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

Automate the entire process of managing customers to win their...

PLAY VIDEO
Handling customer made easy with Automation
Sales

Handling customer made easy with Automation

Drip marketing involves a constant flow of marketing material sent...

PLAY VIDEO
Drip Marketing Using Automation
Marketing

Drip Marketing Using Automation

Adding Task against a lead plays a crucial role in...

PLAY VIDEO
Adding Task to Lead
Activity and Collaboration

Adding Task to Lead

Save search time by associating specific tags to Leads, Contacts,...

PLAY VIDEO
Using Tags
Activity and Collaboration

Using Tags

Manage your activities in ConvergeHub Calendar. This video shows you...

PLAY VIDEO
Using ConvergeHub Calendar
Activity and Collaboration

Using ConvergeHub Calendar

Follow Leads, Contacts, Accounts and Deals, etc. and receive live...

PLAY VIDEO
Using Feeds
Activity and Collaboration

Using Feeds

Convey a professional image in every email you send to...

PLAY VIDEO
Create Email Signature
Personalization

Create Email Signature

ConvergeHub enables you to create unlimited number of Events in...

PLAY VIDEO
Creating New Events Quick View
Activity and Collaboration

Creating New Events Quick View

ConvergeHub enables you to create unlimited number of Events in...

PLAY VIDEO
Creating New Events Full View
Activity and Collaboration

Creating New Events Full View

Send notifications to your team to keep them updated about...

PLAY VIDEO
Send Notifications
Activity and Collaboration

Send Notifications

Having important documents right in the subpanel of the Lead...

PLAY VIDEO
Adding Document to a Lead
Sales

Adding Document to a Lead

Upload brochures, presentations and case studies and share with the...

PLAY VIDEO
Upload new files to ConvergeHub Library
Activity and Collaboration

Upload new files to ConvergeHub Library