Alexa Data documents and analytics-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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In minutes, know which industries generate the maximum leads for...

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Create Reports Leads by industry
data documents and analytics

Create Reports Leads by industry

Import option allows to transfer all records to the CRM...

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Import new Leads to ConvergeHub
data documents and analytics

Import new Leads to ConvergeHub

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

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Use of Assignment rule for Mass Update
data documents and analytics

Use of Assignment rule for Mass Update

Eliminate duplicate records from CRM to maintain the quality of...

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Using Manage Duplicates
data documents and analytics

Using Manage Duplicates

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

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Transfer Event
data documents and analytics

Transfer Event

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

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Mass update events
data documents and analytics

Mass update events

Upload brochures, presentations and case studies and share with the...

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Upload New File Into Library and Collaborate
data documents and analytics

Upload New File Into Library and Collaborate

Having important documents right in the subpanel of the Lead...

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Adding Document to a Lead
data documents and analytics

Adding Document to a Lead

Upload brochures, presentations and case studies and share with the...

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Upload new files to ConvergeHub Library
data documents and analytics

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
data documents and analytics

Create new Folder in Library

Attaching files directly to Partners help to keep things organized...

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Attaching files to a Partner
data documents and analytics

Attaching files to a Partner

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

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Mass updating Cases
data documents and analytics

Mass updating Cases