Alexa How to use ConvergeHub–Video-Award Winning CRM for SMB - Page 8 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

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Adding Task against a lead plays a crucial role in...

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Adding Task to Lead
how to

Adding Task to Lead

Save search time by associating specific tags to Leads, Contacts,...

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Using Tags
how to

Using Tags

Manage your activities in ConvergeHub Calendar. This video shows you...

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Using ConvergeHub Calendar
how to

Using ConvergeHub Calendar

Follow Leads, Contacts, Accounts and Deals, etc. and receive live...

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Using Feeds
how to

Using Feeds

ConvergeHub enables you to create unlimited number of Events in...

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Creating New Events Full View
how to

Creating New Events Full View

Send notifications to your team to keep them updated about...

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Send Notifications
how to

Send Notifications

Having important documents right in the subpanel of the Lead...

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Adding Document to a Lead
how to

Adding Document to a Lead

Upload brochures, presentations and case studies and share with the...

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Upload new files to ConvergeHub Library
how to

Upload new files to ConvergeHub Library

Attaching files directly to Partners help to keep things organized...

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Add Partner or Library from Lead Subpanel
how to

Add Partner or Library from Lead Subpanel

Creating a stack of answers to the most common and...

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Create Cases and Knowledge Base
how to

Create Cases and Knowledge Base

Send email, Call or Meet – set any type and...

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Creating tasks for a Case
how to

Creating tasks for a Case

Create customized templates to increase the impact of your marketing...

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Create Template
how to

Create Template