Alexa ConvergeHub CRM Tutorials and complete Guide for users - Page 10 of 11

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
Activity and Collaboration

Adding Task to Lead

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

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Using Tags
Activity and Collaboration

Using Tags

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

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Using ConvergeHub Calendar
Activity and Collaboration

Using ConvergeHub Calendar

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

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Using Feeds
Activity and Collaboration

Using Feeds

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

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Creating New Events Quick View
Activity and Collaboration

Creating New Events Quick View

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

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Creating New Events Full View
Activity and Collaboration

Creating New Events Full View

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

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Send Notifications
Activity and Collaboration

Send Notifications

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

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Adding Document to a Lead
Sales

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
Activity and Collaboration

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
Activity and Collaboration

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
Service

Create Cases and Knowledge Base

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

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Creating tasks for a Case
Service

Creating tasks for a Case