Year: 2019

ConvergeHub allow its users to view the bookmark items from the dashboard itself. In addition to this, it provides a section called Jump To from where the user can get a list of the sections he/she has recently viewed in the CRM application.

• Click on the arrow icon at the right side of the dashboard. A section will open showcasing the Bookmarks and Jump To Option along with Calendar and Today’s Work list.
  
• View all the bookmark items under the Bookmark section.
• Click on Jump To to have a look at all the recently viewed items in the CRM.

You can export complete or selected list of your ConvergeHub data in PDF or Excel format from your account by clicking on the small icons at the bottom of the page. The list will be downloaded directly to your system.

Please note: ConvergeHub allows you to export up to 5000 contacts directly from the system. If there are more contact records, you will receive a notification stating that the total records are more than 5000. In such a case, ConvergeHub will first export records till 5000 while it will export the rest later. You will receive a mail when all the contacts get exported from your ConvergeHub account.

You can edit the Tag by clicking on the icon from the Tag Listing page.

• You change the Tag Category
• The name of the tag can be edited from here.
• helps the user understand the information to be put into the Name field.
• Once the tag details has been edited, click on to apply the new changes.
• Click on to prevent the implementation of the new changes to the tag details.

Desired keyword can be added to different modules as tag and can be easily accessible through these tags. From this section, Tags can be added and can be linked to different modules like Accounts, Leads, Contacts, Deals, Task, Events, Products etc. You can learn about how to use tag from the following modules:

The billing section will help you manage product details, create quotations and generate invoices.

Feed is the section where all the information on the updates of different modules and comments can be found. Users can share Comments and Links from here. Feed provides significant useful information on different modules to users.

• You can write your own comment in the comment box and share it with other users by clicking on the tab.
• You can also share link from the option.
• You can comment on others comment by clicking on the link. You can further edit or delete the comment as required.
• Like and unlike can be posted on Comments by clicking on the or option.

You can set a reminder for the event in the form of an alert or an e-mail.

• Clicking on will open a few fields to be filled in.
  
• You can choose the type of reminder you would want for the event (alert or e-mail).
  
• You can choose the time when you would want to get reminded about the event.
  
• You can remind the invitees too by clicking on the remind invitees check box.
  
• You can save the reminder by clicking on icon and click on to delete the reminder.

New automation can be added by clicking on link in the left column or by clicking on tab in the upper right corner of the automation listing page.

• Under the Automation tab, you will be able to enter the Automation Rule Name.
• The automation Status can be set as Active or Inactive. When the automation is set as Inactive, the various threads which were initiated during the active automation status will still be executed as per automation schedule.
• The Trigger Point is the field where you can select the point when an automation will be triggered.



• The Module field will help you select modules such as Leads, Accounts, Contacts, Deals, Targets, Products and Cases to which you can relate the automation.



• The Trigger field lists general actions such as Add, Delete, Edit and Schedule, which you can select to schedule when the automation will be initiated.



• If you will select Schedule from Trigger, then the Automation Schedule section helps you to set the recurrence of the Automation.



• Automation can be scheduled to occur Daily or you can specify the number of days after which the Automation will be scheduled. You can also choose to schedule the Automation to occur during Weekdays or Weekends. You can also specify the Date Range for the automation.
• The Automation can be scheduled Weekly by choosing Weekly option. Automation Weekly recurrence can be set by entering the number of Weeks after which the Automation will trigger off. Further you can select for the days of the week for which you want to schedule the automation.



• Monthly Automation can be generated by choosing the Monthly option. You can select any of the options i.e. number of days of every month, the day of a week of every month as well the whole Month for which you want to run the automation.



• You can define the Criteria of Automation from the Criteria tab.



