Streamline your Sport Organisation with airSlate SignNow's Pipeline Database CRM for Sport Organisations

How to create outlook signature

hello everybody okay welcome welcome back to the Amy session with me Anastasia okay uh can everybody hear me and see me properly am I just check it with everybody who has already joined you guys have the access to okay Roy says yep so uh before we're waiting for everybody to join uh our Amy session in February um I'm going to introduce myself and then uh explain for the newbies because we have everybody here all of the users trial and who's been with us for a while uh how it all works what is the AMA session Etc Okay so let's begin my name is Anastasia I am the CCO of the company I've been with the company for six years almost in April um and the AMA session is the internal webinar where well it is ask me anything session which means that you can ask me any question related to the CRM and it doesn't really matter what topic we have uh because AMA sessions they are mainly like either we're just sharing all of the products updates um on that hunt or um some little topics that we choose to talk about you know like um the general things like today we're going to talk about the pipeline what the pipeline is and how you can manage it in net hunt um get some insights Etc the meeting is being recorded so don't worry you all will receive your recording tomorrow with uh all of the additional information that we talk about today how it will go well first of all Well everybody's doing oh wow A lot of people are joining I'm really happy so um first of all I will talk about the topic yeah about the pipeline today that you all registered for and then uh during this presentation and demonstration I will be just stalking so basically when you have a question you just put all of the questions in the chat box where you can see everybody's texting right now um and then I will cover them plus I will go through the questions that you previously asked while registering for them Amy session okay and again you can ask me anything uh so not only related to pipeline but also like the workflows that you use maybe the Google integration like the calendar Etc so whatever you have any doubts also if you have something specific that you want to discuss and maybe maybe it might take a little bit more time that we can cover today so feel free to book a demo call or assistance call through our website or through email through chat and then we you can talk to the success manager directly okay so let us begin well first of all uh I wanted to ask does everybody know what the pipeline is I mean of course yeah I will just go on and um talk about it so why it is important because a lot of people they might well we all have different pictures but the pipeline is the visual representation of all of the deals opportunities all of them let's say records that bring you money right um in your business and while um we like whenever we talk about the pipeline we think about like the one specific folder like the deals for opportunities they they go through the funnel you know like and Etc um with net hunt we just want to destroy some of the stereotypes will not destroy but kind of broaden them so I'm going to share my screen wait a second I'll choose what screen to go to share with you guys and I didn't get that could you try again my Apple watch just wants to talk to me okay uh here we are I think this is the one right yes okay I believe that you can see my screen uh so let's uh what we're going to cover today well basically we are going to cover the main things that you can track in the pipeline in that hunt but at the very beginning so what do you see you see that I have three folders and that I will be covering mainly one folder today uh deals and like traditionally of course if we're talking about the sales Pipeline and sales team and any business we talk about context companies uh clients and the deals folder and so mainly we want to track or you think that you need to track all of your deals or the pipeline in this folder and that's it but businesses are different and sometimes you can have like your business might have only one-time deal right so you do not have any recurrent uh purchases you do not have any projects really like only one time that's it no upsell no upgrade no downgrade nothing um lifetime license let's say uh so then you might not even need this deals folder so you can uh only like have your pipeline either in the context folder if it's like one like one person one contact equals a deal then you can have a pipeline you can see I have a view pipeline here under the context as well and or with the companies so company is one account that also has multiple contacts that you might be in connected to right that thing if you just want to uh create a pipeline so you just decide what struck business structure is for you then you decide what folder will have this Pipeline and then you need to go directly to that folder to the settings and make sure that you have this one specific one of the main fields that is called stage here I have on my deal I will be showing you on the deals okay in the pipeline so the deal has all of the stages that I care about uh there has been one question like how many what kind of stages I need to add or what are the most possible Right stages it doesn't really matter whatever feels right for you you can like you can you see that I have new presentation negotiation you know one and lost you can also add um I can add actually like very easily you think of new stage you added let's say on hold on hold so we edit done save go back to my deals and in my drop down I already have like um plus one state which is on hold so you can have like proposal you can have like first Contact made or like whatever language you want to insert whatever stage is relevant for you you just uh put it in there this is a Constructor net Hunt is a Constructor you don't need to just accept whatever we tell you to to go through anyways so this field is added great then you like to form a better pipeline you need some more information so on my deal I also have the link to the company and the contact for sure I might have the deal amount that actually the funnel the pipeline will set will tell you okay how how much money stuck in a certain stage how how much money like each manager brought you so that