Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.


Note:Documents can be shared with external party clients through Collaboration. Please check Collaboration section (under the Library module) to know the exact steps.




Accessing the Partner's Network


Note: To convert referred leads/contacts to one's own., the user will have to upgrade the CRM to a paid version first.



ConvergeHub dashboard will give a unified display of the available features of the CRM. It will help the user manage the activities from a single interactive screen.



Deleted  lead/contact details or for that matter any deleted documents will be stored in the Recycle Bin. Information deleted from the Recycle Bin will be removed from the ConvergeHub database permanently.