Alexa Best Small and Medium Business CRM Software - ConvergeHub

Team

ConvergeHub allows users to create hierarchy and set data security rules on who can access what information through the CRM. Based on the roles, the admin can create teams to manage sharing of information at different levels and delegate work easily within the team.

Listing Page
All the teams created are listed under the listing page.
ConvergeHub

  • You can perform a quick search by inputting keywords in the Search field.
  • You can also delete a team by clicking on ConvergeHub.
  • The listing is paginated and you can set the number of results you want to display per page.
  • You can copy the team details by clicking on the select drop down option.
  • You can edit a team detail by clicking on ConvergeHub. You can delete a team detail by clicking on ConvergeHub.
  • You can customize the listing page view by making mouse hover on ConvergeHub and then selecting the required fields you want to display.
    ConvergeHub
  • New team can be added directly to the listing page by clicking on ConvergeHub button.
  • You have two types of views for the Team listing page column view ConvergeHub and row view ConvergeHub.

Add Team

You can add new teams by clicking on the tab in the upper right corner of the team listing page. Example:-
ConvergeHub
ConvergeHub

  • The Name is a mandatory field. Without inputting a name you’ll not be able to create a Team.
  • Add description for the team.
  • Click on ConvergeHub to add the team to the team listing page. Click on cancel to stop.

Team Details
ConvergeHub

  • You can edit the team detail by clicking on the ConvergeHub link.
  • The ConvergeHub will take you to the previous page.
  • You can Copy and Edit the team by clicking on the action drop down.
  • The number of users selected in the team can be seen.
  • You can add members to the team by clicking on ConvergeHub.
  • You can choose the display pattern (column view or row view) of the users by clicking on either of the options. ConvergeHub
  • User fields can be customized by making mouse hover on ConvergeHub and then selecting the required fields you want to display.
  • You can edit a user detail by clicking on ConvergeHub You can delete a user by clicking on ConvergeHub
  • You can add task, comment and event; view followers and email the user detail through the inline options.
  • You can also delete a user by clicking on ConvergeHub
  • The listing is paginated and you can set the number of users you want to display per page.

Edit Team

Team details can be edited by clicking on the ConvergeHub link on the Team details page or by clicking on the ConvergeHub icon when hovering the cursor on a particular team.
ConvergeHub

  • Edit the name of the team.
  • You can change the description of the team.
  • Once the changes are made, you need to click on ConvergeHub to update the new information. Click on cancel to nullify the changes made.
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