• In the Evaluate field, you can select the fields of the module which you have set in the Related To field.
• The Operator field helps you choose the logic you want to set in the Automation criteria.
• The Data Type field helps you select the type of value you want to implement in the Automation criteria.
• The Value field helps you enter the value of the field which needs to match the Automation criteria.
• You can add the criteria by clicking on the tab. Multiple Automation criteria can be added by clicking on the link which appears after adding the first Automation Criteria.
• In the Action tab, you can define the actions which should be followed sequentially when an automation is triggered after matching the Trigger, Trigger Point and Criteria.


Create Task


• When you select Create Task from the Action Types field,you need to set the priority of the task as High, Low or Medium.
• You can assign this Task to users from the Assign To drop down.
• You can set the Start Time of the task.
• You can set the Due Time of the Task.
• You can add a Subject to the task.
• You can add a description too.

Schedule Event


• When you select Schedule Event from the Action Types Field, you have to select Type which can be Meeting or Calls.
• Checking the check box Invite this Lead/Account/Contact/Deals (Whoever is selected in the Related To field), you will be able to invite the corresponding people for the event.
• You can set the Start Time and End Time of the Event.
• If you want you can invite other invitees from the Invitee field.
• You can enter Subject and Description of the Event you want to create.

Email Notification


• When you select Action Types Email Notification, you will be able to create the action to send email notification to users and to the corresponding people i.e. whoever is selected from the Related To field
• From Send To field, you can select All Users or Specific User. Selecting Specific User, a field will open up to select the desired users by clicking on the check boxes.
• By checking the check box for the field Notify Contacts, you can send this email notification to the Contact/Deals (Whoever is selected in the Related To field after matching the Criteria).
• You need to enter the subject of the email.
• You need to enter the body of the email here.
• You can select the Template of the email by selecting the desired name of the Template from the Select Email Template drop down.
• You can enter the variables that you want to display by selecting them from the drop down option. You need to click on the tab to add the variable to the email template.

Add to List


• When you select Add To List, you will be able to add the selected elements after matching the Criteria to the existing List.
• You can select the List by typing the List name in the field. This will be followed by an auto-suggestive drop down from where you can select the existing List.
• You can create a New List by clicking on the link

Remove from List


• Remove From List can be selected to remove the elements from the existing List.

Stop Criteria


• Stop Criteria tab defines the Criteria which on matching will execute the actions defined under Stop Action tab.
• In the Stop Criteria, the Fields that need to be fed through the Evaluate, Operator, Data Type and Value fields are same as Criteria tab.

Automation can be edited by clicking on the link in the Automation Details page. You can also click on the icon in the Automation Listing page.

• All the significant fields i.e. Rule Name, Status, Trigger Point, Related To and Trigger can be edited from the Automation tab.
• Under the Criteria tab, the existing criteria can be edited by clicking on the icon.



• The existing actions under the Actions tab can be edited by clicking on the icon and deleted by clicking on the icon.



• The Stop Criteria can be edited by clicking on the icon and deleted by clicking on the icon. New criteria can be added from the Stop Criteria tab.



• The Stop Action can be edited by clicking on the icon and deleted by clicking on the icon. New action can be added from the Stop Action tab.

You can get an overview of all the automation in the automation listing page. You can view the details and do inline edit. Rule Name, Trigger, Related To and Status name are mentioned here. You can change the display pattern of the automation listing page by clicking on either column or row view. New automation can be added either by clicking on link in the left column or by clicking on tab in the upper right corner of the automation listing page.

• You can perform a quick search by inputting a keyword in the search field.
• You can also search the invoice by using various advanced search criteria through the Advanced search link.



• The various combination of advanced search criteria 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 .
• By selecting check boxes beside the automation, you can select one/multiple automation and can mass delete them through the Action drop down .
• Automation can be added to your favorites by clicking on icon.
• You can delete one/multiple automation by clicking on icon.
• You can set the number of rows to be displayed in the automation listing page by clicking on the show drop down option .
• You can mass delete the automation by clicking on the Action drop down. (Please note you need to select the checkbox besides the automation to mass delete them).
• The display of Automation Listing fields can be customized by making mouse hover on and then selecting the required fields that you want to display.



• You can edit or delete any invoice by hovering the mouse on it.