Alexa ConvergeHub CRM Tutorials and complete Guide for users - Page 7 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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Need to create several leads in the CRM in a...

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Adding A New Lead (Quick View)
Quick Navigation

Adding A New Lead (Quick View)

With the Mail Merge process, you can create a batch...

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Mail Merge
Tools and Timesavers

Mail Merge

Layout editor helps you to customize the look and feel...

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Layout Editor
Setup and Customization

Layout Editor

The Mass Email feature in ConvergeHub help sending mass emails...

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Mass Email From Listing
Quick Navigation

Mass Email From Listing

By integrating IMAP with ConvergeHub, you can easily and seamlessly...

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IMAP Integration
Apps and Integrations

IMAP Integration

By integrating MailChimp with ConvergeHub CRM you can easily send...

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MailChimp Integration
Apps and Integrations

MailChimp Integration

Pick and choose which columns you want in the listing...

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Changing the Listing View using Column Chooser
Personalization

Changing the Listing View using Column Chooser

Having all leads stored and streamlined in a CRM database...

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Adding A New Lead (Full View)
Sales

Adding A New Lead (Full View)

Spontaneously turn your customer emails into Cases in ConvergeHub to...

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Mail To Case
Service

Mail To Case

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

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Web to Case
Service

Web to Case

The integration between ConvergeHub and RingCentral is perfect for small...

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RingCentral Integration
Apps and Integrations

RingCentral Integration

Keep all your contacts up-to-date in both ConvergeHub CRM and...

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Google Contact Integration
Apps and Integrations

Google Contact Integration