Year: 2019

Targets 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 spread sheet. You will be able to store all the required information of a Target in ConvergeHub. You will be able to view, add and edit all possible contact details you have for a Target. You will also be able to map a Target with all the possible relationships (if any) with Leads and Account.

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

New List 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 listing page.

• The Name is a mandatory field where you have to put in List name.
• You can enter Description of the List and click to save the List.

You can get an overview of all the users in the user listing page. Name of the user, administrator, status and email are all mentioned here. New user can be added to the User Listing page by clicking on  tab in the upper right corner of the user listing page.

• You can carry out a quick search of different users by putting keywords in the  field.
• You can carry out an advanced search of the different users by filling in the various search criteria. The search criteria will open up once you click on the   option.
• 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 users for mass update.
• The Users can be followed by clicking on .
• You can export any user detail to CSV or PDF  format. You can also delete a user detail by clicking on  icon.
• The Users listing is paginated and you can set the number of Users you want to display per page.
• Click the three dots located to the left of the user to access options such as Create Task, Schedule Event, Add Comments, View Followers, Copy, Delete and Send Email.
• By selecting check boxes beside the Users, you can perform mass email them from the action drop-down.
• Add new users by clicking on clicking on  tab.
• You have two types of views for the Users listing page i.e. column view and row view   . You can select the view depending on your requirement.
• The display of various Users fields can be customized by making mouse hover on  and then selecting the required fields you want to display.

The User details page shows the details added to a corresponding user account. The information is view able through the General, Address, Settings and Tags tabs.

• The user can be followed by clicking on .
• You can edit the user detail by clicking on the button.
• The General tab includes information of the user such as Name, Phone number, Email address, Social site links etc.
• You can see the address of the User in the Address tab.
• Time zone, Language, Currency, Date etc. is defined in the Settings tab.
  
• Details of the SMTP settings is displayed in the SMTP tab.
• The  will take you to the previous page
• You can add a sub panel of roles, teams, events and tasks by clicking on button
• You can copy and edit the user detail by clicking on the action drop down option.
  

Feed Tab

You can view all the updates/comments on the User 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.
• Like and unlike can be posted on Comments by clicking on the   option.

To edit a user’s information, click the three dots located to the left of the specific user, then select the  option to make changes. All the content which are added to a User can be edited through the below-mentioned tabs.

• Through General tab, you will be able to edit information such as – First Name, Last Name, Department, Is Administrator, Status, Phone, Email, User Image and Reports To.
  
• Address tab let you edit the Primary and Other address fields.
  
• The Setting tab helps you edit Export Charset, Export Delimiter, Time Zone, Time Format, Date Format, Fax Format, Currency, Language and Landing module.
  
• Through SMTP tab you can edit the company SMTP, user name, password.
  
• Through Social Links tab you can edit the links of the Social Networking websites such as Facebook, Twitter, Google Plus, YouTube and LinkedIn.
  

Once the changes are made, you need to click on to update the new information and move to the next tab.

You can get an overview of all the lists in the lists listing page. You can view Lists Listing by clicking on the link in the left column of the Campaign module. Name of the list, description, subscribers and segment are all mentioned here.. New List 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 listing page.

• • You can carry out a quick search of different lists by putting keywords in the field.
  • You can carry out an advanced search of the different lists 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 lists for mass delete.
  • The lists can be added to your favorites by clicking on icon.
  • You can mass delete the lists by clicking on the Action drop down. (Please note you need to select the check boxes besides the lists to mass delete them).
  • You can add a new list by clicking on the tab.
  • You can choose the display pattern (column view or row view) of the lists listing by clicking on either of the options.
  • Lists Listing fields can be customized by making mouse hover on and then selecting the fields you want to display.

• • You can edit or delete a list by hovering the mouse on it.

• You can delete one/multiple lists by clicking on icon.
• You can set the number of rows to be displayed on the page by clicking on the show drop down.

New Users can be added to your ConvergeHub account from the Users section  under the Administration Setup in the Setting Page. You are required to click on button in the upper right corner of the user listing page.

• Fill in the First name and Last name (mandatory) in the respective fields.
• Type in the User Name
• Type in the title of the user.
• Select whether the new user will be an administrator or not.
• Type the password and confirm it.
• Provide the phone number of the user. If required, you can provide multiple phone numbers.
• Provide the email id of the user. If required, you can provide multiple email ids.
• Select the person to whom the user will report to.
• You can notify the user about the creation of his/her account.
• Click browse to choose user image.
• Select the role of the user from the drop down menu.
• Type in the department to which the user is related to.
• Set the status of the user as active as inactive.
• Type in the department to which the user is related to.
• You can provide the option to the user of changing the password by clicking on the check box.

