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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.

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Manage organization-wide Customer Cases from within your CRM account. This...

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Creating and Closing a Case
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Creating and Closing a Case

Creating product bundles with Customer Cases ensure better understanding of...

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Adding products to Case
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Adding products to Case

Attaching necessary files to a Case provides additional help to...

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Attaching files to a Case
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Attaching files to a Case

Schedule events like call and meeting in relation to a...

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Scheduling events for a Case
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Scheduling events for a Case

Send email, Call or Meet ā€“ set any type and...

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Creating tasks for a Case
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Creating tasks for a Case

Mass updating helps you save time by simultaneously updating multiple...

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Mass updating Cases
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Mass updating Cases

Get the benefit of adding your marketing targets in a...

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Create Targets in Quick View
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Create Targets in Quick View

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

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Converting a Lead to Contact and Deal
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Converting a Lead to Contact and Deal

Row or Column - there are two ways in which...

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Changing the View of Lead Listing
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Changing the View of Lead Listing

Add multiple deals into the CRM with just a few...

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Create Deals in Quick View
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Create Deals in Quick View

In a hurry to add more than one business contact...

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Create Contact in Quick View
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Create Contact in Quick View

Create several accounts in the CRM in a few minutes....

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Create an Account in quick view
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Create an Account in quick view

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