Alexa ConvergeHub CRM Tutorials and complete Guide for users - 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
Apps and Integrations

Quickbooks Online Integration

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

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

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Add Product
Billing

Add Product

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

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Create Quotation
Billing

Create Quotation

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

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Creating an Invoice
Billing

Creating an Invoice

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

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Send Invoice by DocuSign
Billing

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
Tools and Timesavers

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
Process and Automation

How to effectively use Sales process in ConvergeHub

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

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Create Projects
Activity and Collaboration

Create Projects

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

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Using Sales Tools
Process and Automation

Using Sales Tools

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

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Using Manage Duplicates
Tools and Timesavers

Using Manage Duplicates