Customization is the core point when it comes to friendly usability of the 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, People, Support cases, Tasks. You can use them OR adjust to your needs.
The magic starts in the Settings:
How to customize FOLDERS:
First, you can set 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 so 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 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, and priority).
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 side bar 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:
- Open the Deals folder.
- Apply the following filters: Stage>is>Won and Close Date>is>Last month.
- 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 into the spreadsheet.