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NetHunt Pros
NetHunt Pros

You can find here posts related to advanced NetHunt features.

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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.


How to assign records and tasks by round-robin algorithm

Round-robin is a basic algorithm. It involves the scheduling of tasks in a circular order, without priority and without starvation. It means everybody gets assigned the bits they need for their working day - fairly. 

Our new Workflows feature does round-robin scheduling for you. And here’s how to do it for both tasks and incoming leads.


More advanced duplicate prevention

What's New in NetHunt in January [Part 3]

New duplicate detection works based on a combination of rules that you set for each folder: Contacts, Deals, Companies, etc. This way, you can make sure that the new data flowing into NetHunt from Google Contacts, LinkedIn or created manually is unique and has no duplicates.
Here are some of the combinations that you can use:

  • First name + Last name
  • Email + Company
  • Email + First name + Last name
  • Company + Country + Website

Important: Duplicate detection rules is a replacement and a better version of ‘Unique field’ functionality. We... (More)

Google Contacts Sync: new and improved

What's New in NetHunt in January [Part 2] 

  • Sync to NetHunt more customer details stored in your Google Contacts:
    address, website, birthday, Google Contacts labels, and Source is automatically marked as "Google Contacts".
  • Sync your contacts that are stored under multiple Google Contacts Labels.
  • Duplicates prevention is now governed by the new duplicate detection rules.
    NetHunt detects duplicate contacts not only by email, but also by phone, name, company and combination of these fields.

[Google Contacts Sync tutorial]