Alexa How to use ConvergeHub–Video-Award Winning CRM for SMB - Page 6 of 9

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

Select and Click On the Video for a Closer Look at ConvergeHub

how to

Roles and Permission

how to

Lead Conversion

how to

Create Quotation and Invoice

how to

Advanced Search

how to

Lead Creation

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Automation

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Dashboard

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Lead Assignment

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

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