Alexa Best Small and Medium Business CRM Software - ConvergeHub

Deal Details

This page contains all the information that you have added while creating the Deal. The information is view able through the General and Tags tabs. The relationship between Deal with Accounts, Contacts, Tasks, Events, Notes and Library can be viewed from here. You can create relationship between Deal and Contacts. You can also add Notes and Files related to the deal through this page.
ConvergeHub

  • The deal can be added to your favorites by clicking on ConvergeHub.
  • The deal can be followed by clicking on ConvergeHub. By doing so, you will be able to receive all the deal status change and updates in the feeds.
  • You can edit the deal detail by clicking on the ConvergeHub link.
  • General Tab displays information such as First Name, Account Name, Assigned To, Lead Source, Sales Stage, Created By, Description, Deal Type, Deal Value, Expected Close, Probability, Next Step and Last Modified. The comments given in relation to the deal can be viewed. New comments can also be added to the deal details.
  • The ConvergeHub will take you to the previous page.
  • The ConvergeHub icon helps you add/create deal-related notes and files. You can also select and add deal-related contacts through this option.
  • You can perform a set of actions (Transfer, Email, FAX, Copy, Edit and Generate Agreement) by clicking on the action drop down.
  • You can put your Comments on the Comment field and can view Comments of others.

Feed Tab
You can view all the updates/comments on the Deal through the Feed tab.
ConvergeHub

  • You can share link from the ConvergeHub option.
  • You can write your own comment in the comment box and share it with other users by clicking on the ConvergeHub tab.
  • You can comment on others comment by clicking on the ConvergeHub link. You can further edit ConvergeHub or delete ConvergeHub the comment as required.
  • Like and unlike can be posted on Comments by clicking on the ConvergeHub or ConvergeHub option.
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