is pretty important field the priority the probability the close date these are very relevant to your pipeline the country of course if you're if you're working worldwide like we do we also want to know like what is our target audience and like where where do you guys come from yeah um etc etc the deal types the product types the pipeline is very diverse but how to create it so first of all you open the folder and you get the list then you need to start working with the Sorting a grouping of filters to better visualize all of your pipeline so I will start with the basics I need to group all of my deals by stage and there I can see all of my deals grouped by all of the stages that you that I have that you can add okay so this is um I do not have like that many stages some of our clients have like 30 well or 70. uh whatever works for you um then what else what uh we need to add some more information to this so basically this can be like my um whole pipeline including all of the one and lost deals or archive deals on hold so not only the active pipeline then you can also add summary by the deal amount so you can see that okay so these three stages so I have like four plus four plus seven deals all of these deals they might bring me all of this money I can also check out how much money I already earned or lost I don't have any on hold uh then of course I can represent some more information on the cards because again our pipeline needs to give us the very fast like I don't know image glimpse of what's going on so uh for example I can also add the manager to my pipeline I can also add like what company they come from maybe the deadline yeah the date the close date when the the priority etc etc so all right there and now my card actually looks a little bit bigger and now I can understand okay like what's going on next if I want for example to Only See the pipeline the active pipeline without closed one closed lost or on hold so like mainly what I'm working on you can also um click here and remove match remove but like hide a few columns like one and last columns so I hide oh also on Holt I don't really care about this one right now okay so this is my active pipeline uh what else you can show okay I'm showing the summary but I also can add another I can show the average average deal amount from my deals in this certain funnel like stage yeah I'm calling and there you go if you need more information be my guest you can also update some info some fields on the go you do not go directly to the record also you can filter oh sorry not filter uh sword all of them by priority so if you have the field priority you can sort them by low or high so right now I can only see all the higher level deals on top and then you just save it I will call it pipe because I already have a pipeline I can share it with everybody everybody sees everything this is the general pipeline right with all of the managers with all of the deals the deadlines Etc which like you can have the general pipeline but then you can create multiple if you need to see some specific information like here I can see only my deals right so I'm the I'm one of the managers so I don't need to see the whole pool I want to see what I'm working on right now so I'm working on all of this I have the list of others Etc what else uh the active and just the pipeline I showed you next uh you can create a view of the pipeline where you see all of the closed One deals this month divided by managers so we all know the stage it's one we can see who closed the most of the deals uh how much money they all brought and that was this month you can also filter it out and show like okay so this is good for this month but what about the last month by the way here in the filters when you have the field date you can write your own definition of the date so you can just say like last month or three okay I'm going to show you like last month do you have any I don't I don't because I only prepared all of these deals for this month for you guys so I have more you know deals but also you can write down okay nothing will be shown but maybe yeah last three days or last 30 days I don't have anything but I just want to show you the example that you can write down like for example those day just like from two days ago to today as well uh because I understand that you guys some of you and of course it's genuinely like clear that okay I only have the possibility to to choose from the drop down but no you can actually insert your own date this is just an example but here you can basically choose okay so this is the 21st of February but uh you can show maybe like the day the year to change and then it will show you the date anyway you can play around with the filters as much as you want um but again we will be given more hints with the redesign but with the filters you just eliminate something or you show certain information um then you can also create with the filters or with the filters plus okay this magic Fields oh no sorry uh buttons the grouping when you Group by one a field you can only Group by one field it gives you the card view yeah so here I in the pipeline I grouped by stage field if I want to see all of the deals all of the deals by manager I group by manager I also can add some more information the average the sum um I can hide something I can sort all of the deals Etc and I can add another field so for example I see all of the deals by my managers but I only want to see for example the one deals so I choose the field stage is only one so then I have the clue okay all of these deals have been won 10 out of 31 and you can apply another another filter by the way if you want to keep the previous View and then you want to and you create another one based on this one like I did just right now so I only applied another filter you um you can save as and give it a name and share it with everybody or only yourself I'm not going to do this another thing that you can track is to be close this month so as so-called as forecasting so when you have your pipeline of course in the pipeline you might have different close dates and let's say you're planning like your sales cycle is not five days or not it isn't even 30 days it's like three months or six months or two years so then of course you can have like all of those deals but then if you want to make sure that you have the forecast and you need