Library

Library is an important module of the CRM where you can store and share all the necessary files and folders regarding Leads, Deals and Contacts. Apart from easy storage and sharing, library allows you to download the documents as and when you require. Easy creation and storage of files and folders helps you keep constant track of important agreements and documents.

To start, go to Collaboration from the menu on the left and click on Documents. 

• Jump To: Quickly find a specific file or folder by searching for it.
• Sort By: Change the order of the files and folders in your library.
• Upload: Add new files to the library.
• New Folder: Create a new folder in the library.
• Add Link: Add a new link to the library.
• Actions: The dropdown menu lets you delete, download, or move/copy files and folders. Select one or more files or folders using the checkboxes to perform actions on them all at once.
• Create Link: Generate a shareable link for a file or folder.
• Collaborate: Share files and folders with third-party associates, whether they are ConvergeHub users or not, and grant them permission to view and update content.
• View: Open and view a file directly.
• Download: Download files or folders directly by selecting this option.