Alexa ConvergeHub CRM Tutorials and complete Guide for users - Page 5 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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At any point of time, you can edit the Customer...

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Editing a Case
Service

Editing a Case

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

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Creating and Closing a Case
Service

Creating and Closing a Case

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

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Adding products to Case
Service

Adding products to Case

Attaching necessary files to a Case provides additional help to...

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Attaching files to a Case
Service

Attaching files to a Case

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

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Scheduling events for a Case
Service

Scheduling events for a Case

Send email, Call or Meet ā€“ set any type and...

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Creating tasks for a Case
Service

Creating tasks for a Case

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

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Mass updating Cases
Data, Documents and Analytics

Mass updating Cases

Create, send, and track email campaigns that help you build...

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Launch Email Campaign
Marketing

Launch Email Campaign

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

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Create Template
Marketing

Create Template

Get the benefit of adding your marketing targets in a...

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Create Targets in Quick View
Marketing

Create Targets in Quick View

Once the lead has progressed to the buying stage, it...

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Converting a Lead to Contact and Deal
Sales

Converting a Lead to Contact and Deal

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

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