Year: 2019

To start, go to Tools from the menu on the left and click on Workflows. Once you’re on the workflow list, you can create a new one by clicking the  button in the top-right corner.

An ‘Add Workflow’ page will open up, containing the necessary fields to be filled in.

• The Name section is mandatory to fill.
• Description of the sales process can be filled in here.
• You are required to select the sales agent to whom the sales process will be Assigned To.
• You can set the number of days after which the First activity of the sales process will start.
• The Type section (i.e. for whom the sales process is applicable) is mandatory to fill. You can click on the drop down to choose your options between Deal and Lead.
• You can set the sales process as the Default (either Yes or No). Please note that once you set a sales process as default, every new lead or deal will have that sales process automatically set in.
• You can choose the status of the sales process as Published/Unpublished. Published will set the sales process as active while unpublished will make it inactive.
• Once you have inserted all the necessary details, click on the Save button to save the sales process. Or else, click on Cancel.
• You are required to type in the name of the Phase here.
• You are required to type in the Goal name here. In addition to the goal name, you need to set the percentage of the goal too. Please remember that if you want to create other goals under different phases, then you need to set the percentage of each goal carefully. In total, the percentage of all goals should come to 100%.
• You can put sub-activities and tools under a single goal.
• You can set the number of days in which you want the phase to get completed.
• Click on +New Phase to add another phase to the sales process.

Workflow is a framework of the activities to be executed for the conversion of the lead to a customer. Once the Workflow is created, the concerned sales executive can access it, follow the steps mentioned and update it over the course of time. On the other hand, the admin can look at the sales process to get a clear view of the completed, pending and remaining activities to be carried out by the sales executive.

Feed Tab
You can view all the updates/comments on the Project 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 option.

You can get an overview of all the invoices in the Invoice listing page. Name of the invoice, Invoice No, Carrier, Account name, Contact name, Deal name and Quote name are mentioned here. You can change the display pattern of the invoice listing page by clicking on either column or row view. New Invoice can be added to the Invoice Listing page either by clicking on link in the left column or by clicking on tab in the upper right corner of the invoice listing page.

• You can perform a quick search by inputting a keyword in the search field.
• You can also search the invoice by using various advanced search criteria through the Advanced search link.
  
• The various combination of advanced search criteria 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 Invoices, you can select one/multiple invoices and can mass update them through the Action drop down.
• The Invoices can be added to your favorites by clicking on icon.
• The Invoices can be followed by clicking on icon. You will be able to receive all the status changes and updates regarding the Invoice in the feeds.
• You can export one/multiple invoices to PDF format by clicking on icon.

  You can convert one/multiple invoices to Excel format by clicking on icon.

  You can delete one/multiple invoices by clicking on icon.

• You can set the number of rows to be displayed in the invoice listing page by clicking on the show drop down option.
• You can add note, comments or view the list of followers of any invoice by hovering the mouse on it.
• You can perform mass update on the invoices by clicking on the Action drop down.
  (Please note you need to select the check boxes besides the invoices to mass update them).
• The display of Invoice Listing fields can be customized by making mouse hover on and then selecting the required fields that you want to display.
  
• You can add comment and copy the invoice by clicking on the select drop down option.
• You can edit or delete an invoice by hovering the mouse on it.

Task
For any project, you can view all the milestones and the tasks assigned under them by clicking on the Task tab. The task tab gives a listed view of

• milestone under which the task is assigned
• priority level set for the task
• task due date
• members assigned to the task
• sub task(if any)
• time sheet
• comments.

• The tasks can be added to you favorites by clicking on .
• The tasks can be followed by clicking on . Once done, you will be able to receive all the task updates in the feeds section.
• Clicking on the select drop down you can add sub task, time sheet, members and comments to the task.
• You can edit any task by clicking on .
• You can delete any task by clicking on .
• By clicking on this check box, you can view all the completed tasks.

Calendar
The calendar tab shows all the deadlines set for the tasks. It facilitates the project managers and other members working on the project to get a quick view of the impending task deadlines for the month.

In the above image, May 11th and 14th show the deadlines for two tasks.

You can get an overview of all the partners in the partner listing page. Name of the partner, partner type, relationship, and phone are all mentioned here. New partner can be added to the Listing page by clicking on tab in the upper right corner of the listing page.

• Search: You can carry out a quick search of different partners by putting keywords in the field.
• Advanced Search: You can carry out an advanced search of the different partners by filling in the various search criteria. The search criteria will open up once you click on the link.
• Saved Searches: 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.
• Checkbox: You can click on the check-box to select one or multiple partners for mass email.
• Follow: The partners can be added to your favorites by clicking on the icon.
• Bookmark: You can bookmark a partner by clicking on   icon.
• Delete: You can delete one/multiple partners by clicking on the Bin icon at the bottom of the page.
• Action: By selecting check boxes beside the Partners, you can send mass email from the action drop-down.
• New: You can add a new partner by clicking on tab.

This page contains all the information that you have added while creating the Partner. The information is viewable through the General tabs.

• Bookmark: Click on this option to bookmark the partner
• Follow: Click on   this option to follow the partner.
• General: Information such as Name, Partner Type, Partner Portal, Relationship, Phone and Email etc can be viewed through the General tab.
• Add Related Information: You can add accounts, deals, events, tasks, leads, contacts, documents and notifications to the partner from here . The added details will appear in the sub-panel section.
• Action: You can perform different actions on the partner from the drop down menu.

