Alexa Activity and collaboration-SMB CRM- ConvergeHub - Page 2 of 3

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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Search Events in a snap by filtering them as per...

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Filtering Events
activity and collaboration

Filtering Events

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 File Into Library and Collaborate
activity and collaboration

Upload New File Into Library and Collaborate

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

It is easier to find files when they are sorted...

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Create new Folder in Library
activity and collaboration

Create new Folder in Library

Save time and communicate instantly by sending email to Partner...

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Sending email to a Partner
activity and collaboration

Sending email to a Partner

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

Schedule events like call and meeting in relation to a...

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Scheduling events for a Partner
activity and collaboration

Scheduling events for a Partner

Comments can be added to Partners which can be used...

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Adding or Viewing comment to a Partner
activity and collaboration

Adding or Viewing comment to a Partner

Create tasks in relation to your Partners and add reminders...

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Creating tasks for a Partner
activity and collaboration

Creating tasks for a Partner

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