Address Tab

You can add user address through this section.

Settings Tab

You can define Time zone, Date format, Language, Currency etc. through this section.

SMTP Tab

You can add the SMTP setting through this section.

Social Links Tab
You can add the social links of the user through this section.

ConvergeHub allows you to create and manage user accounts within the CRM. You can perform advanced customization like – allowing restricted access to data, defining roles, creating teams. You can learn more about user setting from the following modules:

User Login Logs provides a comprehensive view of the users logged into the CRM. The admin can refer to the user login logs to find out information such as number of users who are/had logged in, User IP, Login Start & End time, Login Type, Browser, Operating System and Login Device.

The admin can view the user login logs by clicking on icon at the left column under the administration setup section.

• You can search for a specific user by putting relevant keywords in the search field.
• You can carry out an advanced search of the users by filling in the search criteria. The search criteria will open up once you click on the Advanced Search 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 login records for mass update.
• You can bookmark a logs by clicking on .
• You can delete one/multiple partners by clicking on icon.
• You can set the number of rows to be displayed on the page by clicking on the show drop down.
• You can get the options of adding comment, viewing followers, sending email and notifications (from the computer or from the CRM library) by hovering the cursor on a particular partner.
• By selecting check boxes, you can send mass email from the action drop-down.
• You can add a new user by clicking on tab.
• You have two types of views for the User listing page i.e. column view and row view. You can select the view depending on your requirement
  .
• The display of various User fields can be customized by making mouse hover on and then selecting the required fields you want to display.
• You can perform multiple actions to a partner by clicking on the Select drop down.
• You can edit or delete a partner by hovering the mouse on it.

ConvergeHub allows users to create hierarchy and set data security rules on who can access what information through the CRM. Based on the roles, the admin can create teams to manage sharing of information at different levels and delegate work easily within the team.

Listing Page
All the teams created are listed under the listing page.

• You can perform a quick search by inputting keywords in the Search field.
• You can also delete a team by clicking on .
• The listing is paginated and you can set the number of results you want to display per page.
• You can customize the listing page view by making mouse hover on  and then selecting the required fields you want to display.
  
• New team can be added directly to the listing page by clicking on the button.
• You have two types of views for the Team listing page column view and row view .

Add Team

You can add new teams by clicking on the tab in the upper right corner of the team listing page. Example:-

• The Name is a mandatory field. Without inputting a name you’ll not be able to create a Team.
• Add description for the team.
• Click on  to add the team to the team listing page. Click on cancel to stop.

Team Details

• You can edit the team detail by clicking on the  icon.
• The will take you to the previous page.
• You can Copy and Edit the team by clicking on the action drop down.
• The number of users selected in the team can be seen.
• You can add members to the team by clicking on .
• You can choose the display pattern (column view or row view) of the users by clicking on either of the options .
• User fields can be customized by making mouse hover on  and then selecting the required fields you want to display.
• You can edit a user detail by clicking on You can delete a user by clicking on
• You can add task, comment and event; view followers and email the user detail through the inline options.
• You can also delete a user by clicking on
• The listing is paginated and you can set the number of users you want to display per page.

Edit Team

Team details can be edited by clicking on the icon.

• Edit the name of the team.
• You can change the description of the team.
• Once the changes are made, you need to click on  to update the new information. Click on cancel to nullify the changes made.

You can get a descriptive view of the list by selecting the respective list in the Lists Listing page.

• • You can bookmark the list by clicking on .
  • You can edit the list by clicking on the link.
  • You can navigate away to the previous page by clicking on .
  • You can subscribe accounts, leads and contacts to the list by clicking on .
  • You can select the Action drop down menu to Edit the respective list.
  • A new Segment can be added when you click on .
  • General tab displays information such as- Subscribers, Created By, Last Modified By and Description. At the bottom it displays Accounts, Leads and Contacts subscribed to this List.
  • The Segments created under this List are displayed in the Segment tab.

• Number of Leads subscribed to the list is displayed.
• More data can be added from the CRM database to the existing lead list.
• You can add a new lead to the list.
• You have two types of views for the listing i.e. column view and row view . You can select the view depending on your requirement.
• The display of various Lead fields can be customized by making mouse hover on and then selecting the required fields you want to display.

List can be edited by clicking on the link in the List Details page. You can also click on the icon from the List Listing page to edit the list.

• Name of the List can be edited from here. Please note that name is a mandatory field to be filled in.
• You can add or edit description of the list.
• Click on to complete editing the list. Click on if you do not want to apply the new changes to the list.