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.

• You can do a quick search of all files and folders by clicking on
• You can go to your desired file/folder instantly by clicking on Jump To.
• You can change the order of the library listing by clicking on the drop down option.
• You can add files to the library by clicking on .
• You can add new folder to the library by clicking on .
• You can add link to the library by clicking on .
• You can perform mass actions on the files/folders by selecting them and choosing the desired option from the drop down menu.
• You can create a link for the file or folder by clicking on this option.
• You can invite third party associates (who may or may not be ConvergeHub users) to view and update the files and folders.
• You can view the files directly by clicking on this option.
• You can download files/folders by clicking on this option.
• You can do actions on a particular file/folder by clicking on the drop down option.
• You can click on the check-box to select one or multiple files/folders for mass update.