Year: 2019

Company admin can manage his profile from the view profile section.
To view/edit the personal profile, the admin needs to click on  which appears on hovering the mouse on the account image or name at the upper right corner.

Example –

The admin can access the profile details from the left navigation as well.

The details of the Profile Setting are displayed through the tabs General, Address, Setting, and Email Signature. He can edit the profile details by clicking on the   button.

General

The General tab displays information such as First Name, Last Name, User Name, Reports, Phone, Email.
Users can edit the details by clicking on icon that appears on hovering the mouse on the present data.

Address

The Address tab displays the primary and Other address.
The admin can edit the details by clicking on button at the top or clicking on that appears on hovering the mouse on the present data.

Settings

• The Setting tab displays the Export Charset, Export Delimiter, Time Zone, Time Format, Date Format, Phone Format, Default Phone Code, Fax Format, Landing Modules, Language and Currency. The details inputted in these fields is set default for all the modules in ConvergeHub CRM. The admin can edit the details by clicking on the  button at the top or clicking on   that appears on hovering the mouse on the present data.
• Clicking on   will bring back the data set by default in Converge CRM.

Email Signature

The Email Signature tab displays the signature set by the admin for all his emails. Email signature can be edited by clicking on  button at the top.

Company admin can manage his profile settings from this section. He can change his password and can edit the details of his profile from here.

Detailed explanation to manage Company Admin Personal Setup is as follows:

You can customize and create new drop down lists for different fields under different modules. To start, go to Settings in the bottom left corner. From there, navigate to App Setup and select Dropdowns.

Clicking Dropdowns takes you to the page for creating new dropdown menus.

A list of fields will appear automatically, allowing you to create custom dropdowns.

Click the +Add New button to add a new item to the dropdown list.

You can also edit or delete existing dropdown fields.

Accounts involve any Company, Person or Reseller with whom your organization has done transactions, is currently doing or is planning to do in the future. ConvergeHub Accounts module helps you to manage all the details of your accounts (company address, industry, lead source, number of employees, annual revenue etc) efficiently. Further, it helps you to view the relationship the accounts have with your Contacts, Deals and Leads.

ConvergeHub admin users can create custom fields for different modules, such as – Accounts, Leads, Contacts, Deals and Cases etc. To start, go to Settings in the bottom left corner. From there, navigate to App Setup and select Custom Fields. You can then create a new custom field by clicking the button in the top-right corner.

• Module Name: Select the module name for which you want to create the custom field. A drop-down menu will appear for you to choose from.
• Field Label: Enter the name you want to appear in the user interface into the field label field.
• Field Name: Set the field name.
• Field Type: Select the field type like – Radio, Check Box, List, Text field, Text area, and Date field.
• Field Items: Enter the field items names for the following options: Radio, Check Box, List, and Boolean.
• Publish: Choose whether you want to publish the custom field or not.
• Tab Name: Select the tab name where the field will appear.
• Help Text: Add help text to the custom field to provide a better explanation for users.
• Default Value: Set a default value for field items.
• Required: Choose whether you want the custom field to be set as mandatory or not.
• Advanced Search: Choose whether you want the custom field to have advanced search or not.
• Copy: You can choose whether you want the custom field to be applicable under the copy functionality or not.
• Progress Indicator: The progress indicator is a visual tool that tracks your sales pipeline and shows the status of each field item.
• Quick View: Enable to view the custom field in the quick view pop-up or disable it.
• Inline Edit: You can choose whether you want the custom field to have inline edit option or not.
• Mass Update: Choose whether you want the custom field to have mass update option or not.
• Kanban View: Enable for ‘Kanban View’ for viewing Custom Field in action drop down of Kanban View.
• Feed Entry: Show/Enable custom field in feed entry section.
• Save: Click on the save button to create the custom field. The newly created custom field will appear under the selected tab of the respective module.Custom Fields Listing Page: You will find information about Prospect Mapping, Lead Mapping, and Organize.
  Prospect Mapping: Use the Prospect Mapping option to transfer prospect details and convert them into leads. After clicking, you’ll be taken to the Prospect Custom Field Mapping page.
  In the screenshot below, select the lead custom field where you want the prospect’s data to be added.