to specify that in the filter so you want to see the forecast right now for this month so the close date will be this month and it will be this view uh we'll be picking up what months it it is so you do not need to specify February 2023 you only say this month next month uh in this view I will see all of the deals that are due in March if last month then you understand you know the drill um right and so here uh I just eliminated uh the deals that have been won or lost so they are not is not is not wording matters right um and again I want to see who is about to close these deals this month so all of my girls over here three managers and I can also see the probability so I want I always want to see the top deals that are about to close so it means that I need to push right or I am like I'm I'm counting on them so it will appear in my bank my company's bank account okay so that that is about the forecasting so you can also track not only for one month but for I don't know a few months this water for example yeah so like three months half a year Etc uh another good thing is the stock deal so what do I mean by the stock deals uh so again you have the perfect pipeline but then you want to see exactly okay so I want to see all of those uh active deals that are stock but I need to know how many days I give for each of these stages so basically in my head you can see here I have a time and Stage for five days so like if my deal any of these deals is more than five days in this stage so then I see these deals in this view meaning that this deal new is stuck it hasn't been worked on for five days uh it has been in the presentation stage for more than five days but I I should be closing it like I should be moving it alone what is Diamond stage is this is the statistical field and we also have the um IMA session I think it was last one or previous like anyway um on this stat fields you can check it too um this is a statistical field that looks like this here time and stage and this field is automatic it tracks uh this field it's triggering this field so um this deal has been in presentation stage for 97 days it's more than five that's why it's here for better representation do not forget to add it to your card so time and Stage will be showing already here on my card now I see that all of them have been in the stage for 97 days meaning that I added this field 97 days ago um then I can update my view and it will stay like this if I change for example uh let's say I will go to this stage um to this deal I update the new stage into presentation now I can see that it's been reset now it is zero days and tomorrow it will be one day it's been in the stage you can also track not only days but also the hours the hours are good if we are talking about the support cases because you guys uh because again of course the CRM is for the um like sales people Yeah by default but if you're uh having the the support department that need to receive the tickets and then process them you can also have another folder let's say like uh tickets and whenever you receive the ticket through the web form through the phone through any automation then you can also track them so like this ticket has been assigned to you and it's been in the new stage like you haven't even started working on it and it's been five hours and then you also have the stock support ticket View uh yeah so you can see that I have 30 stug deals which means that I'm losing all of this money right now yeah you can also see you can also add a manager right and then you can create um a view for each manager who has the stock the stock deals um and have a talk make sure it's not you those stocks are not nice um okay another cool thing that you can get from your uh pipeline is the Lost deals by the way not only lost deals but you know what we're practicing it's great to discuss I don't know guys how big your teams are but you all do sales right so you need to discuss weekly preferably not only the Lost deals but also the one deals this is what we do right now as well we added to all and these lost deals last month for example yeah so of course you cannot discuss all of them you discussed like this month or how fast your uh this quarter for example lost deals and you see okay so I have uh three main loss deals expensive like in functionality and not interested or like no response or on hold Etc if we have like lagging functionality by the way I can see that on the card I show what functionality is like I just wrote integration yeah but I don't want to specify what kind of um well you should but like for the demo uh purpose so then you see okay so I need to talk to these managers like why they lost the deals and I I need to make sure okay so like this is expensive have you offered some other option etc etc like if they were or they went with a competitor so if they did so like which competitor and again like what was like in here or is it the price wise so that is good to discuss plus you can have uh but how you do this so in your deal or in your company in the record where you have the pipeline create a pipeline you need to of course you have the stages one and lost but then if you look you know what I want to do I want to show you no not a good deal type from closed one let's say this one will be lost so if I lose it I automated my um I mean not automated it just like it's the folder settings um the field that reacts every time I lose a deal this pop-up window will pop out and I will need to choose one of the reasons why uh this still has been lost and if I choose like in functionality then another field will appear that I need to fill out otherwise you cannot lose a deal so then you need to always know the reason why you lose the deal so like like in functionality I don't know test okay only now I lost a deal and here I even have the group for lost reason so like in functionality what functionality you can add another um group of fields that will say one deal one reason because you also need to understand your one reasons uh and see like okay so they paid for our product because what we do in that hunt so uh every time we talk to the client they closed one we have tags that say like okay so the reason um video is one the reasons are with the tags so like workflows LinkedIn integration um chats I don't know uh Gmail Gmail integration you know user friendly amazing customer