Year: 2019

How to Use Mass Update
The Mass Update feature is designed to help you quickly edit multiple records at the same time. This is especially useful when you need to apply the same change to a large group of leads, contacts, deals, or accounts.

Imagine you need to assign a group of new leads to a specific sales agent. Instead of editing each record individually, you can use Mass Update:

Use the Checkboxes to select all the leads you want to update.
Then, click the Actions dropdown menu, and select Mass Update.

Choose Patricia Jones from the Assigned to field.
You can also use this feature to update fields such as Lead Source, Lead Status, or Industry for multiple leads at once.
Click on Save Button.

Finally, click Update to confirm the changes. The update will be completed in just a few minutes!

ConvergeHub allows you to integrate social links of your leads and contacts within their respective details page. This helps you to view their conversations over social media and keep track of their social activities from within the CRM, for taking real-time actions and driving better engagement.

To integrate social links to leads and contacts, follow the steps below:

• Open the Record: First, open the specific lead or contact you wish to update.
• Enter Edit Mode: Click the Action tab and select the Edit option. This will allow you to make changes to the record.
• Navigate to Social Links: Go to the Other tab. Here, you will find the Social Links section.
• Add a Link:
  Select the social media channel (e.g., LinkedIn, Twitter, Facebook) from the dropdown menu.
  Paste or type the full URL of the social media profile into the text field.
• Add More Links (Optional): If you need to add another social media link, click the Add Another button. A new row will appear for you to repeat the previous step.
• Save Your Changes: Once you are finished, click the Save button to apply the updates. If you want to exit without saving, click Cancel.

Continue reading “Integrate Social links to enrich leads and contacts”

At ConvergeHub, we totally understand the importance of importing records from external sources to CRM. That is precisely why, we have a robust import functionality to make you import Accounts, Contacts, Deals, Leads, Partner and Targets (gathered through various sources) in minutes within ConvergeHub.

To view the step-by-step process of Importing records, click here.

In ConvergeHub, you can organize the layout of each custom field as per your requirement. The steps to do so are specified below:
First, go to Settings in the bottom left. From there, navigate to App Setup and select Custom Fields. 

• Then go to Organize.
• Module Name: Pick a module name from the dropdown menu to get started.
• Available Tabs: Click on a tab to see where the custom fields are currently located.
• Left/Right Panels: Simply drag and drop fields between the left and right panels to move them.
• Unpublished Field: All fields that haven’t been published yet are visible here.
• Layout Fields: Use this section to add elements like a Filler, Separator, Label, or Group Repeater.

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

To start, go to Settings in the bottom left corner. From there, navigate to App Setup and select App Store.

Click the “Buy” button to get the plugin.

Click “Details” to learn about the exact functionality the app integration provides in ConvergeHub.

Click “Settings” to complete the setup and start using the app within ConvergeHub.

ConvergeHub provides a very easy and quick process of adding users. Admin users are just required to go to their Account Settings section and add in the required details of the new members.

To view the step-by-step process of adding users to ConvergeHub Account, click here.

ConvergeHub allows users to share leads, contacts and docs with partners, vendors, agents or other business associates. Inevitably, this makes it easy and quick for the users to collaborate within their internal and external network and get things processed faster.

To know more about ConvergeHub Partner module, click here.

After series of nurturing and communication, there comes a point when the lead finally makes the purchase. At this juncture, you can convert the lead into account, contact and deal straight away from the leads section itself. On conversion, all the lead details are automatically transferred into the account, contact and deal section, saving you from the hassle of doing any manual updating.

• To convert a lead, click the three dots before the lead’s name on the lead listing page, and then select Convert.
  
  Note:- You get the option of Convert in the Lead Details Page too. Click on Action drop down and select the option Convert there.
  
  Post clicking on Convert option, a section will pop up:-
  
• Copy: Select the checkbox to copy the library and history.
• Create Contact: Select the checkbox to create a contact from the lead.
• Create Deals: Select the checkbox to create a deal from the lead.
• Comment: Add a comment related to the lead conversion.
• Convert: Click the blue Convert button to complete the process, or click Cancel to stop.
• Go to Full Convert: For a more detailed conversion, click Full Convert to access a longer form.Accounts: Fill the Account related information under this section.
  Contacts: Click on Contacts to fill the Contacts related information.
  Deals: Click on Deal to fill the Deal related information.

ConvergeHub allows you to update the dropdown values as per your process requirements. To start, go to Settings in the bottom left corner. From there, navigate to App Setup and select Dropdowns.

To update the dropdown fields, click on the desired option, such as Account Status, Account Type, Campaign Type etc.

Click the button to add a new value to the dropdown.

Hover the cursor on any of the existing value to edit or delete it.

You can get a descriptive view of the campaign by selecting the respective campaign from the Campaign Listing page.

General
After you click on any Campaign, you will get redirected to its General page.

Summary
Here you get an analytical summary of the result of the campaign. Some of the important details mentioned in the summary section are as follows:

Number of recipients email sent.

Number of people who have opened the e-mail

Number of people who have clicked on the link

Number of people who have opted out

Number of invalid e-mail id (if any).

You can get a descriptive view of the broadcast by selecting the respective broadcast from the broadcast listing present under the campaign details page.

Campaigns are an important element of Marketing. A successfully created campaign can bring about a long list of leads, helpful for the sales team to materialize upon. In this section, you will get a step-by-step instruction on how to create a campaign within a few minutes.

A complete overview of the campaign module and its features are covered under the following categories: