Year: 2019

You can view the details of an automation by clicking on the respective automation in the Automation Listing page. You can view the details through the different Tabs i.e. General, Criteria, Actions, Stop Criteria, Stop Actions and Logs.

• You can edit the automation detail by clicking on the link.
• The General tab displays Automation Rule Name, Status, Trigger Point, Related To and Trigger.
• The Criteria tab displays the list of Criteria you have implemented for the automation.



• You will be able to view the list of actions which you have defined through the Actions tab.



• The stop criteria defined for the automation is displayed in the Stop Criteria tab.



• The stop action defined for the automation is displayed in the Stop Actions tab.



• In the Log tab the details of the thread created for the automation is displayed.



• The will take you to the previous page.
• You can edit and copy the automation by clicking on the action drop down.

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:

New event can be added to the event listing page by clicking on link at the left panel or clicking on tab in the event listing page.
You can add New Event by filling in the fields set in the General, Recurrence, Invitees and Tags tabs and then clicking on the button.

• Type of the meeting (such as call or meeting) can be set here.
• The Name of an Event is a mandatory field.
• You can schedule the event All Day by selecting Yes or No.
• You can set the start date, end date, start time and end time of the event.
• You can add the location of the event.
• 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 Event.
  
• You can change the importance level of the event as High, Medium or Low through through the Priority tab.
• You can make the event public or private depending on your requirement.
• Status of the meeting such as started, not started, cancelled can be set.
• You can add a description to the event.
• You can set a reminder for the event.

Invitees Tab

You can add invitees to the Event from the Invitees tab.
You can also add invitees to the event by clicking on the link and then selecting names from Leads, Accounts, Contacts, Partner, Users and Teams.

You can delete an invitee by clicking on the icon.

You can get a complete view of the existing events through the events listing page. Name of the event, event type, status, priority, frequency, start date and end date are all mentioned here. The listing of Events 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 your Event 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.
• You can filter the list of events by clicking on.
  
• By selecting check boxes beside the Events, you can select one/multiple events and can mass update them through the Action drop down.
  
• You can add a new event to the event listing page by clicking on .
• The display of various Event fields can be customized by making mouse hover on and then selecting the required fields you want to display.
  
• The Events can be added to your favorites by clicking on .
• You can add a note/comment to an event by hovering the mouse on it. In addition to adding note and comment, you can also reschedule the event if required.
• You can copy, reschedule and add comment to an event by clicking on select drop down.
  
• You can edit or delete an event by hovering the mouse on the respective one.

You can get a descriptive view of an event by selecting the respective event from the Event Listing page. The details of the Event is available in three different tabs – General, Invitees and Tags.

• You can bookmark the event by clicking on
• You can edit the event by clicking on the link.
• You can navigate away to the previous page by clicking on .
• You can add notes to the event by clicking on .
• You can select the Action drop down menu to Copy and Edit the respective event.
• The General tab displays details of the Event such as Name, Location, Status, Priority, Assigned To, Related To, Start Date, Due date, Created By, Last Modified By and Description.
• You can view the details of the Invitees for the Event by clicking on the Invitees tab.
  

Event can be edited by clicking on the edit link in the Event details page. You can edit the details of the Event through the General, Recurrence, Invitees and Tags tabs.

• The General tab helps you edit the general fields of the Event. This comprises the Type of Event which may be Calls or Meetings, Name of the Event, Location, Status, Priority, Public/Private, Related To, All Day, Start Date, End Date, Description and Reminders.

  While all the fields have their own significance, a few important ones have been described below.

• Related To field helps you edit the organization/enterprise’s name to which the event is associated with.
• You can schedule the event All Day by selecting Yes or No.
• You can change the importance level of the event as High, Medium or Low through through the Priority tab.
• You can make the event public or private depending on your requirement.
• You can edit the recurrence of the Event through the Recurrence tab. The event can be set to recur on None, Daily, Weekly, Monthly and Yearly basis. The repeat pattern and end time of the event can also be set here.
  
• Invitees can be added or deleted from the Invitees tab.
  
• Add invitees to the event by clicking on the link and then selecting names from Leads, Accounts, Contacts, Users and Teams.
  
• You can delete an invitee by clicking on the icon.

Events are of two types i.e. Calls and Meetings. 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 Events. 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 contacts you want to merge.

• • Click on Merge Duplicates option under the Action dropdown.

• • Choose the information from Record 1 and Record 2 to appear in the merged record.

• • Click on Merge option at the end of the page to implement the merging process.

All Web to Lead forms created within ConvergeHub platform can be viewed in the listing page.

• • You can perform a quick search of the Web to Lead forms by inputting keywords in the Search field.
  • You can also search for the Web to Lead forms by using various search criteria through the link.
  • 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 in the Saved Searches drop down.
  • By selecting check boxes beside all the Web to Lead forms, you can Mass Update them.
  • You can delete a single or all Web to Lead forms by clicking on the check boxes beside them and then clicking on .
  • The Web to Lead forms is paginated and you can set the number of listing you want to display per page.
  • You can perform actions of edit and delete by hovering the cursor on a Web to Lead form.
  • The display of various Web to Lead fields can be customized by making cursor hover on and then selecting the required fields you want to display.

• You can add a new Web to Lead form in the listing by clicking on button in the upper right corner of the page.
• You can choose the display pattern (column view or row view) of the Web to Lead Listing page by clicking on either of the options.

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.

• Add the subject to the email which is mandatory.
• Type in the recipient email address. (In case of a ConvergeHub user, you can select the name from the drop down option).
• Choose the template for the email from the drop down option.
  
• Click here to add Cc and Bcc options to the email.
• Type in the message here. 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.
• Click to send the email.
• Click to save the email in the draft section.
• Click to cancel the creation of the email.
• Click to attach a document with the email.

You can access the year view of the Calendar by clicking on the Year tab.

• The Tasks and Events occurrence dates are highlighted and details of the corresponding dates can be viewed in a pop-up on mouse hover.
  
• You will be able to edit the existing Events and Tasks by clicking on the
• By double clicking on any of the dates, you will be taken to the Day view of the corresponding date.
• You can switch to today’s day view by clicking on .