Alexa Best Small and Medium Business CRM Software - ConvergeHub

Partner Listing

You can get an overview of all the partners in the partner listing page. Name of the partner, partner type, relationship, and phone are all mentioned here. New partner can be added to the Listing page by clicking on tab in the upper right corner of the listing page.

  • Search: You can carry out a quick search of different partners by putting keywords in the field.
  • Advanced Search: You can carry out an advanced search of the different partners by filling in the various search criteria. The search criteria will open up once you click on the link.
  • Saved Searches: You can save the criteria that you put in the Advanced Search option. The criteria you save will be available on the drop down. Doing this will prevent you from typing in the same criteria repetitively.
  • Checkbox: You can click on the check-box to select one or multiple partners for mass email.
  • Follow: The partners can be added to your favorites by clicking on the icon.
  • Bookmark: You can bookmark a partner by clicking on   icon.
  • Delete: You can delete one/multiple partners by clicking on the Bin icon at the bottom of the page.
  • Action: By selecting check boxes beside the Partners, you can send mass email from the action drop-down.
  • New: You can add a new partner by clicking on tab.