Alexa ConvergeHub CRM Tutorials and complete Guide for users - Page 4 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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Send notifications to your team to keep them updated about...

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Send Notifications
Activity and Collaboration

Send Notifications

Upload brochures, presentations and case studies and share with the...

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Upload New File Into Library and Collaborate
Data, Documents and Analytics

Upload New File Into Library and Collaborate

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

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Adding Document to a Lead
Sales

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
Activity and Collaboration

Upload new files to ConvergeHub Library

It is easier to find files when they are sorted...

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Create new Folder in Library
Activity and Collaboration

Create new Folder in Library

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

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Sending email to a Partner
Activity and Collaboration

Sending email to a Partner

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

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Attaching files to a Partner
Activity and Collaboration

Attaching files to a Partner

Schedule events like call and meeting in relation to a...

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Scheduling events for a Partner
Activity and Collaboration

Scheduling events for a Partner

Comments can be added to Partners which can be used...

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Adding or Viewing comment to a Partner
Activity and Collaboration

Adding or Viewing comment to a Partner

Create tasks in relation to your Partners and add reminders...

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Creating tasks for a Partner
Activity and Collaboration

Creating tasks for a Partner

Establish direct communication and collaboration with your Channel Partners. This...

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Creating New Partners and Add to a Lead
Sales

Creating New Partners and Add to a Lead

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

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Create Knowledge Base
Service

Create Knowledge Base

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