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Settings structure

Learn more about NetHunt CRM settings
Written by Kyrylo Aleksieienko
Updated 1 minute ago

The NetHunt Settings comprise of the following sections:

My account

  1. Preferences: this section allows you to change the date format, system language, notifications, and email open/click settings.

  2. Account management: allows you to remove your account (user) from the existing workspace. If you are a workspace admin, you will need to appoint another user to the admin role in order to quit the workspace.

    Data & Structure

  3. Folder and field management: this section allows you to customize your folders and their field sets and reorder folders.

  4. Saved views: this section allows you to move, edit, export, and delete views from folders.

  5. Data enrichment: NetHunt CRM can automatically populate your records with important customer-related data (such as contact details) and establish correct relations between records.

  6. Duplicate prevention: set up the duplicate prevention rules following this guide.

  7. Import data: this is where you can import your data to NetHunt, either from a CSV file or other applications.

    Tools

  8. Tasks: create and manage all the task settings in this section.

  9. Email templates: here you can create and store email templates for personal and shared usage. 

  10. Rollback: revert mass actions and restore records’ previous values anytime.

  11. Trash bin: stores the deleted items (folders, records, and fields) for 1 month.

    Team

  12. Roles: this section allows you to manage user roles in your workspace.

  13. Users: this section allows you to manage users in your workspace
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    Integrations

  14. Chats: connect various chats and messengers to NetHunt CRM to quickly capture incoming leads from Telegram, Viber, WhatsApp, and Instagram.

  15. Google Contacts sync: this tab allows you to sync your Google Contacts and the Contacts folder in NetHunt.

  16. Apps and other integrations: this tab serves for API key generation, quickly start using Zapier, launch your connection with Google Looker Studio (ex-Data Studio), integrate with Intercom and Facebook, connect VoIP telephony services (Aircall, Binotel, Ringostat, UniTalk, Stream Telecom), and install the extension for Gmail.

    Workspace

  17. Workspace management: here you can change the name of the current workspace, manage email visibility and auto-linking, and delete the account with all the data permanently.

  18. Domains: connect your custom domain to use for email opens, links click tracking and unsubscribe links.

  19. Email delivery settings: this is where you can configure your DKIM/SPF records for NetHunt CRM, set up custom SMTP, or choose Gmail/NetHunt SMTP as a delivery method by default.

  20. Billing: this is the tab where you can manage your subscription plan and billing details.

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