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Tips & Tricks
Tips & Tricks
A collection of articles covering non-obvious NetHunt CRM use cases
11 articles in this collection
Written by
NetHunt Team,
Anastasia,
and
Mauricio Aguirre
Sales forecast via Data Studio
How to create a graph and a table to easily visualize your future income
Written by
Mauricio Aguirre
Updated over a week ago
Sales forecasting in NetHunt
Forecasting the sales in your sales and displaying it nicely on your pipeline
Written by
Mauricio Aguirre
Updated over a week ago
Project management
You would like to have a folder to track your projects' progress and tasks
Written by
Mauricio Aguirre
Updated over a week ago
Quick snippet actions
Hover over the Contact snippet and call/email your lead
Written by
Anastasia
Updated over a week ago
Default view in the folder
Design your default view to access the folder as you want it to be
Written by
Anastasia
Updated over a week ago
How to use Time since field update to see records progress
Optimize your business processes and keep an eye on any delays with Time since field update field
Written by
NetHunt Team
Updated over a week ago
How to use Formula field
Streamline daily processes and expand your possibilities with Formula field in NetHunt.
Written by
Anastasia
Updated this week
How to change the name of the user in NetHunt
Change the users name inside NetHunt having changed it in your G Suite account
Written by
Anastasia
Updated over a week ago
How to clone emails
Become a part of an email thread by cloning it to your mailbox
Written by
NetHunt Team
Updated this week
How to change folder color
Learn to change folder color for better customization
Written by
NetHunt Team
Updated over a week ago
How to assign managers
Find out how to assign a Manager to an existing record.
Written by
Anastasia
Updated over a week ago