Alexa Sales Tutorials-SMB CRM- ConvergeHub- Page 2 of 3

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 your activities in ConvergeHub Calendar. This video shows you...

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Using ConvergeHub Calendar
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Using ConvergeHub Calendar

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

Establish direct communication and collaboration with your Channel Partners. This...

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Creating New Partners and Add to a Lead
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Creating New Partners and Add 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

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

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

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