ConvergeHub understands that sharing and collaboration of important leads, contacts and docs is a part and parcel of every business. And so, it has given this exclusive benefit to all its users. ConvergeHub clients do not have to separately share the information through an email. They can share their business leads, contacts and documents to external party clients (who may or may not be ConvergeHub users) through the CRM itself.

How to refer a lead/contact?

• The option of refer pops up on placing the cursor on the concerned lead/contact.
• Clicking on refer opens up an additional box showcasing the referring history of the lead/contact (if any).
• The user needs to further click on to complete the process of referring lead/contact to a 3rd party associate. On clicking , a new section pops up containing the fields such as Refer To and Message (see the below screenshot). After filling in the required data, the user needs to click on for the last time.
  
• In order to cancel the process of referring, the user needs to click upon .

  Note: Documents can be shared with external party clients through Collaboration. Please check Collaboration section (under the Library module) to know the exact steps.

Accessing the Partner’s Network

When the ConvergeHub user refers a lead/contact/business document, the invitee will receive an invitation e-mail. If the invitee is an existing ConvergeHub user, he/she can log into ConvergeHub and can view:

• Shared file/folder under the Library section
• Referred lead/contact under the Tools section.

If the invitee is not a user of ConvergeHub, he/she needs to register in ConvergeHub to access the referred information. (The registration is free.) Post the registration done, the invitee can access ConvergeHub with a similar user interface but with limited features.The ConvergeHub account accessed by a non-ConvergeHub user is referred to as Partner’s Network.

Below mentioned is the screenshot depicting the modules that a non-ConvergeHub user will find in the Partner’s Network.

• Activities has two sub-sections – Library and Tags
  
  Library: The user can access the referred document under this section. He can also share other business documents through the CRM system, which again will be available under the Library module.
  
  Tags: The user can tag leads/contacts/documents as important or unimportant, considering their value to the business.
  
• Tools has two sub-sections – Notifications and Referral
  
  Notifications: The user can communicate important business-related updates among his team members through notifications. To send notifications, the user will have to opt for a paid version where he can add users to the CRM.
  
  Referral: The user can access the referred leads/contacts in this section.
  
  Clicking on the referred lead/contact, the user will be redirected to a separate page enlisting all the important details of the referred lead/contact. The user can convert the referred lead/contact to his own lead/contact by clicking on Save As option.
  
  Note: To convert referred leads/contacts to one’s own., the user will have to upgrade the CRM to a paid version first.
• ConvergeHub dashboard will give a unified display of the available features of the CRM. It will help the user manage the activities from a single interactive screen.
• Deleted lead/contact details or for that matter any deleted documents will be stored in the Recycle Bin. Information deleted from the Recycle Bin will be removed from the ConvergeHub database permanently.

You can edit a partner’s details from two locations:

Listing Page: Find the three dots next to the partner you want to edit and select Edit.

Details Page: Simply click the Edit icon or choose Edit option from the Action dropdown menu.

You can modify all partner information by navigating through the various tabs.

• All the information of a partner such as (name, relationship, type, phone number, e-mail id and image etc) can be edited through the General tab.
• Once you have completed the editing, click on Save to implement the changes.
• Click on Cancel to nullify the changes made.

To start, go to Collaboration from the menu on the left and click on Partner.

Once you’re on the Partner list, you can create a new one by clicking the  button in the top-right corner. The Add Partner page will open up, containing the necessary fields to be filled.

• Name: Type in the name of the partner (which is compulsory).
• Relationship: Choose the relationship from the drop down.
• Type: Choose the type from the drop down.
• Phone: Add the phone number of the partner. You can add multiple phone numbers by clicking on Add Another link.
• Email: Type in the e-mail address (which is compulsory).
• Send Invitation Email: Click on Yes if you would like your partner to receive an ‘invitation email’. Or else click on No.
• Send Referral Email: Click on Yes if would like your partner to receive a ‘referral email’. Or else click on No.
• Partner Image: Upload the partner image.
• Save: Click on the Save button to update the information.

You can view the details of an Invoice by clicking on the respective invoice in the Invoice Listing page. You will be able to view the details of the Invoice through the Tabs i.e. General, Details, and Address. You will also be able to view all the updates on the corresponding Invoice through the Feed tab.

Edit: You can edit the invoice detail by clicking on the   link.

General: Information about the invoice such as Assigned To, Deal Name, Contact Name, Account Name, Quote Name, Carrier, Sales Stage, Due Date and Comments is displayed under the General category.

Action: You can Copy, Edit and Print the invoice by clicking on the action drop down.

Comments: You can put your Comments in the Comment field.

The Details tab includes information on Invoice such as Product Name, Qty, Unit Rate, Sales Rate, Tax%, Tax and Total. It also displays the Grand Total obtained after applying Discount, Tax and Adjustments.

The Address tab displays the details of the Billing Address and Shipping Address for the Invoice.

Recurrence:  Choose a recurrence type (Daily, Weekly, Monthly, or Yearly), set the repetition interval and end date (by occurrences, date, or no end), and select a recipient (Accounts or Contacts) with an optional pre-reminder.

You can view the total number of starred notifications by clicking on icon at the left column.

• You can search for a particular starred notification by putting relevant keywords in the field.
• You can also search the Starred Notification by using various advanced search criteria through the Advanced search link.
  
• The various combination of advanced search criteria 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.
• The listing of Starred Notifications can be viewed in in both column and row formats.
• You can reply to a starred notification by hovering the mouse on the particular notification and clicking on icon.
• You can move a starred notification to the archive section. You just need to hover the mouse on the required notification and click on the icon.
• You can set the number of rows to be displayed on the page by clicking on the show drop down option.