Alexa ConvergeHub CRM Tutorials and complete Guide for users - Page 8 of 11

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

Select and Click On the Video for a Closer Look at ConvergeHub

How To

Automation

How To

Dashboard

Apps and Integrations

App Store

How To

Lead Assignment

Marketing

Create List

Add all your payment details with related invoices into the...

PLAY VIDEO
Payments using ConvergeHub
Billing

Payments using ConvergeHub

Sales, Marketing or Customer Service - you can add agents...

PLAY VIDEO
User Creation and Email Id Verification
Setup and Customization

User Creation and Email Id Verification

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

PLAY VIDEO
Send Invoice by DocuSign
Billing

Send Invoice by DocuSign

Assignment Rules help you automatically assign the records to specified...

PLAY VIDEO
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...

PLAY VIDEO
How to effectively use Sales process in ConvergeHub
Process and Automation

How to effectively use Sales process in ConvergeHub

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

PLAY VIDEO
Using Sales Tools
Process and Automation

Using Sales Tools

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

PLAY VIDEO
Using Manage Duplicates
Tools and Timesavers

Using Manage Duplicates