Alexa Best Small and Medium Business CRM Software - ConvergeHub

Tag Details

The details of the tag can be viewed by clicking on the desired tag on the Tag Listing page.
ConvergeHub

  • You can edit the tag by clicking on the edit link beside the name of the tag.
  • You can see the number of Accounts, Leads, Contacts, Deals and Activities that are tagged by the concerned name. .
  • By selecting check boxes, you can select one/multiple records for mass update.
  • Tagged Accounts/Leads/Contacts/Deals and Activities can be added to your favorites by clicking on ConvergeHub.
  • You can follow the tagged Accounts/Leads/Contacts/Deals and Activities by clicking on ConvergeHub.
  • You can export any tagged Accounts/Leads/Contacts/Deals and Activities to CSV ConvergeHub or PDF ConvergeHub format. You can also delete a tagged Account/Lead/Contact/Deal and Activity by clicking on ConvergeHub
  • The tag details page is paginated and you can adjust the number of records displayed per page.
  • Clicking on ConvergeHub will take you to the previous page.
  • You can edit the tag name by clicking on the action drop down.
  • The corresponding tag can be linked with different modules through the ConvergeHub.
  • You can tag more Accounts/Leads/Contacts/Deals and Activities by clicking on ConvergeHub
  • The display of various 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 perform multiple actions on the tagged Accounts/Leads/Contacts/Deals and Activities by clicking on Select drop down.
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