Records and Folders

NetHunt Team avatar Anastasia avatar Anna Zhmakina avatar
31 articles in this collection
Written by NetHunt Team, Anastasia, and Anna Zhmakina
Working with records

How to archive your records

Hide the records you don't want to see right now for future reference
Anna Zhmakina avatar
Written by Anna Zhmakina
Updated this week

Duplicate prevention

Check how to avoid duplicate creation in your folders
Anastasia avatar
Written by Anastasia
Updated this week

How to create records

With NetHunt CRM, you can turn your emails into records to easily manage them
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Written by NetHunt Team
Updated this week

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 this week

Create records right from the related field

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Written by Anastasia
Updated this week

How to copy/move records from one folder to another

Learn to manage your records and move them across the CRM
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Written by NetHunt Team
Updated this week

How to link records

Link clients to deals
Anastasia avatar
Written by Anastasia
Updated this week

How to duplicate records

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Written by Anastasia
Updated this week

How to merge records

Free your workspace from duplicates by merging records.
Anastasia avatar
Written by Anastasia
Updated this week

Mass update records

Anastasia avatar
Written by Anastasia
Updated this week

How to use advanced search

Search through your Records by using Gmail Search bar and advanced search features of NetHunt CRM
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Written by NetHunt Team
Updated this week

How to import data into existing records and update them

Migrate and manage your updated or even duplicated information with the new import feature.
Anastasia avatar
Written by Anastasia
Updated this week