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