Alexa How to use ConvergeHub–Video-Award Winning CRM for SMB - Page 7 of 9

Learn How To Use ConvergeHub

Whether you are new to the world of CRM, or considering migrating from another, these short and pointed videos will show how you can greatly improve your results with ConvergeHub.

convergehub tutorial

Select and Click On the Video for a Closer Look at ConvergeHub

how to

Roles and Permission

how to

Create Quotation and Invoice

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Search Function

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Lead Creation & Conversion Process

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Automation

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Automation – Automatic Status Updates for Replied Leads

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Dashboard

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Lead Assignment and Transfer Lead

Add all your payment details with related invoices into the...

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Payments using ConvergeHub
how to

Payments using ConvergeHub

Get the advantage of sending invoices by DocuSign right from...

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Send Invoice by DocuSign
how to

Send Invoice by DocuSign

Assignment Rules help you automatically assign the records to specified...

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Use of Assignment rule for Mass Update
how to

Use of Assignment rule for Mass Update

Move your leads steadily through the pipeline by following a...

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How to effectively use Sales process in ConvergeHub
how to

How to effectively use Sales process in ConvergeHub