Alexa Best Small and Medium Business CRM Software - ConvergeHub

Accounts Listing

All the Accounts can be viewed in the listing page. The left panel of the Accounts Listing page includes the following options:
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  • New account can be added to the listing page from the ConvergeHub link in the left column. You can also add an account by clicking on ConvergeHub tab on the upper right corner of the page.
  • You can add bulk Accounts through a CSV file from the Import link.ConvergeHub
  • You can create various Account reports using the options in the Reports link.ConvergeHub
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  • You can perform a quick search by inputting keywords on the Search field. ConvergeHub
  • You can also search your Account 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.
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  • By selecting check boxes beside the Accounts, you can perform multiple actions ( Add to lists, Mass Update and Email.) on them from the action drop-down.
  • You have two types of views for the Account listing page i.e. column view ConvergeHub and row view ConvergeHub. You can select the view depending on your requirement.
  • The display of various Account fields can be customized by making mouse hover on ConvergeHub and then selecting the required fields you want to display.
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  • You can change the order of the top fields in the Account listing by dragging them from the cursor to the desired position.
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  • The Accounts can be added to your favorites by clicking on. ConvergeHub
  • The Accounts can be followed by clicking on ConvergeHub. By doing so, you will be able to receive all the Account status change and updates in the feeds.
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  • You can edit any detail (name, account type, industry and email) of the account by clicking on the inline edit option.
  • You can get the options of adding task, event, note, comment; viewing followers, sending email and uploading file (from the computer or from the library) to an account by hovering the cursor on it.
  • From the select drop down you can Create Task, Add Comments, Schedule Event, Attach Files, Copy and Email. ConvergeHub
  • You can export any account to CSV ConvergeHub or PDF ConvergeHub format. You can also delete an account detail by clicking on ConvergeHub.
  • The Accounts listing is paginated and you can set the number of the Accounts you want to display per page.
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