”I use integration with Zapier a lot, and just recently added a new zap that allows us to type @user name in the comment section, and it shoots an email notification to the person you mention with the link to this record in NetHunt CRM.
Sometimes, we have large cases with up to 10 people involved. I need to write emails to the US embassy and copy/paste all the data related related to this case. If done manually, it takes a while. Therefore I parse all the information from one of our documents and take it to the record in NetHunt where I created a multiline text field to bring this data in.
I also created another zap — checkboxes. When I tick them, an email is sent along with a text message from the record to a client. For example, an important information before client appointment.
In terms of reporting, I love the card view in NetHunt and I’ve set up quite a few views that I use daily. For example, I track potential cases that we work on and the ones that are already in progress. I can also see the number of emails each manager handles and track their productivity.
Also, once in a while, someone fails to respond to a client email, and what helps me is that I flag all the emails and then see them linked to records. This way, I can check if a specific email from a client is responded to, and make sure it does if for some reason it has been missed.”
