Settings
How to set up your workspace properly.
77 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
Related RecordsHow to link your folders to each other
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!