Year: 2019

The profile details page contains all your general information, address, settings etc.

You can view your user account details from General, Address, Settings, SMTP, and Email Signature tabs.

To modify account information, click on the Edit button from the Action dropdown.

You have 5 tabs through which you will be able to edit your information.

General information can be edited from the General tab.

Addresses can be edited from the Address tab.

Currency, Language, Time Format, Time Zone can be edited from the Setting tab.

SMTP can be edited from the SMTP tab.

You can add/modify/delete the social link from the Social Links tab.

To modify your email signature, go to the Email Signature tab.

Your profile contains the information that you have inserted about yourself while creating the account or while your manager created the account for you. You can manage your profile and change password to secure your login from the following modules.

You will be able to access and manage your profile from the link which appears when you make your mouse hover on your Profile Image or your Name at the upper right corner.

• On mouse hover, the profile pop up will display.
• On clicking the View Profile button, the details of the profile page will open up.

Details of a report can be viewed by clicking on the corresponding report from the Report Listing page. A tabular report format presents the report data in different columns under several headings.

• • You can edit the report by clicking on the link beside the name of the Report.
  • You can select Copy or Edit features from the Action drop down.

• You can export your report in PDF or CSV format.
• You can set the number of rows you want to display per page.

You can improve security of ConvergeHub account by allowing access to only specified IPs for preventing unauthorized use. To set network access, you need to click on  option under the Administration Setup of your Account Setting page.

• You can set individual IPs separately. You can also add more than one New IP Address by clicking on .
• You can define IP Address range to allow access. You can also add more than one IP Address range by clicking on.
• Clicking on the  button will save the network access settings. Clicking  will nullify the process.

Details of a report can be viewed by clicking on the corresponding report from the Report Listing page. A summary report gives you an overview of all the important details in the report. In addition to the written information, it also offers different chart view of the report data.

Chart

The group shown in the chart is mentioned. Example- in the above pie chart, the different lead sources are shown.

You can select the chart view for the report by clicking on the drop down.

ConvergeHub provides a series of templates that you can use in the course of communicating with your leads and customers. These templates are predefined mail formats built for the following themes:

• Business
• Seasonal Holiday
• Newsletter
• Press Release
• Announcement
• Business Letter
• Card
• Reminders
• Invitation
• Offer-based
• Promotion
• Events
• General
• Mobile-Friendly
• Inspirational.

You can edit the predefined templates to suit your specific requirements.

How to Use the Templates?

To start, go to Marketing from the menu on the left and click on Templates. Once you’re on the template listing page, you can create a new one by clicking the button in the top-right corner. The Add Template page will open, where you can fill in the necessary fields.

• Add Template Name: Fill the Name field.
• Template Type: Choose the template’s purpose, such as Email, Invoice, Direct Mail, or Agreement.
• Template Category: Select a template category from the dropdown menu.
• Add Subject: Create a subject line for your template.
• Insert Variables: Select the modules to whom you want to send the template to.
• Insert: Select the variable that you want to add in the Template Verbiage. Click on   to add the variables in the body of the Template.
• All Categories: Select the predefined Template category. Choose any one of the template designs under the selected category and click on Apply.
• Edit/Modify: Edit the Template layout as per your business requirement.

  

• Assigned To: Assign this template to your team member.
• Attach New File: Attach a separate file if required.
• Create Thumbnail: Check this box to enable the thumbnail.
• Save: Click Save to confirm, or Cancel to exit without saving.

ConvergeHub allows the admin to send a broadcast message in the form of an ‘announcement’ or an ‘alert’ to all its users. To create Broadcast Messages:

• Go to Admin Settings.
• Select Settings (Left Menu).
• Choose Administration Setup.
• Click on Messages. This will open the interface for creating and managing broadcast messages.

Then click on the New button.

1. Click on the drop down to choose the message type – Announcement or Alert
2. Type in the message content.
3. Set the Start date of the Message.
4. Set the End date of the Message.
5. Set the Status of the Message as Active or Inactive.
6. Click on Save to complete the Message formation process. Or else, click on Cancel.

ConvergeHub provides the admin the benefit to automatically record all the mails that they send from the CRM application. To avail this feature, you just need to click on  option in the left panel under the Administration Setup section.

• ConvergeHub provides a specific email address to every admin. While mailing to leads and contacts from the CRM, you can keep this email address as CC or Bcc in the emails. Doing this will automatically add the mails into the respective leads or contacts details page.
• Click on Enable to select this option and avail the feature. Or else, click on Disable.
• Add all the email addresses that you use while communicating with leads and contacts. Once you add the email addresses, the CRM system will take a note of it and update it in its database.
  Note: Only the emails sent from the recorded email addresses (with ConvergeHub email address as CC or Bcc) will be saved and added to the respective leads or contacts details page.
• In case you send an email to a new lead or contact whose details are not stored in the CRM, you can decide whether ConvergeHub will:
  • save it as a lead
  • save it as a contact
  • do nothing with the new email contact
• Click on Save to complete the settings. Or else, click on Cancel.

You can get a complete view of the existing reports through the report listing page. Name of the report, report format type, description and date entered are all mentioned here. The left panel of the Reports Listing page includes the following options:

• • You can add new reports to the CRM database by clicking on link.
  • You can view sample reports created by the super admin for reference purpose.

• • You can perform a quick search by inputting keywords on the Search field.
  • You can also search your Reports 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 Reports, you can select all the Reports and from the action drop-down, you can Mass Update them.
  • The Reports can be added to your favorites by clicking on .
  • You can delete multiple reports by selecting them through the checkbox and clicking on .
  • The Reports listing page is paginated and you can set the number of Reports you want to display per page.
  • By selecting check boxes beside the Reports, you can perform action on them from the select drop-down.
  • You can edit or delete a report by hovering the cursor on the respective report.
  • The display of various Report fields can be customized by making mouse hover on and then selecting the required fields you want to display.

• You can add new reports to the CRM database by clicking on tab.
• The listing of Reports can be viewed in in both column and row formats.

Targets
They are the people, who fall under the criteria of your target audience and thereby hold the possibility of getting converted to your business’s leads. Targets can be added manually to the CRM or can be imported through a spreadsheet. You can view, add and edit all possible contact details you have for a Target. You can also map a Target with Leads and Accounts.

List
It is the group of people who serve as the target of a campaign. ConvergeHub allows you to create your own list for every campaign.

Segments
Depending on the requirement, you can filter the campaign list by creating different Segments under it. When creating a Campaign, you can select Segments and Lists to target the exact group of people.

ConvergeHub offers its users 10+ Predefined reports in sales, marketing, customer support, and inventory management modules. You can go through these ready-made report templates, customize it as per your requirement and use it for your regular business analysis.

You can get a complete view of the pre-defined reports through the pre-defined reports listing page. Information like Name of the report, report format type and related module and so on are mentioned in the listing.