success you know all of these reasons and so then um it it actually gives us understanding like why people buy us and then we understand like what we need to improve as well you know because or just Market more so this this plays both ways where we need to improve and where we need to celebrate and actually tell our product team that guys here rule anyways so this is all for for all for your own good then of course you can divide all of your deals by country or by region uh if you're working worldwide or even if you're working within one country so then you can also divide them by regions because you can have Regional uh sales people and so like okay so who's who's making more deals because bringing more money uh which region is more popular Etc so you can divide that by by that as well and track it so you see that you might have multiple pipelines um multiple filters that is giving you reports and it's giving you the better picture like what where you need to move forward in your business also the deal types you you might have multiple products that you sell um I I just created like the product like if we're talking about net hunt so it can be either deal type like monthly or annual it can be different plans that we we're SAS companies so we have the three plants as you know yes basic business and advanced and so like what is more popular so also I want to see like okay so business of course is more popular uh than is it monthly or is it annual so where do you push if you don't Etc so all of that every information that you want to track you need to include in your fields in the fields of your folder okay so I think I think ah no that's not it I can talk a lot about the views and what else you can track uh I can see that you already started uh asking me questions in the chat ask more like what exactly you want to track maybe I haven't covered but what else you can if we want to finish up wrap up with a sales pipeline what else we have we have the reports the reports on the sales Pipeline and we can see already in the reports by all of our managers by the time period how many deals in uh count and also in money in dollars or whatever um other currency we can see how much each brought right and we can compare also with the previous period so for example this quarter compared to the previous quarter or a month or a year Etc so you can also see like how your team grows or not right uh so the comparison is over here uh I only I said last year to to two years ago just to have some numbers because excuse me this is the demo account and sometimes it doesn't really have the relevant information but you can see the numbers right so like uh um our team closed more money like more than the previous period yeah like two years ago we didn't close anything and how much money we lost so this is the last opportunity but not only this we can do with the sales pipeline also you might set the goals for your team how much how many deals or how much money you need to close you need to bring to the company for for example um this quarter yeah so I can see that I have the I have created a report for deals one and lost for this quarter and I only lost deals uh but what we can do we can go to our dashboard and add a widget guys here are the widgets that you can add the system ones yeah so like the folder subscription team and permissions but also for the reports and for the uh also you can just show uh like a snippet of the report that you have there in the reports but also you can have the goals and the goals for any of the reports the team performance the days and stage and the sales Pipeline and for the sales team it's good to set up like for this yeah to set up the amount of deals or if you care about the deals or about the limit of the money that they need to bring uh I will just do this do that like sales goals yeah sales goals choose this quarter so this quarter I want to have the deals let's say 50k yeah it's 50K and now I can see so in this quarter I have 32 days left and right at my managers they need to bring fee at least 50K they're not even close they haven't even started but when they do then we will have like them the bar will be colored in red orange and green so yeah uh so this is like a gamification it's for all of your team just to see that you can uh that you're moving forward okay so that that that is all I wanted to share um right now I'm going to cover questions uh that have been asked you can you can all see the questions right now on your screens that have been asked by you uh and then I will cover the ones from the chat okay so the question from Carlos kpi on days per stage to focus follow-up so basically here are the things that I showed about about the stug deals right so days and Stage these are this is the statistical field that calculates how many days um This Record has been in a certain stage right so time stage 97 uh based on that uh well there are different scenarios what do you want to do you either want to talk to a client you either want to talk to a manager uh because the follow-up depends right so like if it's been 97 days like in my case I think this is the Lost deal um another thing you can and not only time and stage but also if you're if you need to make sure that you follow up with people uh within a certain period you can add another field that is like last interaction date guys all of the statistical Fields they can be added here stats and you select the type time since field update data field update these are the same Fields but data field update shows you the date when the field was updated and it's easier for for example like if you want to show the pipeline like show me all of the Lost deals in December 2022 right then you can select December 2022 because if you select this field this gives you the number of days so you would need to think like okay so how many days ago was December a little bit you know um more these two Fields serve different purposes a little bit yeah if you want to I don't know um maybe automate some follow-ups so let me know if you do because over here you can like the the basics is just to create to add this field to create the view that shows you uh those deals or those people that you haven't contacted or they have been in the certain stage for this many days and then you decide like what do you do maybe you have templates that you want to maybe you