Views and Reports
A collection of support articles explaining how to work with views, filters and reports in NetHunt CRM
18 articles
- How to create and manage viewsGroup and sort records into views
- Sorting and filtering recordsIn this article you will learn how to filter and sort your records in NetHunt
- How to filter related recordsHow to filter related records inside one record
- How to use advanced filteringLearn how to break down your contacts into smaller segments using advanced filters.
- Filtering records across different foldersIn this section, we'll look at how to filter records between folders
- Default view in the folderDesign your default view to access the folder as you want it to be
Sales pipelines
A collection of articles explaining how to create, manage and monitor sales pipelines in NetHunt CRM
- How to add a new stage/status (field value)Adding a custom stage/status to an already existing pipeline
- How can I add another pipeline?How to create multiple pipelines for your comfortable workflow tracking
- How to customize cardsImprove pipeline visualization by customizing cards
- How to change date formatEasily change the date formate depicted in your pipeline
- Time in stage reportMeasure how long your deal (record) stays in a certain stage
- Team performance reportTrack your team activity inside NetHunt
- How to generate reportsLearn to create reports containing information from your NetHunt CRM
- Team's goals reportsSet your team's goals for a week or a quarter
- Pipeline reportsTrack your sales team progress and see how many deals they close
- Sales forecasting in NetHuntForecasting the sales in your sales and displaying it nicely on your pipeline
- Data Studio Tips and Best PracticesIntegration of NetHunt with Data Studio (ex-Looker Studio)
- Sales forecast via Looker StudioHow to create a graph and a table to easily visualize your future income