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www.convergehub.com 1 LEAD CLIPPER Feature Release February 19, 2016

ConvergeHub Introduces Lead Clipper within its cloud CRM platform

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Page 1: ConvergeHub Introduces Lead Clipper  within its cloud CRM platform

www.convergehub.com 1

LEAD CLIPPER

Feature Release February 19, 2016

Page 2: ConvergeHub Introduces Lead Clipper  within its cloud CRM platform

www.convergehub.com 2

LEAD CLIPPER

Lead Clipper is a tool that enables you to create a lead in your ConvergeHub account from Linkedin, Facebook, Twitter and Google+ platform.

It is a feature in ConvergeHub that would automatically save the contact’s information from the social platform to your CRM.

Page 3: ConvergeHub Introduces Lead Clipper  within its cloud CRM platform

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HOW IT WORKS?Step 1 - Visit Chrome Web Store and add ConvergeHub Lead Clipper extension to your Chrome browser.

Page 4: ConvergeHub Introduces Lead Clipper  within its cloud CRM platform

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HOW IT WORKS?Step 2 - Find a lead in LinkedIn, Facebook, Twitter or Google+.

Page 5: ConvergeHub Introduces Lead Clipper  within its cloud CRM platform

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HOW IT WORKS?Step 3 - Click on ConvergeHub icon.

Page 6: ConvergeHub Introduces Lead Clipper  within its cloud CRM platform

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HOW IT WORKS?Step 4 - Provide ConvergeHub User name, Password and API Key

Page 7: ConvergeHub Introduces Lead Clipper  within its cloud CRM platform

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HOW IT WORKS?Step 5 - Details like Lead's name, phone and email address get automatically filled up.

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HOW IT WORKS?

Step 6 - Add a Description of the lead.

Step 7 - Set the Next Action for the Lead e.g. follow-up call or email.

Step 8 - Click on Save.

In fraction of a minute, you have added a new lead into the CRM, without leaving the social page. ConvergeHub lead clipper tool has pulled the contact's information and saved it within the CRM. You can continue looking for other contacts without a break in the flow. Isn’t it awesome?

Page 9: ConvergeHub Introduces Lead Clipper  within its cloud CRM platform

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Contact Us

Please contact us at the below mentioned link for your suggestions, comments or any query.

Website – www.convergehub.com

Facebook - https://www.facebook.com/ConvergeHub

Google+ - https://www.facebook.com/ConvergeHub

Twitter - https://twitter.com/ConvergeHub

LinkedIn - https://www.linkedin.com/company/convergehub