How to Assign a Manager - NetHunt CRM Tutorial

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Help Center Article - help.nethunt.com/en/articles/2760769-how-to-ass…

In this video, you will see how to assign managers to your records in Nethunt, manage their permissions and organize the workflow.



Timecodes:

00:36 - Roles and Permissions;

01:03 - How to add "Manager" field;

02:03 - Group your records by Managers and create a pipeline.

Music: bensound.com

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------------------------------About NetHunt CRM--------------------------------

NetHunt is a full-fledged CRM designed for sales and marketing teams.

NetHunt operates as a CRM and a productivity tool inside Gmail and covers a full set of features to manage leads, nurture customer relations, monitor sales progress, and close deals faster. It also integrates with other G Suite apps, creating a single hub​ for everything you need.

Our customers use NetHunt to get these ‘jobs’ done:

- Get the database of clients and leads organised
- Sync Gmail activity with a CRM and track the sales processes
- Sync sales funnel with CRM stages, statuses, and tags
- Schedule follow-ups, bulk email campaigns, newsletters, and other types of communication with customers
- Integrate NetHunt with other apps that they use every day
- Store and access every moment of customer interaction with the sales team
- Remind about important calls, meetings, follow-ups
- Monitor sales metrics and improve sales performance
- Sync the activities between sales, marketing, and support departments
- Never miss a potential lead

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Visit our blog to learn how to improve your sales process and streamline business growth - nethunt.com/blog/