Alexa Personalization-Award Winning CRM

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

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Dashboard

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Lead Assignment and Transfer Lead

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

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Listing View – Column, Row, Kanban
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Listing View – Column, Row, Kanban

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

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Manage Custom fields in ConvergeHub
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Manage Custom fields in ConvergeHub

Pick and choose which columns you want in the listing...

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Changing the Listing View using Column Chooser
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Changing the Listing View using Column Chooser