Alexa Best Small and Medium Business CRM Software - ConvergeHub

Partner Details

This page contains all the information that you have added while creating the Partner. The information is view able through the General and Tags tabs.

convergehub

  • The partner can be added to your favorites by clicking on convergehub option.
  • The partner can be followed by clicking on convergehub option.
  • You can edit the partner detail by clicking on the convergehub link.
  • You can collaborate with the partner through GoToMeeting convergehub.
  • Information such as Name, Partner Type, Partner Portal, Relationship, Phone and Email etc can be viewed through the General tab.
  • The convergehub option will take you to the previous page.
  • You can add accounts, deals, events, tasks, leads, contacts, documents and notification to the partner from here. The added details will appear in the sub-panel section.
  • You can perform different actions on the partner from the drop down menu.
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