Alexa Sales Tutorials-SMB CRM- ConvergeHub- Page 3 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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Search duplicate data and merge them for a better organization...

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Merge Duplicates
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Merge Duplicates

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

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

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Mass updating Leads
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Mass updating Leads

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

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)

With the Mail Merge process, you can create a batch...

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Mail Merge
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Mail Merge

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

Having all leads stored and streamlined in a CRM database...

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Adding A New Lead (Full View)
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Adding A New Lead (Full View)

Keep all your contacts up-to-date in both ConvergeHub CRM and...

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Google Contact Integration
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Google Contact Integration

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