Alexa Best Small and Medium Business CRM Software - ConvergeHub

Sales Process Listing

You can get a complete view of all the sales processes through the sales process listing page. Name of the sales process, status of the sales process and for whom the sales process is created (lead/deal) are mentioned here. New sales process can be added to the listing page by clicking on ConvergeHub link in the left column or by clicking on ConvergeHub button in the upper right corner of the sales process listing page.
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  • You can carry out a quick search of different sales process by putting keywords in the search field.ConvergeHub
  • You can carry out an advanced search of the different sales processes by filling in the various search criteria. The search criteria will open up once you click on the ConvergeHub link.
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  • The various combination of advanced search criteria 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.ConvergeHub
  • You can create a new sales process by clicking on button.ConvergeHub
  • The listing of sales process can be viewed in in both column ConvergeHub and row ConvergeHub formats.
  • Sales Process fields can be customized by making the cursor hover on the icon ConvergeHub and then selecting the fields you want to display.
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  • You can copy a sales process by clicking on the action drop down. ConvergeHub
  • You can edit ConvergeHub or delete ConvergeHub a sales process by hovering the cursor on the respective icons and clicking on them.
  • You can set the number of rows to be displayed in the sales process listing page by clicking on the show drop down option.ConvergeHub
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