Hosted by Anastasia Tatsenko, Chief Customer Officer, NetHunt CRM
This webinar provides a comprehensive and step-by-step guide on the initial setup process for NetHunt CRM, in order for you to fully utilize and benefit from your trial period. Our product experts will be available during the session to answer any questions you may have.
Here’s what you’ll learn…
Workspace structure in NetHunt CRM: folders, records, fields.
Data import: import from other CRMs, CSV import, manual creation of records. How to map your data.
Duplicates management: how to keep your CRM data clean and reliable.
Customization: dashboard widgets, setting up folders, deals/contacts record customization, adding custom fields, etc.
Timeline activity: any value changes, comments, call logs, calendar events, files linked to records.
Google Workspace integration: automated email linking to customer records, adding contacts from Google Contacts, integration with Google Calendar and Looker Studio.
Submit your questions upon registration to ensure we’ll cover them during the live session.