Alexa Best Small and Medium Business CRM Software - ConvergeHub

Contacts Listing

All the Contacts can be viewed in the Contacts listing page. The left panel of the Contacts Listing page includes the following options:

  • Contact can be added to the listing page either from the ConvergeHub link in the left panel or by clicking ConvergeHub button.
  • You can add bulk Contacts through a CSV file from the Import link.
  • You can create Contact reports using the options in the Reports link.
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  • Perform a quick search by inputting a keyword in the search field.
  • You can also search your Contact by using various 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 phrases you have saved are available in the Saved Searches drop down.
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  • By selecting check boxes beside the Contacts, 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 Contacts listing page i.e. column view ConvergeHub and row view ConvergeHub. You can select the view depending on your requirement.
  • The display of various Contacts 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 Contact listing by dragging them from the cursor to the desired position.
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  • The Contacts can be added to you favorites by clicking on ConvergeHub.
  • The Contacts can be followed by clicking on ConvergeHub. You will be able to receive all the Contact’s status change and updates in the feeds.
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  • You can get the options of adding task, event, note, comment; viewing followers, sending email, referring the contact to a third party and uploading a relevant file (from the computer or from the library) by hovering the cursor on a particular contact.
  • You can edit any detail (name, email, lead source and phone) of the contact by clicking on the inline edit option.
  • From the select drop down you can Create Task, Add Comment, Schedule Event, Attach Files, Copy, Email and Refer.ConvergeHub
  • You can export any contact to CSV ConvergeHub or PDF ConvergeHub format. You can also delete a contact detail by clicking on ConvergeHub
  • The Contacts listing is paginated and you can set the number of the Contacts you want to display per page.
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