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Hi @Ed Toplikar21 ! Not sure I got your question correctly, please contact our team if the following is not answering your question.

Please check out the article on how to create new records from related ones here 24if you are trying to create a new contact record. If you are creating a new Contact record separately, not from the Company record, you sure need to tell the system which Company record it is related to in the linking field. So if you are talking about linking the records, please find the info here24.

We’re launching Workflows — sales automation in Gmail!

Just when you thought our CRM couldn’t get more functional, we go and drop an automation bomb on you. Workflows is a brand new feature for NetHunt CRM, it automates those itty-bitty, easily-forgotten tasks throughout the working day, and it’s gone live… today!

“Workflows takes the hard work out of working hard.”

Workflows automates the most banal tasks in your working day, systematically carrying them out without making any mistakes...

  • Immediately capture webform leads and pop them straight into your CRM.
  • Set automatic, trigger-based drip campaigns to nurture leads.
  • Let an algorithm assign incoming leads to relevant team members.
  • Automatically... (More)

How to Use the NetHunt CRM Users Community

Dear NetHunters, thank you for joining NetHunt Users Community. We’ve prepared a short guide to show you around, with six simple steps to getting started in the community. Check it out!