Skip to main content

Join NetHunt CRM User Community!

Login Now
Sign Up Now

Sales Hub
Sales Hub

Discuss all the topics related to B2B sales, lead generation, sales pipeline management, sales email marketing, sales automation.

 

Definitions:
Category

Answer
Sales Hub
How can I calculate the accumulated revenue from a company? For example: I have a company record with 257 related deals. ... and YTD. Is this possible? Thanks.
Anna ZhmakinaNetHunt Team
Customer Success Manager
Answered 4 months ago

Hi @Ely Raeds45 !

You can do that. From the Company record you need to open all of your related Deals as a list by clicking on the "Show as a list" icon next to the related Deals field. From there - click on the Summarise icon at the top right corner and pick the fields to summarise/calculate average/min/max sums. And there you go :)

You can also see the sum for all the Companies in your Workspace by clicking on the Summarise icon at the top right corner of your pipeline. You create a card view by Company and... (More)

1 comment
Ely Raeds

Liked by Ely Raeds

Post
Sales Hub
Maryna PlashenkoNetHunt Team
NetHunt CRM Community Manager
Posted 10 months ago

How to Get your Webhook URL

Many apps nowadays support webhooks. Simply put, a webhook is a URL used to get information from or to another system.

For example, suppose you are using third party software for your webforms. In that case, you can set up a webhook event in the Workflow to automate certain actions, such as creating a record in NetHunt after that webform is submitted. To get the webhook URL, follow these easy steps.

https://help.nethunt.com/en/articles/4986052-how-to-get-your-webhook-url

Reply
Post
NetHunt ProsSales Hub
Maryna PlashenkoNetHunt Team
NetHunt CRM Community Manager
Posted 10 months ago

What are Helpers in Workflows by NetHunt CRM

When you need to automate a process in your CRM, you need to create a Workflow. 

Workflows consist of triggers, actions and helpers. We have already told you about triggers and actions. So what are the helpers? Please find a short tutorial below. 

https://help.nethunt.com/en/articles/4986801-what-are-helpers-in-automation

 

Reply
Post
Get Started Sales HubMarketing HubWhat’s New
Maryna PlashenkoNetHunt Team
NetHunt CRM Community Manager
Posted 11 months ago

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)
Belen Jantus PasserieuAnna PozniakAmarnath Nagula

Liked by Belen Jantus Pass... and 2 others

Reply