Alexa Best Small and Medium Business CRM Software - ConvergeHub

Bookmark & Recent View

ConvergeHub allow its users to view the bookmark items from the dashboard itself. In addition to this, it provides a section called Jump To from where the user can get a list of the sections he/she has recently viewed in the CRM application.

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  • Click on the arrow icon at the right side of the dashboard. A section will open showcasing the Bookmarks and Jump To Option along with Calendar and Today’s Work list.
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  • View all the bookmark items under the Bookmark section.
  • Click on Jump To to have a look at all the recently viewed items in the CRM.
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