Alexa How to use ConvergeHub–Video-Award Winning CRM for SMB - Page 8 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

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

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Adding Document to a Lead
how to

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
how to

Upload new files to ConvergeHub Library

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

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Add Partner or Library from Lead Subpanel
how to

Add Partner or Library from Lead Subpanel

Creating a stack of answers to the most common and...

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Create Knowledge Base
how to

Create Knowledge Base

Manage organization-wide Customer Cases from within your CRM account. This...

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Creating and Closing a Case
how to

Creating and Closing a Case

Creating product bundles with Customer Cases ensure better understanding of...

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Adding products to Case
how to

Adding products to Case

Send email, Call or Meet – set any type and...

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Creating tasks for a Case
how to

Creating tasks for a Case

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

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Mass updating Cases
how to

Mass updating Cases

Create customized templates to increase the impact of your marketing...

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Create Template
how to

Create Template

Row or Column - there are two ways in which...

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Changing the View of Lead Listing
how to

Changing the View of Lead Listing

Customize ConvergeHub by creating tabs and adding and organizing fields...

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Manage Custom fields in ConvergeHub
how to

Manage Custom fields in ConvergeHub

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

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Create Partner and Send Email with Attachment from Lead Subpanel
how to

Create Partner and Send Email with Attachment from Lead Subpanel