Year: 2019

The whole idea of integrating social tab in the CRM is to build an integrated interface for users and customers to share and collaborate. With the facility of managing social media from the CRM, you can get a deeper insight into the customer’s likes, preferences and opinions and accordingly customize your client approach.

You can get social feeds of a lead by adding the social profile link/URL in the CRM database.

Adding of social links into the CRM:

• • Clicking on the drop down option, you can choose the social medium for which you want to put the social link.
    Note: at present, ConvergeHub only supports Twitter. Integration of other social mediums is soon to follow.

After clicking on Twitter, you can copy paste the social link of the lead’s Twitter profile in the empty field.

• Once you have copy pasted the link, click on to complete the procedure.
• Click on if you do not want to save the social link in the CRM.

Viewing the social updates
You can view the social feed of a lead in 2 ways:

a. Clicking on the icon under the lead’s image will redirect you to his/her Twitter profile.

New lead can be added by clicking on option in the left panel of the lead listing page or by clicking on tab in the upper right corner of the lead listing page. Detailed information of the lead can be added through six different tabs (general, address, sales process other, social links and tags) which have their own corresponding fields.

• You need to fill in the first name of the lead (which is optional.)
• You can select the type of lead from the drop down menu.
• You can select the Lead source.
• 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.
• You can state from which industry the lead is related to.
• You can enter multiple Phone Types and numbers by clicking on the link. You can also choose any one of the phone numbers as primary.
• You can enter multiple Email addresses by clicking on the link. You can also choose any one of the Email addresses as primary.
• Last name of the lead is a mandatory field to be filled.
• You need to fill in the lead-related account name here.
• You can set the lead status from the drop down menu.
• 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.

Sales Process
You can view the sales process of the lead under this tab.

• Name of the sales process.
• You can update the sales process by clicking on the check boxes beside the several tasks.
• You can click on tab to update the changes made to the sales process.

Other
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.

Goal
It is an example of a customized field. ConvergeHub users can add new fields to the CRM (such as Goals) depending on their requirement.

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:

All Leads can be viewed in the listing page. The left panel of the Leads Listing page includes the following options:

• • Leads can be added to the listing page either from the link in the left column or by clicking on button on the upper right corner of the page.
  • You can add bulk Leads through a CSV file from the link.
  • You can create Leads reports using link.
  • Web form script can be generated from the link.

• • You can perform a quick search by inputting keywords on the Search field.
  • You can also search your Lead by using various search criteria through the Advanced Search 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 on the Saved Searches drop down.

• • By selecting check boxes beside the Leads, you can select all the Leads and from the action drop-down, you can Mass Update them.
  • The Leads can be added to you favorites by clicking on .
  • The Leads can be followed by clicking on . You will be able to receive all the Leads status change and updates in the feeds.
  • You can change the order of the top fields in the Leads listing page by dragging them from the cursor to the desired position.

• • You can get the options of adding task, event, note, comment; viewing followers, sending email, referring the lead to a third party and uploading a relevant file (from the computer or from the CRM library) by hovering the cursor on a particular lead.
  • The display of various Lead fields can be customized by making mouse hover on and then selecting the required fields you want to display.

• • By selecting check boxes beside the Leads, you can perform multiple actions on them from the action drop-down.
  • You can edit a lead detail by clicking on .
  • You can delete a lead by clicking on .

• You can export any lead to CSV or PDF format. You can also delete a lead by clicking on
• The Leads listing is paginated and you can set the number of the Leads you want to display per page.

The Week view can be displayed by clicking on the Week tab

• You can double click on the blank space of the Week Calendar and add Tasks and Events through pop-ups.
  
• You can rearrange the timing of the Tasks and Events as per you requirement by dragging.
  
• You can view Both Event and Task or only Event or only Task through these buttons. These are toggle buttons which display Events and Tasks as per your selection.
• You can browse previous or next Week by clicking on .
• You can switch to today’s date view by clicking on .

This page contains all the information that you have added while creating the Lead. The information is view able through the General, Address, Other and Tags 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.

• • The lead can be added to your favorites by clicking on .
  • The lead can be followed by clicking on . By doing so, you will be able to receive all the lead status change and updates in the feeds.
  • You can edit the lead detail by clicking on the link.
  • You can make use of the GoToMeeting app by buying an account in this application and then inputting the account information in ConvergeHub. Please note through the GoToMeeting app, you can easily conduct meetings and conferences.The same rule is also applied in sending SMS and fax through ConvergeHub. You need to set up your account in the respective SMS and fax third party application to make use of these features.
  • 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.

• • The Sales Process tab are displayed in the Sales Process tab.

• • Other significant information like Referred By, Department, Created By, Title, Last Modified By and Description etc is view able in Other tab.

• • It is an example of a customized field. ConvergeHub users can add new fields to the CRM depending on their requirement.

