Alexa Best Small and Medium Business CRM Software - ConvergeHub

Add Project

New project can be added by clicking on ConvergeHub in the left panel or by clicking on ConvergeHub tab in the upper right corner of the project listing page.

  • Fill in the name of the project (This option is compulsory).
  • Fill in the progress% of the project.
  • Fill in the date from when the project will commence.
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  • The Contact automatically gets assigned to the person who has created it. To change this, click on the text box and type. An auto-suggestion list of users will appear from which you can select names by ticking the check boxes. One Contact can be assigned to multiple users.
  • Enter the unique code of the project.
  • Enter the account name in relation to the project.
  • You can add multiple accounts to the project by clicking on ConvergeHub when you click on this option, a pop up appears from where you can add the other accounts.
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  • Put in the project deadline from the calendar.
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  • Set the present status of the project from the drop down option.
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  • Click on ConvergeHub to add the new project to the project listing page. Or else, click on cancel.