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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How To

Lead Creation

How To

Automation

How To

Automation – Automatic Status Updates for Replied Leads

How To

Dashboard

Apps and Integrations

App Store

How To

Lead Assignment

Marketing

Create List

Add all your payment details with related invoices into the...

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Payments using ConvergeHub
Billing

Payments using ConvergeHub

Sales, Marketing or Customer Service - you can add agents...

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User Creation and Email Id Verification
Setup and Customization

User Creation and Email Id Verification

Billing

Recurring Invoice

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

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Send Invoice by DocuSign
Billing

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
Tools and Timesavers

Use of Assignment rule for Mass Update