Alexa ConvergeHub CRM Tutorials and complete Guide for users - Page 9 of 9

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

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Create Template
Marketing

Create Template

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

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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Create Partner and Send Email with Attachment from Lead Subpanel
How To

Create Partner and Send Email with Attachment from Lead Subpanel

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

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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Transfer Lead
Quick Navigation

Transfer Lead

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

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