want to select all of them and send a mass email also possible so let me just check maybe you guys have can we choose a date uh okay Carlos Carlos if you're here please let me know if this is what you meant or you want me to add something Ellen uh what does a lead or Prospect Andrew ah when sorry does Elite or Prospect enter the pipeline what are the options for stages of a pipeline well about the stages we met I mentioned a lot that you can add in as many stages as you want however uh in different scenarios what you can do you can create already uh if you have three folders scenario one either like when when you start talking to a prospect or a lead you create a lead like a contact a company and then also an opportunity so all three records are created simultaneously and then for example you um you have not a contact through the stages right but the deal because they for example applied for a certain product and so you then like you know talk to them uh it can be a different way you can uh start talking with the contact uh have the pipeline in the contact you see I have lead contacting Etc because maybe you have SDR team and they are talking to people or reaching out to people and if you're not sure if they want to buy from you but only when they say yes you can change their status or stage in I don't know one or client and then you can create a deal already and the deal will have its own stages because then you directly talking about a certain product or a service and then yeah it can be like presentation it can be um proposal it can be just negotiating contacting you know well I'm talking in mix um so then it depends like what we do right now we um um we we do just the our pipeline is built on the company so we have the company uh we have the contacts and then we only have like the workspaces right so we need to see like how you guys are doing um where and there we have the information like what plan you guys are on because one company is one deal for us brunette heinzier uh so there okay wait maybe I can have Alan here no Ellen if you if you're here I think Alan has Ellen I think you have been talking with um with our managers already so basically if um we need some more info you can reach out to them or just send us a message over here so but guys just so you know so it depends on like when you want them to do you know do not do extra work so if it's not relevant for you to create to have three folders or if you have three folders to create a deal like simultaneously with the lead don't do that it just it's annoying because you need to fill out information all the time there and there and you know I mean up to you a question from Victor different pipelines with different stages for different deal types and how the duplication on lead conversion how so different pipelines with different stages for different deal types so it depends because different deal types can be different products it can be annual or monthly it can be [Music] um anyway Dill types right so like if we're talking about the context so it can be a client or a partner and so of course these two um records can be two different uh folders so it depends on the scale if you can if you can manage all like how different are the stages for all of them um for all of the deals because if they are not that different or maybe they're like two only different stages you can have it all in one folder why you just uh in the deal so you will just add all of those like let's say you have um five stages and two different ones so basically you will have seven stages right in in your deals folder then um then you will only have a field that I just added like yeah I added like deal type which is monthly and annual so this is the type of subscription but let's say bear with me um then you add this still type uh then you have the stages that are none that men that much different and then what you can do you can basically create the pipeline four deal type sorry where's the type type okay oh sorry well I have type one type two doesn't matter it does it does because I have nothing there you'll type there you go let's say monthly deal type so I only have 20. so over here I will have save as monthly deal type pipeline over here and I will change update for annual save it as annual basically now in one folder you will have uh deals for two different types they do not really differ in their stages like only two stages let's say and then you can create two views where you will only specifically see all of the annual type 1 deals and type 2 deals if they are significantly different and they basically do not have like not only stages but also other fields are different depending how many fields are different uh because then you might just have different groups four different types so basically I only have these three groups for one deal type and then uh you can just rename little details it will be type one statistic will be type 2. and so for each group you will have different stages basically again again you can just have stage type type product type one stage product product type two um and then again you just lead everything in one folder if everything is completely different then I would suggest you create two folders two deal folders and just call them uh ingly yeah ing to the product that you sell again we just need to discuss it I think more I think Victor is going yeah I think I know who the question is from and I believe that I have a call with you Victor tomorrow so we will um talk about it about the dead application on lead conversion oh by the way guys if you have the same question like with different pipelines and if you already have them managed so let me know and maybe you manage it like the way that I explained right now if differently so please tell me did application online conversion uh did application on lead conversion a little bit misleading what do you mean here well if we're talking about the did application so uh we have the duplicate rules that you need to set up for sure um in the settings in the settings we have the duplicate detection that you can set up for all of the folders meaning that you cannot enter or create a record inside uh with certain similar like same information if we're talking about the context of course we have the rules like on email on LinkedIn link on phone number it can be also you can add another rule like for