• The will take you to the previous page.
• The icon helps you create relationship between Lead and Library, Notes. Products, Events and Tasks.
• 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 send FAX to the lead by clicking on this option.
• 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 option.
  • You can write your own comment in the comment box and share it with other users by clicking on the tab.
  • 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.

Social Tab

You can view the updates made by the lead in different social media platforms. This can help you and your sales team gain a better understanding of the lead.

The whole idea of integrating social tab in the CRM is to build an integrated interface for users and customers to share and collaborate. With the facility of managing social media from the CRM, you can get a deeper insight into the customer’s likes, preferences and opinions and accordingly customize your client approach.

You can get social feeds of a lead by adding the Other link/URL in the CRM database.

Adding of social links into the CRM:

1.

2.

The Month view of the Calendar can be accessed by clicking on the Month tab

• New task/Event can be added by double clicking on the blank space of the Calendar. A pop-up will open where you can add Task or Event.
  
• You can edit or rearrange Tasks/Events by dragging them to the desired day of the month.
  
• You can view Both Event and Task or only Event or only Task through these buttons. These are toggle buttons which displays the Events and Tasks as per the requirement.
• You can switch to today’s date view by clicking on .
• You can view previous and next Month Calendars by clicking on .

Web to Lead forms can be edited by hovering the cursor on a Web to Lead form in the listing page and clicking on the edit option.

• • Change the Form Heading.
  • Modify the Layout of the Web to Lead form. Choose and then drag and drop the fields in the two columns.
  • Click on Others to edit the remaining details of the form.

• • Change the agent to whom you would like to assign all the leads that get generated from the form.
  • Edit the text that you would like to have on the form submit button.
  • Edit the description to the form.
  • Edit the text that you would like the lead to get post the successful completion and submission of the form.
  • Give in another URL of the landing page where the lead will go to after the successful completion and submission of the form.
  • Click on Next to proceed further or else click on Cancel to stop form creation process.
  • Get a preview to the form created.

• • Further customize the form by making changes in the source code.

• • Click on Edit section to make more changes in the text of the form.

• • Click on embedded code to copy paste the code into the website back-end.

• • Click on Download option to open the form HTML page. Or else, click on Back to recede.

Leads can be edited by clicking on the link on the Leads details page. All the content which are added to a Lead can be edited through the below-mentioned tabs.

• • All the general information on a lead can be edited through the General tab.
  • Multiple addresses of a Lead can be edited through the Address tab.

• • The sales process can be edited as per the evolving requirement.

The sales agent can click on the check boxes after the completion of the activity.
He can change the sales process set for the lead by clicking on the drop down option.
In addition, he can also edit the activities of the sales process by clicking on them individually.
For example –

Clicking on an activity will pop up a new section where the activity can be edited.

• • Other significant information, like Referred By, Title, Department, Lead Image, Birth date, Website and Description can be edited from this tab.

Image Cropping
The size of the lead image can be cropped by clicking on the edit option.

Clicking on the edit option, a pop up window will appear from where the user can do the required image cropping.

Once the image is cropped according to the required size, Ok option needs to be clicked upon to save the changes made.

• • All the social links of a Lead can be edited from the Social Links tab.

• • It is an example of a customized field. ConvergeHub users can add new fields to the CRM depending on their requirement. Similar to other fields, the data inserted in the customized field can also be edited easily.

• Once the changes are made, you need to click on to update the new information.

New Web to Lead form can be added by clicking on link in the left panel or by clicking on button in the upper right corner of the Web to Lead listing page. Detailed information to the Web to Lead form can be added through two sub tabs (Layout and Others) which have their own corresponding fields.

• • Fill in the Form Heading (which is a mandatory field).
  • Frame the Layout of the Web to Lead form. Choose and then drag and drop the fields in the two columns.
  • Click on Others to fill in the remaining details of the form.

• • Choose the agent to whom you would like to assign all the leads that get generated from the form.
  • Type the text that you would like to have on the form submit button.
  • Add a description to the form for detailed reference.
  • Type the text that you would like the lead to get post the successful completion and submission of the form.
  • Give the URL of the landing page where you would like the lead to go after the successful completion and submission of the form.
  • Click on Next to proceed further or else click on Cancel to stop form creation process.
  • Once clicked on Next, click on preview to see the form created.

• • Click on Edit to make changes in the text of the form.

• • Customize the form by making changes in the source code.

• • Click on landing page to get the live link of the form.

• Click on Download option to open the form HTML page. Or else, click on Back to recede.

Leads are the people, more specifically prospects, who can be converted to Deals, Contacts and Accounts.

Leads can be added manually to the CRM or can be imported through a spread sheet or through web forms etc. You will be able to store all the required information of a Lead in ConvergeHub. You will be able to view, add and edit all possible contact details you have for a Lead. You will also be able to map a Lead with all the possible relationships (if any) with Accounts and Contacts.

You will learn more on managing leads from the following sections: