Automation is a significant aspect of ConvergeHub where we can make things work dynamically. A set of Actions can be carried out in succession automatically based on some Trigger points and Criteria which you can define. Further you can also set a stop criteria to match and execute certain actions.
You can learn about Automation from the following:
To start, go to Activities from the menu on the left and click on Meetings. Once you’re on the meeting list, you can create a new one by clicking the 
button in the top-right corner.
You can add New Meeting/Event by filling in the fields set in the General, Invitees tabs and then clicking on the Save button.
The Type of the meeting (such as call or meeting) can be set here.
The Name of a Meeting is a mandatory field.
You can schedule the meeting All Day by selecting Yes or No.
You can set the Start date, End date, start time and end time of the meeting .
You can add the Location of the meeting.
On the Related To field, you can type or choose from the auto-suggestion list of Converge regarding Accounts, Contacts, Leads and Deals to whom you want to relate this meeting.
You can change the importance level of the meeting as High, Medium or Low through through the Priority tab.
You can make the meeting Public or Private depending on your requirement.
The Status of the meeting such as started, not started, cancelled can be set.
You can add a Description to the meeting.
You can set a Reminder for the meeting.
Invitees Tab
You can add invitees to the meeting from the Invitees tab.
You can also add invitees to the event by clicking on the Select invitees from ConvergeHub link and then selecting names from Leads, Accounts, Contacts, Partner, Users and Teams.
Meeting can be edited by clicking on the edit link in the Meeting details page. You can edit the details of the Meeting through the General, Recurrence, and Invitees tabs.
The General tab helps you edit the general fields of the Meeting. This comprises the Type of Meeting which may be Calls or Meetings, Name of the Meeting, Location, Status, Priority, Public/Private, Related To, All Day, Start Date, End Date, Description and Reminders.
You can edit the recurrence of the Meeting through the Recurrence tab. The Meeting can be set to recur on None, Daily, Weekly, Monthly and Yearly basis. The repeat pattern and end time of the Meeting can also be set here.
Invitees can be added or deleted from the Invitees tab.
Add invitees to the Meeting by clicking on the Select invitees from ConvergeHub link and then selecting names from Leads, Accounts, Contacts, Users and Teams.
You will be able to manage both Calls and Meetings from this section. You can set recurring Calls and Meeting as required. You can also invite Attendees when you create Calls and Meetings. All the Calls and Meetings can be viewed in the Event Listing page.
You will be able to learn about managing Events from the following:
ConvergeHub users can merge multiple similar contacts to create one record. This option is available for Leads, Accounts, Contacts and Deals.
Click on the check boxes for the respective leads you want to merge.
Click on the Merge Duplicates option under the Action dropdown.
Choose the information from Record 1 and Record 2 to appear in the Merged Record (new).
Click on the Merge option at the end of the page to implement the merging process.
ConvergeHub gives the convenience of sending emails from within its CRM. Hence, the users do not have to switch over to an external application/software for sending emails.
They can easily communicate with their team members/business associates by sending emails through here.
To start, go to Activities from the menu on the left and click on Emails. Then, click on the + plus button of Default and select Compose to draft an email.
To: Type in the recipient email address. (In case of a ConvergeHub user, you can select the name from the drop down option).
Subject: Add the subject to the email which is mandatory.
Template: Choose the template for the email from the drop down option.
Cc & Bcc: Click here to add Cc and Bcc options to the email.
Email Message: Type in the message in the email body. The email editor offers a wide assortment of features. Some of the important ones include Spellcheck, 18+ Fonts, Special Character, Multiple options in Date and Time format, Table Properties, Full screen Display and Preview.
Send: Click to send the email.
Save: Click to save the email in the draft section.
Cancel: Click to cancel the creation of the email.
Attach: Click to attach a document with the email.
To start, go to Sales from the menu on the left and click on Leads. Once you’re on the Lead list, you can create a new one by clicking the button in the top-right corner. Detailed information of the lead can be added through different tabs (General, Address, and Other) which have their own corresponding fields.
General Tab
First and Last Name: You need to fill in the first and last name of the lead.
Type: You can select the type of lead from the drop down menu.
Lead Source: You can select the Lead source from the drop down.
Assigned To: The Lead automatically gets assigned to the person who has created it. To change this, click on the text box and type. An auto-suggestion list of users will appear from which you can select names by ticking the check boxes. One Lead can be assigned to multiple users.
Industry: You can state from which industry the lead is related to.
Phone: You can enter multiple Phone Types and numbers by clicking on the +Add Another link. You can also choose any one of the phone numbers as primary.
Email: You can enter multiple Email addresses by clicking on the +Add Another link. You can also choose any one of the Email addresses as primary.
Account Name: You need to fill in the lead-related account name here.
Status: You can set the lead status from the drop down menu.
Lead Score: You can set the lead score depending on its importance to the company.
Address Tab
Multiple addresses of the lead can be added from the Address tab.
Other Tab
Other details of a lead such as Referred By, Department, Birth date, Website, Description, Title and Lead Image can be added through Other tab.
Social Links
Multiple Social Links of the lead can be added from the Social Links Drop down in the Other tab.
ConvergeHub showcases the location of leads through map view. To access the map view facility, users need to feed in the address of the lead in the respective details page.
Map View option is available in two places:
1.Lead Listing Page
Select the CheckBox beside the lead whose location you want to see through the Map.
Click on Action drop down and select Map View from the list of options given.
2.Lead Details Page 
Go to the Address Tab in the Lead Details section.
Click on the Map Icon.
On selecting the Map View option through any of the above-mentioned ways, a pop up will open showcasing the address location.
Example:
This page contains all the information that you have added while creating the Lead. The information is view able through the General, Address, Workflow, Other tabs. You can view the history of the Lead along with the lists related to it. You can select files and products related to the lead. You can also add note, event and task to the lead.
Information about the lead such as First & Last Name, Assigned To, Lead Source, Type, Account Name, Status, Lead Score, Industry and Comments etc is displayed under the General category.
Multiple addresses of the Lead can be viewed through the Address tab.
Other significant information like Referred By, Department, Created By, Title, Last Modified By and Description etc is view able in Other tab.
Add Related Information: The 
icon helps you create relationship between Lead and Library, Notes. Products, Events and Tasks.
Action: You can Add to List, Convert, Copy, Edit and Refer the lead by clicking on the action drop down. Additionally, you can also Generate Agreement from here.
You can put your Comments on the Comment field and can view Comments of others.
Feed Tab
You can view all the updates/comments on the Lead through the Feed tab.
You can share link from the Link option.
You can write your own comment in the comment box and share it with other users by clicking on the Share tab.
You can comment on others comment by clicking on the Comment link. You can further edit or delete the comment as required.
Like and unlike can be posted on Comments by clicking on the Like or Unlike option.
From the Leads module, proceed to ‘Module Settings’ on the right. Upon hovering, select ‘Web to Leads’. A new Web to Lead form can then be added by clicking the ‘+New’ button, situated in the upper right corner. Detailed information to the Web to Lead form can be added through two sub tabs (Layout and Others) which have their own corresponding fields.
Click on Edit to make changes in the text of the form.
Customize the form by making changes in the source code.
Click on the landing page to get the live link of the form.
Click on the Download option to open the form HTML page. Or else, click on Back to recede.
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