Settings
How to set up your workspace properly.Setting up your workspace
Settings structure
Learn more about NetHunt CRM settings
Per user settings
In this guide you will learn more about what is considered to be per user settings
How to change the color theme in NetHunt
How to customize the color of NetHunt CRM in your Gmail extension
CRM Architecture: Practical Use Cases and Business Analysis
NetHunt for Real Estate and Brokerage
In this article, we present our suggestions on setting up an account for Real Estate agents or Brokerage businesses
Using NetHunt CRM for Infoproduct Sales
In this article, we'll show you how to set up a NetHunt CRM workspace tailored for your digital product business.
How to Set Up HR Management and Recruitment in NetHunt CRM
In this article, we'll explore the structure and key features of NetHunt CRM for recruitment.
Folders setup
Folder settings part 1: where to access the folder settings
Where to access the folder settings
Folder Configuration Part 2: Managing Folders and Fields
How to create folder structure
Import related folders
Link your imported files together
Working with record fields
What is a field
What is a field in NetHunt CRM and how to work with fields to customize your records.
Field types
Description of the NetHunt field types
Change field type
How to change the field type to another one
Working with records
Field editing
How to secure the most important data from accidental updates while working with a record.
How to archive your records
Hide the records you don't want to see right now for future reference
Required for stages fields
Make some fields required in order to keep your records up to date
Timeline
Mention users in comments
Tag your co-worker in a record
Related Events
Discover what is going on with records related to each other without jumping from one to another.
Timeline Event sources and icons
In this article, we'll describe exactly which sources appear in the timeline
User roles and permissions
What is a role? Overview and settings
Learn about the different user roles in your workspace and how to manage them.
How to manage permissions
NetHunt permissions give users access to different folders
How to change the name of the user in NetHunt
Change the users name inside NetHunt having changed it in your G Suite account
Import & Export
How to import data from Spreadsheets
Import your data from Spreadsheets to NetHunt CRM just in a few clicks
Import data into existing records
How to add additional information to your records in your folders
My fields are merged into one when I import into NetHunt from CSV
Create the proper CSV file