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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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Shift the lead from one sales agent to another in...

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Transfer a Lead
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Transfer a Lead

Save time and communicate instantly by sending email to your...

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Sending Email To Partner from Lead Sub Panel
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Sending Email To Partner from Lead Sub Panel

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

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Mass updating Leads
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Mass updating Leads

Create tasks, add notes, put comments and attach files to...

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Quick Navigation from Lead Listing Page
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Quick Navigation from Lead Listing Page

The search option helps locating specific records without having to...

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Search and Advance Search
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Search and Advance Search

Need to create several leads in the CRM in a...

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Adding A New Lead (Quick View)
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Adding A New Lead (Quick View)

The Mass Email feature in ConvergeHub help sending mass emails...

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Mass Email From Listing
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Mass Email From Listing

Pick and choose which columns you want in the listing...

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Changing the Listing View using Column Chooser
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Changing the Listing View using Column Chooser

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