Alexa Best Small and Medium Business CRM Software - ConvergeHub

Deals Listing

All Deals can be viewed in the listing page. The left panel of the Deals Listing page includes the following options:
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  • Deals can be added to the listing page by clicking on the ConvergeHub link in the left column. You can also add a new deal in the listing page by clicking on ConvergeHub button on the upper right corner of the page.
  • You can add bulk Deals through a CSV file from the ConvergeHub link.
  • You can create Deals reports using ConvergeHub link.
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  • You can perform a quick search by inputting keywords on the Search field. ConvergeHub
  • You can also search your Deal by using various search criteria through the ConvergeHub link.
  • The various combinations of advanced search functions can be saved and edited with keywords of your desire and can be used to search repetitively. The keywords or phrase you have saved are available on the Saved Searches drop down.
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  • By selecting check boxes beside the Deals, you can select all the Deals and from the action drop-down, you can Mass Update them.
  • The Deals can be added to you favorites by clicking on.ConvergeHub
  • The Deals can be followed by clicking on ConvergeHub. You will be able to receive all the Deals status change and updates in the feeds.
  • You can change the order of the top fields in the Deals listing page by dragging them from the cursor to the desired position.
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  • You can get the options of adding note, comment; viewing followers, viewing files and uploading a relevant file (from the computer or from the library) by hovering the cursor on a particular deal.
  • The display of various Deals fields can be customized by making mouse hover on ConvergeHub and then selecting the required fields you want to display.
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  • By selecting check boxes beside the Deals, you can perform multiple actions ( Add Comments, Attach Files and Copy) on them from the action drop-down.
  • You can also edit a deal detail by clicking on ConvergeHub.
  • You can also delete a Deal detail by clicking on ConvergeHub.
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  • You can export any deal to CSV ConvergeHub or PDF ConvergeHub format. You can also delete a deal by clicking on ConvergeHub.
  • The Deals listing is paginated and you can set the number of the Deals you want to display per page.
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