Settings
How to set up your workspace properly.
79 articles
- Settings structureLearn more about NetHunt CRM settings
- Per user settingsIn this guide you will learn more about what is considered to be per user settings
- How to change the color theme in NetHuntHow to customize the color of NetHunt CRM in your Gmail extension
- Dashboard & WidgetsTake advantage of NetHunt Widgets
- How to delete a workspaceHow you can delete a workspace in NetHunt
- How to rename your workspaceLearn how to change the name of your workspace in NetHunt CRM.
- How to exclude certain emails from auto-linkingFind out how to exclude certain emails from being linked to CRM records.
- Data typesSet up NetHunt CRM to automatically catch useful information from emails and Google Contacts.
- Trash binHow to restore deleted items
- Push-notifications in NetHunt CRMIn this article, we will look at how to manage notifications.
Records and Folders
Collection of support articles related to working with records and folders in NetHunt CRM
- What is a role? Overview and settingsLearn about the different user roles in your workspace and how to manage them.
- What is a user roleFind out more about different roles of the users in your workspace and the way to manage them
- "Read-only" permissionIn this article you will learn about "read-only" permission
- How to manage permissionsNetHunt permissions give users access to different folders
- How to change the name of the user in NetHuntChange the users name inside NetHunt having changed it in your G Suite account
- How to re-assign managersLearn how to reassign records from one user to another in NetHunt
- How to assign managersFind out how to assign a Manager to an existing record.
- How to manage usersEach and every user in your workspace may have a different role. Find out how to manage these roles and users in the CRM
- How to limit visibility of the fieldsIn this article you will learn how to limit the visibility of the data in the field or completely hide it.
- Chat PermissionsIn this article, you will learn how to set up permissions for the Chats section
- Domain transferIn this article, you will learn which steps you have to take in case you are transferring your domain
- Time offs settingsIn this article, we will look at the possibility of removing assigned users who are absent from work from automatic distribution.
- How to import data from SpreadsheetsImport your data from Spreadsheets to NetHunt CRM just in a few clicks
- Import data into existing recordsHow to add additional information to your records in your folders
- My fields are merged into one when I import into NetHunt from CSVCreate the proper CSV file
- How to import data from StreakImport your data from Streak to migrate to NetHunt CRM
- How to import data from CopperMigrate your data from Copper to NetHunt CRM
- How to import data from InsightlyYou may easily migrate your data from Insightly to NetHunt CRM
- How to import data from PipedriveImport your data from Pipedrive to migrate to NetHunt CRM
- How to import data from ZohoImport your data from Zoho to migrate to NetHunt CRM
- How to import data from another softwareLearn how to import your data to NetHunt CRM for any other system you've previously used.
- How to export dataLearn to export data from NetHunt CRM to a CSV file or Google Sheets
- Rollback optionAccidental mass update or incorrect CSV import are not gonna be an issue anymore!