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Converge Enterprise is in the continuous process of improvement. Numerous extensions and modules are being developed and added regularly. Hence, this User Guide will be updated frequently as well. You can check back often and get updated on the latest extensions and modules.

Welcome to the User Guide !

The user guide will help you to thoroughly explore all the features and characteristic you have in the Converge Enterprise CRM suite. This CRM suit is developed keeping in mind all the functionality and behavior required to manage your valuable customers efficiently and effectively so that it will help you to generate more and more business and hence revenue. Thanks to the contribution of our experienced business specialists, experts and analysts who have put their ideas and effort together and  we are proud to present this unique and powerful money generator machine to you.

 

 

 You will learn following sections:

 

  • Manage your Profile
  • How to manage the following sections:
    • Sales
      • Leads
      • Accounts
      • Contacts
      • Deals
    • Activities
      • Event
      • Task
      • Calendar
      • Feeds
      • Library
      • Tags
    • Fulfillment
      • Products
      • Quotations
      • Sales Order
      • Invoice
    • Campaigns
      • Campaigns
      • Templates
      • Lists
    • Report

 

 

 

 


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