Views and Reports
A collection of support articles explaining how to work with views, filters and reports in NetHunt CRM
17 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
Sales forecast via Looker StudioHow to create a graph and a table to easily visualize your future income