CRM Software Tutorial: Customization in NetHunt CRM

In this video tutorial, you'll learn how to customize your workspace in NetHunt CRM. If you still haven't tried NetHunt, CRM for Gmail, sign up today... it's free for 14 days! https://bit.ly/2VAKoFQ. NetHunt is a powerful CRM software which is highly customizable to your business needs.

This video is a step-by-step guide for how to:
- adjust the ‘Companies’, ‘Deals’, ‘Contacts’, and ‘Tasks’ folders to fit your needs.
- create different views and build pipelines to help you track the progress of sales.
- customize record snippets.
- manage user roles.

--Time-codes:--
00:00 Customization in NetHunt CRM
00:25 How to adjust the ‘Companies’, ‘Deals’, ‘Contacts’, and ‘Tasks’ folders to fit your needs.
00:48 How to import data into existing folders
01:03 How to move around the widgets on the dashboard
01:23 How to customize the folders settings
01:26 How to customize the fields settings
03:18 How to create customized views in NetHunt CRM
03:25 How to create a sales pipeline in NetHunt CRM
04:15 How to hide views and folders from the left side bar of NetHunt CRM
04:30 How to create a specific view for yourself only to check all the won deals over the past month
05:10 How to make a default view
05:50 What are records snippets and how to use them to speed up your work
06:48 How to customize record snippets
07:13 How to customize the user roles
08:25 How to customize basic setting in NetHunt CRM
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Head to https://bit.ly/3kkagBI to find out why NetHunt is a perfect solution for a small business.
Please find more tips on how to customize your NetHunt workspace at our article:
https://bit.ly/3fvY8u3
If you have any further questions about how to use our CRM software, please visit NetHunt’s Help Center -- https://bit.ly/3cvZeFd
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Educate your CRM journey at NetHunt CRM User Community
https://community.nethunt.com/

-----------------------------About NetHunt CRM--------------------------------

NetHunt is a fully-fledged CRM, designed for sales, marketing, and customer service teams. Our mission is to help small and medium-sized businesses grow better, grow happier.

NetHunt is a Gmail CRM that brings sales automation and drip campaigns straight to your inbox. It has Webforms, LinkedIn, Facebook Messenger and Intercom integration, as well as covers a full set of features to automatically capture leads, nurture them, manage sales pipeline, and close deals faster.

Our customers use NetHunt to get jobs done:
- To automatically capture leads via webforms.
- To send out drip campaigns and nurture leads.
- To organise client and lead databases.
- To capture leads with LinkedIn integration.
- To sync their Gmail activity with CRM and track sales processes.
- To sync their sales funnel with CRM stages, statuses, and tags.
- To manage individual and team tasks.
- To schedule follow-ups, bulk email campaigns, newsletters, and other types of communication with customers.
- To integrate NetHunt with other apps that they use every day.
- To store and access every moment of customer interaction with their sales team.
- To remind them about important calls, meetings, follow-ups.
- To monitor sales metrics and improve sales performance.
- To sync activities between sales, marketing, and support departments.
- To never miss a potential lead.

Sign up for our 14-day free trial. It only takes a few seconds! https://bit.ly/2XZV4ku

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