When sales happen through email, context often stays in one manager’s inbox. NetHunt CRM can link conversations with CRM records and organise customer work. Distinguish emails, contacts and deals: a message may concern an existing project rather than represent a new sales opportunity every time.
Email is a channel; CRM provides a shared structure
An email conversation holds communication details. A contact represents a person, a company represents an organisation and a deal represents a particular agreement the team is trying to complete. This lets one customer have several projects without mixing their terms. NetHunt organises data through folders and records whose structure should match your process.
Working inside Gmail and using the separate web application provide different user experiences. The official help centre describes an extension for using CRM within Gmail. Capabilities also depend on how the account is connected, so test the intended email workflow before settling on a configuration.
Linking rules prevent record confusion
Agree when a new contact is created and when a message is linked to an existing one. One person may use different addresses, while several people may share a company mailbox. Automatic matching is therefore not always unambiguous. Uncertain cases need a clear manual-review procedure.
Not every conversation should become visible to the whole team. Before connecting email, agree which data is linked to work records, which roles can see it and who manages connections. Understand email and calendar permissions in advance rather than approving them mechanically.
Example: handing a customer to another manager
A manager agrees technical requirements by email and hands the work to a colleague. The CRM needs more than email links: it needs a summary of agreed points, open questions and the next contact date. The colleague should find the relevant deal without reading the customer’s unrelated projects.
Test this using an agreed sample conversation. Check record linking, role visibility and reassignment. The meaningful outcome is being able to continue the conversation from the right point, not the number of stored messages.
How we prepare NetHunt CRM for daily work
For NetHunt CRM implementation at ALL IT Agency, we start with contacts, companies and deals. We then define field rules, record relationships and the manager’s next actions. For website integration, we check how an enquiry matches the existing database and who receives the next task. This connects email and web enquiries without two independent sales histories.
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Agree required folders and record types.
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Check which email capabilities your account supports.
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Test deal handover and finding an earlier agreement.
What to record in team procedures
Document the required contact summary, duplicate-merging procedure and what happens when an employee leaves the workspace. An owner should manage integrations and access. Check current product capabilities before launch: sign-in methods and connected services can affect the available feature set.
Sources and further reading
