Alexa Sales Tutorials-SMB CRM- ConvergeHub

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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In minutes, know which industries generate the maximum leads for...

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Create Reports Leads by industry
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Create Reports Leads by industry

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

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Import new Leads to ConvergeHub
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Import new Leads to ConvergeHub

Store your company's product data in your CRM account. This...

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Add Product
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Add Product

Create quotations for your customers showing the combination of Products,...

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Create Quotation
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Create Quotation

Create invoice citing details like Account Name, Contact Name, Deal...

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Creating an Invoice
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Creating an Invoice

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

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Send Invoice by DocuSign
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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
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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
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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
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Using Sales Tools

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

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Using Manage Duplicates
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Using Manage Duplicates

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

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Handling customer made easy with Automation
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Handling customer made easy with Automation

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

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Adding Task to Lead
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Adding Task to Lead