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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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Import option allows to transfer all records to the CRM...

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Import new Leads to ConvergeHub
process and automation

Import new Leads to ConvergeHub

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

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Send Invoice by DocuSign
process and automation

Send Invoice by DocuSign

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

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Use of Assignment rule for Mass Update
process and automation

Use of Assignment rule for Mass Update

Move your leads steadily through the pipeline by following a...

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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...

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Using Sales Tools
process and automation

Using Sales Tools

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

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Using Manage Duplicates
process and automation

Using Manage Duplicates

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

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Handling customer made easy with Automation
process and automation

Handling customer made easy with Automation

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

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Drip Marketing Using Automation
process and automation

Drip Marketing Using Automation

Once the lead has progressed to the buying stage, it...

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Converting a Lead to Contact and Deal
process and automation

Converting a Lead to Contact and Deal

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

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Creating new Web to lead forms
process and automation

Creating new Web to lead forms

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

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Mail Merge
process and automation

Mail Merge

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

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Mail To Case
process and automation

Mail To Case