Alexa How to use ConvergeHub–Video-Award Winning CRM for SMB - Page 2 of 5

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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how to

Lead Creation

how to

Automation

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Dashboard

how to

Assisgn Lead to another user

how to

Create List

Add all your payment details with related invoices into the...

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Payments using ConvergeHub
how to

Payments using ConvergeHub

Sales, Marketing or Customer Service - you can add agents...

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User Creation and Email Id Verification
how to

User Creation and Email Id Verification

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

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Team and ACL Roles
how to

Team and ACL Roles

Create quotations for your customers showing the combination of Products,...

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Create Quotation
how to

Create Quotation

Create invoice citing details like Account Name, Contact Name, Deal...

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Creating an Invoice
how to

Creating an Invoice

Get the advantage of sending invoices by DocuSign right from...

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Send Invoice by DocuSign
how to

Send Invoice by DocuSign

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

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Use of Assignment rule for Mass Update
how to

Use of Assignment rule for Mass Update

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