Year: 2019

ConvergeHub users can use GoToMeeting (online meeting and web conferencing solution) through their ConvergeHub account itself. They are just required to download the GoToMeeting 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 GoToMeeting app in the user account.
  
• Post the successful integration of the GoToMeeting app into the user account, you will get the GoToMeeting option for all leads, contacts and accounts stored in the system.
  
• Clicking on the GoToMeeting option , a pop up window will appear. Under the General Tab you can set the name of the meeting, start date and end date.
  
• Under the Invitees Tab you can enter the total meeting invitees.
  
  Click on save to store the meeting information in the system.
  Note : Provide login credentials and click on Save to enter the GoToMeeting settings menu.
  

You can get an overview of all the targets in the target listing page. Name of the target, account name, industry, type, phone no and conversion status are all mentioned here.. New target can be added to the Listing page either by clicking on link in the left column or by clicking on tab in the upper right corner of the page.

• • You can carry out a quick search of different targets by putting keywords in the field.
  • You can carry out an advanced search of the different targets by filling in the various search criteria. The search criteria will open up once you click on the link.

• • You can save the criteria that you put in the Advanced Search option. The criteria you save will be available on the drop down. Doing this will prevent you from typing in the same criteria repetitively.
  • You can click on the check-box to select one or multiple targets for mass update.
  • The targets can be added to your favorites by clicking on icon.
  • You can edit the detail (name, account name, industry and phone no) of the target by clicking on the inline edit option.
  • You can get the options of adding comment and sending email to a target by hovering the cursor on it.
  • By selecting check boxes beside the Targets, you can perform multiple actions ( Add to lists, Convert to Lead, Mass Update and Email.) on them from the action drop-down.
  • You can add a target by clicking on tab on the upper right corner of the page.
  • You have two types of views for the listing page i.e. column view and row view . You can select the view depending on your requirement.
  • The display of various Target fields can be customized by making mouse hover on and then selecting the required fields you want to display.

• • You can edit or delete a target by hovering the mouse on it.
  • You can add comment, copy and email to the target by clicking on Select drop down option.

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

ConvergeHub users can send FAX to their leads, contacts and accounts through their ConvergeHub account.

• Click here to integrate the app in your ConvergeHub user account.
• Post the successful integration of the FAX app into your account, you will get the FAX option for all leads, contacts and accounts in their respective details page.
  

ConvergeHub users can carry out email marketing through their ConvergeHub account itself. They are just required to download the Email App from the ConvergeHub Apps Store and integrate it into their ConvergeHub user account.

1. Click here to integrate the app in your ConvergeHub user account. Post the successful integration of the Email app into your user account, you can send up to 100 emails per month through ConvergeHub.

Admin users can use DocuSign (e-signature solution) through their ConvergeHub account itself. They are just required to download the DocuSign 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 DocuSign app in the user account.
  Note: Clicking on settings will pop up a new section where you need to provide your DocuSign account credentials.
  
• Post the successful integration of the DocuSign app into the user account, you will get the DocuSign option for all documents stored in the CRM system.
  
  Clicking on option, a pop up window will appear from where you can send the respective document for signature.
  
• Type in the recipient name or select the recipient from the dropdown option.
• Type the person’s email to be notified once the recipient has signed the document sent for signature.
• You can change the default subject as per your requirement.
• You can change the default message as per your requirement.
• Click on Send to complete sending the document. Or else, click on Cancel to stop proceeding further.

All the information pertaining to a Target is displayed in the Target details page under the four sub tabs: General, Address and Other.

• • The target can be added to your favorites by clicking on .
  • The target 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 target detail by clicking on the link.
  • It displays general information like the First & Last Name, Type, Account Name, Industry, Lead Name, Phone No, E-mail and Comments.
  • Multiple addresses of the Target can be viewed from the Address tab.

• • In the Other tab, significant information like Department, Annual Revenue, Birth date, Website, Created by, Description, Title, No of employees, Last Modified By, Description and Comments is displayed.

