Alexa Tools and timesavers-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.

convergehub tutorial

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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

Convey a professional image in every email you send to...

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Create Email Signature
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Create Email Signature

ConvergeHub enables you to create unlimited number of Events in...

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Creating New Events Quick View
tools and timesavers

Creating New Events Quick View

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

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Mass updating Cases
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Mass updating Cases

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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Create Partner and Send Email with Attachment from Lead Subpanel
tools and timesavers

Create Partner and Send Email with Attachment from Lead Subpanel

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

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Creating new Web to lead forms
tools and timesavers

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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Transfer Lead
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Transfer Lead

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

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Changing the Listing View using Column Chooser
tools and timesavers

Changing the Listing View using Column Chooser