Customization is the core point when it comes to friendly usability of a product.
NetHunt allows you to customize pretty much everything you are about to use in the system.
When you start using the CRM, a few folders are already pre-set up for you: Companies, Deals, Contacts. NetHunt allows adjusting them all to your needs.
Dashboard:
You can move the widgets around and add more onto it:
1. Click and Hold:
2. Hold click and relocate the widget:
How to customize Folders:
You can set a Folder's color and an icon. Just go to the folder settings and choose what you like:
How to customize Fields
You can also edit the folder content. To do this, just switch the tab to Fields where you can:
edit the existing fields (by clicking on them)
add new fields to the folder
group multiple fields
add record snippets
reorder the fields (drag and drop them)
How to customize Records
When finished with the folder/field set up, you can then migrate the data you already have into NetHunt or create new records in the folder.
In the Record itself, you are able to:
hide/open groups of fields to get to the crucial information of your record faster.
Click the arrows here to open or close the Group of fields:
make the record wider to see more information if the fields you have are packed with details.
Hold the 3 dots here and drag to the desired width of your record:
Result:
How to customize Views
After you have the records up and running, you need to create views, which allow you to track different business processes inside one folder:
Let's say, you need a pipeline view of all your deals. You open the Deals folder and group your records by the field Stage:
It gives you the card view of all your deals, grouped by the stage they are currently in.
You can also customize the cards by showing a few necessary fields to grasp the vital information on each opportunity (like the deal amount, its manager, etc.).
Besides, you can calculate the sum of all the opportunities in different stages:
When you create a view, do not forget to save it. Such saved views are automatically updated in real time and can be accessed from the left sidebar menu. This way, you get to see your pipeline in one click:
You can also create a view showing all the Won deals last month for your business reports:
1. Open the Deals folder.
2. Apply the following filters: Stage>is>Won and Close Date>is>Last month:
3. Group the records by Manager to see the winning employee.
4. Save the view (as it is shown in the previous case) and generate a report in the spreadsheet:
Now you know how to customize pretty much everything in the system, and for more info, you can always check more tutorials here or reach us at support@nethunt.com.
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