• The icon will take you to the previous page.
• The icon helps you add/create target-related List, Notes, Products and Tags. You can also add/create target-related files in the library.
• You can copy, edit, convert a target to a lead and add a target to a list by clicking on the action drop down.

Feed Tab
You can view all the updates/comments on the Target through the Feed tab.

• You can also 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.

New target can be added by clicking on in the left panel or by clicking on tab in the upper right corner of the target listing page. Detailed information of the target can be added through four different sub tabs (general, address, other and tags) which have their own corresponding fields.

• Select the salutation from the drop down option.
• Select the Status from the drop down option.
• You need to fill in the first and last name of the target (which is optional.)
• You can select the type of target from the drop down menu.
• You need to fill in the Company name of the target.
• You can state from which industry the target is related to.
• You can enter multiple Phone Types and numbers. You can also choose any one of the phone numbers as primary.
• You can enter multiple Email addresses. You can also choose any one of the Email addresses as primary.
• You can click on tab to save the details and proceed to the next section – address.

Address Tab
Multiple addresses of the target can be added from the Address tab.

Other
Other details of a target such as Department, Birth date, Website, Description, Annual Revenue, Employees and Title can be added through Other tab.

ConvergeHub has a comprehensive apps store that allows users to shop for a hoard of third-party apps on per-user/per-month basis. At present, app integration solution is available for – QuickBooks, DocuSign, GoToMeeting, Twilio, and many more.

• Click here to find the details about the app.
  
• Click here to integrate the app in your ConvergeHub user account.
• Click here to see more of the third-party apps available for use in ConvergeHub.

1. My Apps

This will show the total list of apps selected by you from the Apps Store for use.

• Click here to complete the settings for a proper integration of the third-party app in your user account. Clicking here will pop up a new settings section where you need to provide the API key, Login Password and Login EmailFor example –
  
• Click here to find the details about the app.For example –
  
• Click here to go back to My Apps section
• Click here to remove the app from your My Apps section.

ConvergeHub is a highly customizable CRM and allows you to customize the fields of the listing page, create dropdowns and direct access to the app stores.

Detailed user guides are available for:

ConvergeHub allows you to import targets from your locally stored CSV files into the CRM database.

• • Browse for the file that you want to import.
  • By clicking the check box beside Add to List option, you can select an existing list to which you want to import the file.

Note: You can also create a new list by clicking on the
option.

• • If your CSV file has one/more headers, then you are required to select the check box. Doing this will help the CRM to map the data according to the headers in the CSV file.

• • You can check for duplicate entries using ConvergeHub’s smart duplicate checking functionality.

When you click on Check Duplicate option, you get the option of selecting the fields for which you want to use the duplicate checking intelligence. Example – Name, Phone, Email etc. Also, you will have to select whether you want the system to ignore the duplicate contacts or update them with the information from the list.

• • Click on to import the list.
  • Click on to stop importing the data.

• • Select the user to whom you want to assign the imported contacts.
  • Select the ConvergeHub field where you want the respective data (from the to-be imported list) to get merged into.
  • Fill in yourself or select from the drop down the default value for every field.
  • Click if you want the system to remember the field matching.
  • Click on Continue to proceed with the file import. Or else, click on Cancel to stop proceeding further.

• You will see the result of the duplicate checking done by ConvergeHub system. Based on the result, you can either ignore the errors and continue or cancel the file import process altogether.

Assignment of imported targets to multiple users
You can import targets to different reps automatically from the system itself.

• During the time of file import, click on the second option – Data file contains assigned user
• Select the column in the CSV file which contains the assigned to reps’ name.

Target-related information can be edited by clicking on the link on the Target details page.

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

• • Significant information like Department, Annual Revenue, Birth date, No of employees, Website, Title and Description can be edited through Other tab.

• Once you have completed the editing, click on to implement them.
• Click on to prevent the implementation of the new changes.