  Lead Mapping: You can transfer the lead details into accounts, contacts and deals through the lead mapping option.

  Organize: To change the position of your custom fields, first click Organize. Then, simply choose your module and tab to view the existing fields, which you can then drag and drop the fields into the desired position.

The Layout Editor in ConvergeHub is a tool for admins to customize the design of CRM pages for modules like Accounts, Contacts, Leads, and more. It helps you change the look and feel using three main elements: Labels, Fillers, and Separators.

Labels: Drag to add a heading, then click Label Settings to name it, and adjust the font size, style, and color. You can copy the color code for consistent styling.

Fillers: Drag these to add proper spacing on the page.

Separators: Drag these to categorize your custom fields.

To begin, navigate to the Marketing section via the left-hand menu, and then proceed to the Templates section.

To create a new agreement template, click the +New button in the upper right corner of the Template listing page.

Template Name: You must fill in a name for the template.

Template Type: Select a template type from the dropdown to define the broadcast channel. Options include email, quote, invoice, agreement, etc.

Subject: Write the subject line for your template.

Insert Variables: To add variables to the template body, select the required modules and fields from the dropdown menus.

All Categories: Use the predefined templates to help you get started.

Save: Click the Save button to complete the process.

ConvergeHub admin users can make audio call to all their contacts through the CRM itself. They are just required to download the Voice Call Twilio App from the ConvergeHub Apps Store and integrate it into their ConvergeHub user account.

• Click on Get App option to include the Voice Call Twilio app in the My Apps section.
  
• Click on settings to complete the integration of the Voice Call Twilio app in the user account.
  
  Note: Clicking on settings will pop up a new section where you need to provide the Phone Number, Account SID and Auth Token.
  
• Post the successful integration of the Voice Call Twilio app into the user account, you will get the call option for all leads and contacts (provided you have feed in their contact numbers into the system).
  
• Clicking on the call option , a pop up window will appear from where you can make the call to the respective contact.
  

You can edit the template in two ways:
From the Template Details page, click the Edit button.
From the Template Listing page, click the three dots (…) next to the template and then select the Edit icon.

Name: You can edit the name field. (Please note that Name field is mandatory to fill.)

Template Type: You can edit the broadcast type for which you want to create the template.

Insert Variables: You can edit the template variables by selecting the required modules from the drop down option and then selecting the required field.

Subject: You can edit Subject in the subject field.

All Categories: You can select from the predefined Templates to create a template as per your requirement.

The templates are predefined formats that you can use to design mails and newsletters to send to your clients. You can also edit and add new templates in ConvergeHub for more personalized experience.Under this section of user guide you will find detailed guidance on how to:

ConvergeHub admin users can send SMS to their leads, contacts and accounts through the CRM itself. They are just required to download the SMS App from the ConvergeHub Apps Store and integrate it into their ConvergeHub user account.

• Click here to integrate the app in your ConvergeHub user account.
  
• Click on settings to complete the integration of the SMS app in the user account.
  
  Note: Clicking on settings will pop up a new section where you need to provide the Phone Number, Account SID and Auth Token.
  
• Post the successful integration of the SMS app into your account, you will get the SMS option for all leads, contacts and accounts in their respective details page (provided you have feed in their contact numbers into the system).
  

Admin users can integrate their QuickBooks Online account with ConvergeHub and synchronize Customers, Contacts, Products and Invoices between both the platforms.

• Click on Details to read the benefits that you get on integrating QuickBooks Online within ConvergeHub.
  
• Click here to integrate the app in your ConvergeHub user account.
  
• Click on settings to setup the app and complete the integration in the user account.
  Note : Clicking on settings will pop up a new section. Click on Connect to QuickBooks.
  
  Provide login credentials to authorize ConvergeHub to connect to your QuickBooks Online account.