Alexa Sales Tutorials-SMB CRM- ConvergeHub- Page 2 of 2

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

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Using Feeds
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Using Feeds

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

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Adding Document to a Lead
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Adding Document to a Lead

Create customized templates to increase the impact of your marketing...

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Create Template
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Create Template

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

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

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

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Creating new Web to lead forms
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Creating new Web to lead forms

Generate agreements right from the lead details page and send...

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Generating agreement and docusign
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Generating agreement and docusign

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

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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