Alexa How to use ConvergeHub–Video-Award Winning CRM for SMB - Page 2 of 7

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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ConvergeHub offers tight integration with QuickBooks Online to help users...

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Quickbooks Online Integration
how to

Quickbooks Online Integration

In minutes, know which industries generate the maximum leads for...

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Create Reports Leads by industry
how to

Create Reports Leads by industry

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

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Import new Leads to ConvergeHub
how to

Import new Leads to ConvergeHub

Store your company's product data in your CRM account. This...

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Add Product
how to

Add Product

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

Move your leads steadily through the pipeline by following a...

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How to effectively use Sales process in ConvergeHub
how to

How to effectively use Sales process in ConvergeHub

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

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Create Projects
how to

Create Projects

Sales Tools play a crucial role in the conversion of...

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Using Sales Tools
how to

Using Sales Tools

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

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Using Manage Duplicates
how to

Using Manage Duplicates

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