example first name uh and last name and then you choose warn about the potential duplicates or for but if you choose this choice this option uh you can still create they can proceed with creating the duplicate record uh if you forbid so you do not even have the button you can only cancel so that for the companies you can also um make the rules for company name but again the company names can be so different so guys we make sure but again uh it's live um you can create you can insert you can create a record like net hunt and then somebody creates net hand CRM the third person creates Net10 LTD like you know warning uh and of course no no um systems can actually oversee this maybe can but like we cannot so basically you can uh make more rules so we can check for all of these unique fields but in case you already found a duplicate let's say a Content duplicate what you can do you can group them by let's say email which is going to be the um unique field and show the the duplicates after if you found the duplicates you can because they have the same email and basically they have everything similar similar I created the duplicate you can later on merge these contacts and when you well you choose what you choose um then you merge the record and after that you merge everything so like basically this was just a blank uh record but we merge all of the information all the fields plus the timeline so if you had any email communication any uh files anything on your timeline it will be preserved over here okay let's move forward because we don't really have that much time but we have questions from you guys okay um question from Valentine uh how to best handle a sales Pipeline with recurring subscriptions create a new record for each period have a single record containing all the info but then how to handle when the pricing changes or another solution so basically This Is Us and I didn't have a perfect solution for you guys but it if you are [Music] um if you're a SAS company because you have the sales 500 current subscriptions right and also we have Pascal who also works in SAS so basically guys what we do of course uh you you have your own admin panel so what is the subscription what you sell and of course you just note it somewhere right you need to manage there like let's say asean hunt we have the workspaces so every time you create a workspace we have a database of these workspaces uh also we have stripe stripe manages all of your subscriptions like in the payment and then annual monthly and then the recurrent the upgrades right so the uh recurrent um payments also the plans the names and what is included in your plan uh so what we did we did it through the automation through our Automation and internally and since you are a SAS company you also have the developers as far as I understand right and so they know how to connect it all because this is what we did we did internally uh but we also have the workflows and the open API so if you guys want you can connect it all to the through the API with all of other tools or you can also use our workflows because what we have in the workflows oh I forgot to show you something else that I created but again um if you have the workflows and uh you want to make two tools communicate with each other you can connect them through web hooks so um webhook will give us the information from another from the external tool and update the record inside net hunt uh create record or update record if we are talking about something else if you want to send information you can make an API call and send it to another tool you can also create it for stripe Etc but how we store it inside we have the workspaces uh we have the folders workspaces companies and contacts and in workspaces we store the information like um that like about the plan about all of the changes so we have the sync and the plan the uh amount like the plan price how much money in total you paid how many users you have Etc uh what we had previously and what you might also be interested in because it depends on your product in the subscription you can have a folder for for example like subscriptions where you will only manage subscriptions and every time let's say they bought one license but then uh so in one license in one record you will store the information what type of license for how long it is for like a year or a month uh and then um with every time they renew you will need to have another record created because like basically like one license is one payment and it is four uh either like and let's say for all of the upgrades maybe you also would need to create another record so it's not it's not like it's doable but if you're a SAS company maybe it will be okay for you to attract attract the developers but we have all of the means for this okay um boom Pascal oh Wellington you also have a question there but uh okay I will answer that question later from Pascal where it be to be a sales company so it would be great to cover examples of that due to the attemptive oh okay sorry uh so um examples of all of the pipelines and even SAS solution for for for Valentine like we just like like I just talked about I think this is this is what matters uh but again if something specific we need to know more about the business because like during the course we mainly find the solutions and understand more your use case so for the sets I think we covered a lot because it depends what you track but the main I think uh thing is about the payments and about the subscriptions so how to manage them uh and let's answer the questions from Roy use the LinkedIn extension to manage pipeline used mostly for appointment setting okay uh so LinkedIn you know how the LinkedIn works right now at the moment you can create um the company and the contact right from from LinkedIn internet hand and grab information that is given to you uh appointment setting so for LinkedIn we do not have any let's say Integrations with Google like basically you can just ask their email and send them a calendar invite or maybe okay or maybe you can um I don't know what else but like how do you do that what is the scheduling uh anyways can you use net hunt with a Google workspace account that has multiple identities aliasis for different domain names so basically we had the question before you can only use you can enter net hunt only with a physical account in Gmail