ConvergeHub CRM Tutorials and complete Guide for users

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 On the Video for a Closer Look

Remember Search

The Remember Search functionality in ConvergeHub CRM helps in remembering and retaining the search criteria and the results of your search, in all the modules individually, till your work gets done. View this video to learn how you can use...

PLAY VIDEO
Remember Search
Quick Navigation

Remember Search

Team and ACL Roles

Manage your operation efficienty using Teams and ACL roles in ConvergeHub. View this video to learn how you can Create Team and then assign it to a ACL role as per your preferences.

PLAY VIDEO
Team and ACL Roles
How To

Team and ACL Roles

Google Calendar Integration

Sync your Google Calendar to ConvergeHub CRM from your Google account. View this video to learn how you can bring all of your tasks, events, and meetings from your Google Calendar to your ConvergeHub CRM. Stays updated by referring to...

PLAY VIDEO
Google Calendar Integration
Apps and Integrations

Google Calendar Integration

Gmail Integration

ConvergeHub has incorporated Gmail app within its application to automatically fetch the large chunk of client conversations that happen over Gmail. Post this integration, users get a streamlined and organized view of their Gmail inbox and sent items straight inside...

PLAY VIDEO
Gmail Integration
Apps and Integrations

Gmail Integration

Attaching files to a Case

Attaching necessary files to a Case provides additional help to the support agents to speedily resolve customer problems. This video shows you how to 'Attach files to a Case' in ConvergeHub.

PLAY VIDEO
Attaching files to a Case
How To

Attaching files to a Case

Scheduling events for a Case

Schedule events like call and meeting in relation to a Partner in the CRM. This video shows you how to 'Schedule events for a Partner' in ConvergeHub.

PLAY VIDEO
Scheduling events for a Case
How To

Scheduling events for a Case

Creating tasks for a Case

Send email, Call or Meet – set any type and number of tasks for a case within ConvergeHub. This video shows you how to 'Create task for a case' in ConvergeHub.

PLAY VIDEO
Creating tasks for a Case
How To

Creating tasks for a Case

Mass updating Cases

Mass updating helps you save time by simultaneously updating multiple items in one click. This video shows you how to 'Mass update cases' in ConvergeHub.

PLAY VIDEO
Mass updating Cases
How To

Mass updating Cases

Launch Email Campaign

Create, send, and track email campaigns that help you build lasting relationships with your customers. This video shows you how to 'Launch email campaigns' through ConvergeHub.

PLAY VIDEO
Launch Email Campaign
Marketing

Launch Email Campaign

Create Template

Create customized templates to increase the impact of your marketing campaigns. This video shows you how to 'Create templates' in ConvergeHub.

PLAY VIDEO
Create Template
Marketing

Create Template

Create Targets in Quick View

Get the benefit of adding your marketing targets in a flash. This video shows you how to 'Create targets' speedily in ConvergeHub.

PLAY VIDEO
Create Targets in Quick View
Marketing

Create Targets in Quick View

Converting a Lead to Contact and Deal

Once the lead has progressed to the buying stage, it can be qualified and converted to a contact and deal. This video shows you how to 'Convert leads into contacts and deals' in ConvergeHub.

PLAY VIDEO
Converting a Lead to Contact and Deal
Process and Automation

Converting a Lead to Contact and Deal