Settings

This collection covers all the articles consists the Convin dashboard settings.

  • Configuring Entities for Customized Data Extraction on Convin
  • Comprehensive guide on How to Setup your Voice Print
  • How to Build Audit Templates and Set Parameters on the Convin Dashboard
  • How to add teams or sub-teams for an existing role
  • A Step-by-Step Guide to Adding Teams and Sub-Teams in Existing Template
  • Convin's Bulk Upload Users Feature for Efficient User Management
  • How to Create Custom Manual QMS fields on the Convin Dashboard?
  • How to manage CSAT Score?
  • How to manage Lead Scoring on Convin Dashboard?
  • How to Integrate Close CRM with Convin
  • What is Sampling Manager in Convin?
  • Billing in Convin
  • How to view the Scheduled Reports on the Convin Dashboard?
  • Violation Manager in Convin
  • My Profile in Convin
  • Integration with Convin
  • Team Manager in Convin
  • How to create User on Convin
  • Topic Manager in Convin
  • Role Manager in Convin
  • Recording Manager in Convin
  • Call Type manager in Convin
  • Conversation Tags manager in Convin