because like the your net hunt password and everything this is from your Gmail account so physical Gmail and there you go if you want to for example send emails from another Alias that is also possible because you do not need to be like you do not need to add them as another user you can add them just in your send as and this is this is not us this is Gmail over here so you can set you can send an email from I have multiple identities right yeah and you can answer insert that either in the single email in the email campaign or the workflow automation where you have the follow-up emails uh then how to set it up you just need to go to the settings over here and go to the accounts and import and you will find this option send email as that's it so this is the only option but if you want to see and manage something so this is the user in that hunt and it has to be physical email campaigns uh Roy while you're here what exactly you want to know okay so uh just to be quick because I'm not going to show about the email campaigns we didn't have time uh we have one-time email campaigns over here that you can send manually right and you will have all of the statistics Etc one time campaign if you want the automated campaigns you would need to use the workflows we have these um okay let me just send with with a recording all of them videos but you can already find in our knowledge base the email campaigns and the workflow automated emails so whatever you need we hope we have it all uh okay let me then go through all of your questions in the chat okay guys so um oh from Valentin okay can we choose a date in the future exam in the next 30 days this would be useful to have a view on the deal soon arriving at expiration yes you can do it so like basically as I showed you you're right down in the filter you just type in but type in in English only English Okay so even though you uh might have like French or whatever uh interface uh type it in English we will only react to that um this month is not ideal because I have a deal to close on the first of March then I won't see it my in My Views when I check it at the end of February it would be better to have something like in the next 30 days yeah in the next 30 days or like you can also hear um if we're talking about the dates a close date over here you also have these options right less than less or equal to greater than greater or equal to yeah like well it's not for you like last 30 days but this is um this is what I mean um but wording like yours works dusting is there a way to easily transfer customer information from deals to contacts say if we win a job and want to move the lead to a contact okay so as far as I understand the lead is in the deals folder and then you want just to move them back to context but I don't understand like why would you need to do that so uh if you um yeah Dustin I'd understand like why would you need to have the why would you need to do that so basically you have a contact and then you have the deal which is the opportunity or you just manage everything in one folder so basically you add the stages so like one so from lead it becomes a client and that's it and you just you don't move anything anywhere but if it's like but again it can be connected to permissions if you have multiple people in your team and you don't like once they become a client you don't want to show it to the person who actually closed them um if it's the this case so then let me know but but you can also in one folder you can only show the records the records of the managers to the manager so they won't see other records but again um I would it's not necessarily to move them from the from one folder to another better to separate them or keep them in one folder just separate with the with the stages uh okay Roy okay Roy uh question um I'm particularly interested in the LinkedIn functionality is it possible to import a list of LinkedIn URLs to create a bunch of new contacts a list of LinkedIn URLs from net hunt right this is what you mean so like do you have only URLs or you have all of like you have a CSV or a spreadsheet with all of the info because you can export the info from import from CSV so you already adjust URLs oh no so basically guys about the LinkedIn so right now it's it is what it is so we will be working on improvements but right now you can only create them from okay create records from LinkedIn uh if you let's say you have a contact already with everything you imported the URLs with the names with everything and you go to LinkedIn and you find this person it will not be synced unless you do it manually right now we do not react to any updates we do not crawl the information to bring to your uh hand there is no such button yet okay I'm not um I cannot tell you all of the scope um yeah that's that's the thing so you would need to because like but how do you only have the URLs that was like maybe somebody uh searched for all of those people that you need to go there um okay I'm sorry Roy but not as sophisticated yet uh the integration okay if a recipient unsubscribes to an email campaign does that affect other campaigns sent by other IDs from the same net hunt user I have multiple aliases ah okay so how do we react so basically you have one pool of contacts one folder and when a person unsubscribes do you have any let me unsubscribe this person by the way you can unsubscribe a person so uh and then it doesn't matter who is the user so all of your team let's say you have 50 people whoever creates uh an email campaign including anastasian rigs um the email campaign won't be sent to her because the system will notify you if it's just a one-time campaign it will notify you to exclude her because she has previously unsubscribed if it's a workflow it will just skip this person so it won't it won't send it there uh to them okay um can I keep the recipient in other campaigns if you want to keep them in the campaigns so then you might just resubscribe them but this is not fair if they subscribe so don't don't this is tricky okay uh no no it's either unsubscribe or not if it is they won't receive an email a question from Maria hello how do you copy a view from one folder to another uh the views cannot be copied from one folder to another because these are different folders and so the folders they have different um Fields different structures so um it's impossible