Alexa Best Small and Medium Business CRM Software - ConvergeHub

Sales Tool Listing

All Sales Tools can be viewed in the listing page. The left panel of the Sales Tools Listing page includes the following options:
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  • You can view the sales tools listing page from here.
  • Sales Tools can be added to the listing page either from the ConvergeHub link in the left column or by clicking on ConvergeHub button on the upper right corner of the page.
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  • You can perform a quick search by inputting keywords in the Search field.ConvergeHub
  • You can carry out an advanced search of the different sales tools by filling in the various search criteria. The search criteria will open up once you click on the ConvergeHub link.
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    You can save the criteria that you put in the Advanced Search option. The criteria you save will be available on the ConvergeHub drop down. Doing this will prevent you from typing in the same criteria repetitively.

  • By selecting check boxes beside the sales tools, you can select all the Sales Tools and from the action drop-down, you can Mass Delete them.
  • The sales tools can be added to your favorites by clicking on ConvergeHub icon.
  • You can delete a sales tool by selecting it and then clicking on ConvergeHub.
  • The sales tools listing is paginated and you can set the number of the sales tools you want to display per page.
  • You can copy the sales tool from the select drop-down. ConvergeHub
  • You can edit a sales tool by clicking on ConvergeHub You can delete a sales tool by clicking on ConvergeHub.
  • The display of various Sales Tools fields can be customized by making mouse hover on ConvergeHub and then selecting the required fields you want to display.
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  • You can mass delete sales tools by selecting multiple sales tools and then clicking on delete under the action drop down. ConvergeHub
  • You can choose the display pattern (column view or row view) of the sales tools listing by clicking on either of the options.ConvergeHub
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