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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Manage your operation efficiently using Teams and ACL roles in...

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Team and ACL Roles
activity and collaboration

Team and ACL Roles

Sync your Google Calendar to ConvergeHub CRM from your Google...

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Google Calendar Integration
activity and collaboration

Google Calendar Integration

ConvergeHub has incorporated Gmail app within its application to automatically...

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Gmail Integration
activity and collaboration

Gmail Integration

ConvergeHub offers seamless integration with Microsoft Outlook to help users...

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Outlook Integration
activity and collaboration

Outlook Integration

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

Add project details, create milestones, assign tasks and track the...

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Create Projects
activity and collaboration

Create Projects

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

Shift the event from one agent to another in a...

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Transfer Event
activity and collaboration

Transfer Event

Mass updating helps you save time by simultaneously updating multiple...

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Mass update events
activity and collaboration

Mass update events