Alexa How to use ConvergeHub–Video-Award Winning CRM for SMB - Page 9 of 9
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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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All Quick Navigation Billing Apps and Integrations Sales Marketing Personalization How To Data, Documents and Analytics Tools and Timesavers Setup and Customization Service Activity and Collaboration Process and Automation

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

Row or Column - there are two ways in which...

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Listing View – Column, Row, Kanban
how to

Listing View – Column, Row, Kanban

Customize ConvergeHub by creating tabs and adding and organizing fields...

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Manage Custom fields in ConvergeHub
how to

Manage Custom fields in ConvergeHub

Build personalized web forms for your website that directly capture...

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Creating new Web to lead forms
how to

Creating new Web to lead forms

Generate agreements right from the lead details page and send...

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Generating agreement and docusign
how to

Generating agreement and docusign