NetHunt’s Changelog

• Shared templates: consistent replies available to the entire team.

• Personal templates: for individual use only.

• Formatting & emojis: messages stay natural and conversational.

• Scenario branching: different actions for successful responses (200) and errors.

• No broken flows: automations don’t stop due to third-party service failures.

• Error handling: tasks are automatically created for managers to review issues.

• Invoice generation: invoices are created automatically when a deal moves to the required stage.

• Sending to customers: invoices are instantly sent to the customer via email.

• Payment tracking: CRM receives transaction data and updates the deal status.

• Financial records: all payment data is stored in CRM without errors or duplicates.

• Time Offs: set absence periods to temporarily exclude a user from automatic assignment.

• Substitutes: new records and tasks are automatically reassigned to another manager.

• Scheduling: absences are set for specific dates in advance.

• Access: settings are available to admins only.

Here’s just a few tips of what you can add to the Tasks:

1. Add Stages to create a standardized task process.

2. Add Task Type (call, meeting, follow-up, etc.) to clarify what needs to be done.

3. Add Start Date for tasks that require prep before the due date.

4. Customize Priority levels to reflect how your team actually works.

5. Add Result / Next steps fields to log outcomes.

6. Add Statistics fields to track progress (e.g., time spent on stage).

7. Add Related summaries for Deals, Projects, or other linked records.

8. Organize fields into groups to split them into categories for easier overview.

9. Disable field icons for a cleaner, more minimal layout.

10. Make any field required for the manager to complete a Task (e.g., Result or Summary).

11. For teams using custom stages, any field can be marked as a required per certain stage.

For example:

12. Let assignees move Tasks between stages, but only the creator or “Reviewer” can mark them as complete.

13. Prevent assignees from extending Due dates unless they have permission.