Alexa Best Small and Medium Business CRM Software - ConvergeHub

Create New Agreement

You can create new Agreements in the Converge Enterprise system through the Templates section.

New Agreement Template can be added either by clicking on convergehub link in the left column or by clicking on convergehub tab in the upper right corner of the Template listing page.

  • Name field is mandatory to fill.
  • Set broadcast type for which you want to create the template. In this case, select Agreement from the dropdown option.
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  • Add template variables by selecting the required modules from the drop down option and then selecting the required field.
  • Click on convergehub to add variables in the body of the Template.
  • Select from the predefined Templates to create a template as per your requirement.
  • After the completion, click on the convergehub option to preview the template.
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