Year: 2019

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, GoToMeeting, Twilio, and many more.

• Go to Apps Store.
  
• Click on ‘Details’ to learn the exact functionality that the app integration will provide you in ConvergeHub.
  
• Click on Get App to download the plugin. Complete the application installation procedure 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 a contact and deal straight away from the leads section itself. On conversion, all the lead details are automatically transferred into the deal and contact section, saving you from the hassle of doing any manual updating.

• Click on the Select drop down in the Lead Listing Page and select the option 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:-
  
• Click on the check box to copy from library.
• Click on the check box to copy partner.
• Click on the check box to create contact from the lead.
• Click on the check box to create deal from the lead.
• Add comment in relation to lead conversion.
• Click on Convert to complete the process. Or else click on Cancel.
• If you want to add more details during the time of lead conversion, you can click on full convert. This will take you to a longer and more detailed form of lead conversion.
  
• Fill the Account related information under this section.
• Click on Contacts to fill the Contacts related information.
• Click on Deal to fill the Deal related information.

ConvergeHub allows you to update the dropdown values as per your process requirements. To do this, you just need to follow the steps below:

• Click on Account Settings to go to the Admin Panel.
  
• Click on Drop downs under App Setup.
  
• Click on the option whose dropdown fields you want to update.
  
• Click on New option to add value to the dropdown.
• Hover the cursor on any of the dropdown 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.

• You can bookmark the campaign by clicking on .
• You can edit the campaign by clicking on the link.
• You can navigate away to the previous page by clicking on .
• You can select the Action drop down menu to Edit the respective campaign or Add Broadcast to it.

• • The number of broadcast mediums selected for the campaign can be seen.
  • You can add another Broadcast medium by clicking on the tab.
  • You can choose the display pattern (column view or row view) of the broadcasts by clicking on either of the options.
  • Broadcast fields can be customized by making mouse hover on and then selecting the required fields that you want to display.

• You can click on the check-boxes to select one or multiple broadcasts for mass delete.
• You can set the number of Broadcast rows to be displayed on the page by clicking on the show drop down option.

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

• • Broadcast Listing fields can be customized by making mouse hover on and then selecting the fields you want to display.

• You can set the number of rows to be displayed on the page by clicking on the show drop down.

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

Here you will find information such as:

• Name of the broadcast
• Broadcast Medium
• Expected Response
• Budgeted Cost
• Expected Revenue
• Actual Cost
• Status

You can navigate back to the broadcast listing page by clicking on

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

• Number of recipients
• Number of people who have opened the e-mail
• Number of people who have opted out
• Number of people who have clicked on the link
• Number of invalid e-mail id (if any).

You can navigate back to the broadcast listing page by clicking on

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:

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 link.

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 fro the Social Links 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 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.