Alexa ConvergeHub CRM Tutorials and complete Guide for users - Page 6 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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Add multiple deals into the CRM with just a few...

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Create Deals in Quick View
Sales

Create Deals in Quick View

In a hurry to add more than one business contact...

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Create Contact in Quick View
Sales

Create Contact in Quick View

Create several accounts in the CRM in a few minutes....

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Create an Account in quick view
Sales

Create an Account in quick view

Shift the lead from one sales agent to another in...

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Transfer a Lead
Data, Documents and Analytics

Transfer a Lead

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

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Manage Custom fields in ConvergeHub
Setup and Customization

Manage Custom fields in ConvergeHub

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

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Sending Email To Partner from Lead Sub Panel
How To

Sending Email To Partner from Lead Sub Panel

Search duplicate data and merge them for a better organization...

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Merge Duplicates
Tools and Timesavers

Merge Duplicates

Build personalized web forms for your website that directly capture...

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Creating new Web to lead forms
How To

Creating new Web to lead forms

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

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Mass updating Leads
Data, Documents and Analytics

Mass updating Leads

Generate agreements right from the lead details page and send...

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Generating agreement and docusign
How To

Generating agreement and docusign

Create tasks, add notes, put comments and attach files to...

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Quick Navigation from Lead Listing Page
Quick Navigation

Quick Navigation from Lead Listing Page

The search option helps locating specific records without having to...

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Search and Advance Search
Quick Navigation

Search and Advance Search

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