so basically you cannot because this is different these are the deals and these are the context I cannot copy my deals into the context because the deals and contacts are different would be interested to understand more about call logs completely new to it okay by the way Iron um we need to schedule another call because we have a session two on the assessment of your account so uh hit me up okay about the call logs guys so basically what we have on the timeline we're running out of time I'm so sorry guys we have so much to talk um but about the call logs this is just a summary short summary comment on your um in your uh on the timeline so nothing is automated uh after the call you can leave the short summary uh the duration and the date uh if it's been a call then what you can track further very quickly I'm sorry then you can have at the uh in the statistics you can track how many total call logs per record um uh so about the call logs Last Call Log total call logs Last Call Log added uh etc etc for the interaction purposes so then you might understand how many calls were done were made for each I don't know client another thing that is very that is that does matter in the reports in the reports of the team performance we also calculate how many calls uh over here have been made what about each manager um in the last month for example yeah Etc but that's it okay Ian will cover that later uh from Valentin another question okay guys um is there any plan to let companies choose between us and Europe for where the data is stored this would be useful for uh European companies yes if there is a plan I know the gdpr regulation so basically right now we all we store all of the information in the data centers in in the United States but uh we do consider of course to have the data centers and to send the info uh to or to European uh servers but like it is it I mean of course it is a big deal but yeah there is a plan uh Ian uh question next question I will be fast guys uh also any examples where you've seen companies use net hunt for ticketed events for example where a busy sales team might want to create a ticket to share with another team support yeah basically you know what we do we internally net hunt have a folder for only CSM for customer success uh where we track projects uh feature requests uh why uh because and we actually share it with everybody because like we can have bigger projects that is not let's say like a task and we all need to collaborate so we create a project record we add all of the managers we're at the stages we're at the date and the the description the deadlines we also have the timeline where we can mention each other Etc but also about the um yeah and you can share it with it with whoever you want uh also you can link this project or this let's say feature request to um the the record of the client or clients so then you will be able to notify all of the clients that requested this feature yeah so you can do this use as many folders as you need internally this is that is good okay uh okay um uh the question from Valentin uh that you tried to write down in the next 30 days and it does it didn't work let me double check it okay I will double check it with the wording maybe the wording doesn't work but I'm sure that it should work but if it doesn't I will let you know I will write this in the can you write not in the next 30 days but like next 30 days let me see uh deals okay guys oof we're running out of time but uh it's January okay today tomorrow next two days is it next two days or it's let me check the deadline um yeah so yeah don't write in the next right next sorry next two days okay so oh sorry next 30 days for you it should uh okay Roy different offers from different providers this is what you need to specify I don't understand if it's a question or what uh or okay Ian will book a call with me Maria thanks for the answer do you have a video that walks through creating a view yeah we do um go to our knowledge base on netans.com guys you can learn uh sorry you can click on learn and then you will find help center in The Help Center uh just um enter the keywords and then you can see how to create and manage views it also has a video it's very old video but it it will do um anything that you need to find go to the knowledge base Roy Anastasia thanks so much for the presentation oh okay very helpful thank you Valentine thank you okay guys we are done with all of the questions uh but you're welcome uh you're welcome guys if you have more and more uh more questions you can you have three seconds to type them if you still do and you're in a hurry you need to go anyways um please I wanted to uh mention another thing real quick I know that a lot of people already left but you uh are welcome to share your reviews on net hunt on the usage on the capitera website and get 20 or 20 pounds for 20 years of Amazon gift card uh of course if you want to uh to share your review and and get it if you want to share a review positive negative whatever is welcome uh my my co-worker Anna will share the link right now with all of you and we will send this link [Music] um via email over here here's the link for the review so again you get something nice and you talk about us you told the world something nice about net hunt and so I will be forever grateful uh anyway this is the campaign that you can take part in for all of other questions that you might have and um regarding anything uh in net hand feel free to go to our chat email and schedule uh support calls or demonstration calls my team will help you uh I will help you if you have um somebody like I don't know some requests to have the assessment of your account you also can assessment meaning to see how you have what structure you have and what you need to solve uh to maybe improve uh if you need some ideas or consultancy also welcome if you want to share your use case with us like how you measure your success with net hand and how you grow please reach out we also need to record that for for other people and for you guys as well anyways thank you so much for all of your questions attention it's been a lot and I love it and next time we'll see each other hopefully in a month also and I will share some more product updates on in that hunt okay have a good one see you soon have a good evening uh afternoon night morning okay bye bye thank you too