Alexa Activity and collaboration-SMB CRM- ConvergeHub

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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Assignment Rules help you automatically assign the records to specified...

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Use of Assignment rule for Mass Update
activity and collaboration

Use of Assignment rule for Mass Update

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

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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Attaching files to a Partner
activity and collaboration

Attaching files to a Partner

Send email, Call or Meet ā€“ set any type and...

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Creating tasks for a Case
activity and collaboration

Creating tasks for a Case

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