Working with NetHunt CRM

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55 articles in this collection
Written by NetHunt Team, Anastasia, and Evgeniy Volik

How to use Date of field update field

Find out the date when a field in your record was changed and take care of obsolete entries.
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Written by Evgeniy Volik
Updated this week

Related Events

Discover what is going on with records related to each other without jumping from one to another.
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Written by Evgeniy Volik
Updated over a week ago

Last Interaction statistics field

Follow-up on the records you haven't been working with for a long time.
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Written by Evgeniy Volik
Updated over a week ago

How to re-assign managers

Learn how to reassign records from one user to another in NetHunt
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Written by Anastasia
Updated over a week ago

Mention users in comments

Tag your co-worker in a record
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Written by Anastasia
Updated over a week ago

Link folders after import

Link your imported files together
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Written by Anastasia
Updated over a week ago

Change field type

How to change the field type to another one
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Written by Anastasia
Updated over a week ago

Email templates

Save and share email templates to save time on messaging
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Written by Anastasia
Updated over a week ago

How to use Tasks

Create tasks in NetHunt
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Written by Anastasia
Updated over a week ago

Mass update records

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Written by Anastasia
Updated over a week ago

Contact records auto-filling and creation

Create a contact record from your new email and have the sender's personal data filled in the record
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Written by Anastasia
Updated over a week ago

Create records right from the related field

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Written by Anastasia
Updated over a week ago

How to link records

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Written by Anastasia
Updated over a week ago

How to manage fields

Customize your folders by setting up various fields
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Written by NetHunt Team
Updated over a week ago

What are the pre-set default date fields and how to use them

Learn more about the pre-set default date fields.
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Written by Anastasia
Updated over a week ago

Customization in NetHunt

Customize every detail of your CRM, so that it fits your needs perfectly well.
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Written by Anastasia
Updated over a week ago

Settings

NetHunt settings
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Written by Anastasia
Updated over a week ago

Folder settings part 2: how to customize folders and fields

How to create folder structure
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Written by Anastasia
Updated over a week ago

Folder settings part 1: where to access the folder settings

Where to access the folder settings
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Written by Anastasia
Updated over a week ago

How to re-order folders

Reorder folders in the workspace
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Written by Anastasia
Updated over a week ago

Trash bin

How to restore deleted items
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Written by Anastasia
Updated over a week ago