collaboration invitation. If you do not want to send the invitation, click on .

All the Tags which are added to the different modules are listed in the Tag Listing page. New tag can be added to the list from the link or by clicking on tab. The listing of Tags can be viewed in in both column and row formats.

• You can perform a quick search by inputting a keyword in the search field.
• You can also search for an event by using advanced search criteria through the Advanced search link.
  
• The various combination of advanced search criteria can be saved with keywords of your desire and can be used to search repetitively.The keywords or phrase you have saved are available on the Saved Searches drop down.
• By selecting check boxes beside the Tags, you can select one/multiple tags for mass update.
• The tags can be added to you favorites by clicking on .
• You can view the followers of a tag by hovering the mouse on it.
• You can customize the columns of the tag listing by clicking on.
  
• You can edit the tags by clicking on the icon and delete by clicking on .

My import gives a quick view of all the files that you have imported in the CRM.

• You can view a file by clicking on it.
• You can delete a file by clicking on icon.
• You can set the number of rows to be displayed in the My Import list by clicking on the drop down option.

The details of the tag can be viewed by clicking on the desired tag on the Tag Listing page.

• You can edit the tag by clicking on the edit link beside the name of the tag.
• You can see the number of Accounts, Leads, Contacts, Deals and Activities that are tagged by the concerned name. .
• By selecting check boxes, you can select one/multiple records for mass update.
• Tagged Accounts/Leads/Contacts/Deals and Activities can be added to your favorites by clicking on .
• You can follow the tagged Accounts/Leads/Contacts/Deals and Activities by clicking on .
• You can export any tagged Accounts/Leads/Contacts/Deals and Activities to CSV or PDF format. You can also delete a tagged Account/Lead/Contact/Deal and Activity by clicking on
• The tag details page is paginated and you can adjust the number of records displayed per page.
• Clicking on will take you to the previous page.
• You can edit the tag name by clicking on the action drop down.
• The corresponding tag can be linked with different modules through the .
• You can tag more Accounts/Leads/Contacts/Deals and Activities by clicking on
• The display of various fields can be customized by making mouse hover on and then selecting the required fields you want to display.
  
• You can perform multiple actions on the tagged Accounts/Leads/Contacts/Deals and Activities by clicking on Select drop down.

The Import File option allows you to directly import all your contacts/documents (in CSV file format) to the CRM. This option is integrated in the CRM to eliminate manual feeding of data which is tedious and time-consuming.

Please note: ConvergeHub allows you to import up to 2000 contacts directly into the system. If there are more contact records, you will receive a notification stating that the total records are more than 2000. In such a case, ConvergeHub will first import records till 2000 while it will import the rest later. You will receive a mail when all the contacts get imported into your ConvergeHub account.

• • You need to choose the field that you want to import; namely – Accounts, Contacts, Deals and Leads.
  • Browse for the file that you want to import.
  • By clicking the check box beside Add to List option, you can select an existing list to which you want to import the file.
    
    You can also create a new list by clicking on the option.
  • If your CSV file has one/more headers, then you are required to select the check box. Doing this will help the CRM to map the data according to the headers in the CSV file.
  • You can check for duplicate entries using ConvergeHub’s smart duplicate checking functionality.When you click on Check Duplicate option, you get the option of selecting the fields for which you want to use the duplicate checking intelligence. Example – Name, Phone, Email etc. Also, you will have to select whether you want the system to ignore the duplicate contacts or update them with the information from the list.

• • Click on to import the list. Click on to stop importing the data.

• • Select the user to whom you want to assign the imported contacts.
  • Select the ConvergeHub field where you want the respective data (from the to-be imported list) to get merged into.
  • Fill in yourself or select from the drop down the default value for every field.

• • Click if you want the system to remember the field matching.
  • Click on Continue to proceed with the file import. Or else, click on Cancel to stop proceeding further.

• You will see the result of the duplicate checking done by ConvergeHub system. Based on the result, you can either ignore the errors and continue or cancel the file import process altogether.

Assignment of imported leads to multiple users
You can import contacts to different reps automatically from the system itself.

• During the time of file import, click on the second option – Data file contains assigned user
• Select the column in the CSV file which contains the assigned to reps’ name.

All business leads, contacts and documents referred to external party clients  (who may or may not be ConvergeHub users) can be viewed in the listing page.

• You can perform a quick search by inputting keywords on the Search field.
• You can change the order of the library listing by clicking on the drop down option.
  
• The various combinations of advanced search functions can be saved and edited with keywords of your desire and can be used to search repetitively. The keywords or phrase you have saved are available on the Saved Searches drop down.
• You can mass select the referrals by clicking on the check boxes.
• Referrals can be added to your favorites by clicking on .
• They can be followed by clicking on . By doing so, you will be able to receive all the updates in the feeds.
• You can get the options of viewing followers of a referral by hovering the cursor on it.
• Clicking on the drop down, you have the option of viewing all referrals or only those saved by you.
  
• You have two types of views for the Referral listing page i.e. column view and row view . You can select the view depending on your requirement.
• The display of various Referral fields can be customized by making mouse hover on and then selecting the required fields you want to display.
  
• The Referral listing is paginated and you can set the number of referrals you want to display per page.

You can add a new tag from the link in the left column or by clicking on tab in the tag listing page.

• Name is mandatory to be filled in to add a new tag.
• You can enter a category to the new tag through the Category field.

The notification system is one of the vital functions of the ConvergeHub. It is a quick and easy way to inform one or multiple business associates about crucial information. The information conveyed as a notification can be anything such as reminder of upcoming activity, status of the deals or a recent update.

A prompt notification system inevitably helps an organization to maintain a smooth round-the-clock communication channel.

Library is an important module of the CRM where you can store and share all the necessary files and folders regarding Leads, Deals and Contacts. Apart from easy storage and sharing, library allows you to download the documents as and when you require. Easy creation and storage of files and folders helps you keep constant track of important agreements and documents.

• You can do a quick search of all files and folders by clicking on
• You can go to your desired file/folder instantly by clicking on Jump To.
• You can change the order of the library listing by clicking on the drop down option.
• You can add files to the library by clicking on .
• You can add new folder to the library by clicking on .
• You can add link to the library by clicking on .
• You can perform mass actions on the files/folders by selecting them and choosing the desired option from the drop down menu.
• You can create a link for the file or folder by clicking on this option.
• You can invite third party associates (who may or may not be ConvergeHub users) to view and update the files and folders.
• You can view the files directly by clicking on this option.
• You can download files/folders by clicking on this option.
• You can do actions on a particular file/folder by clicking on the drop down option.
• You can click on the check-box to select one or multiple files/folders for mass update.