Records, comments and gmail threads, worked for you
A companion works the 6 operations your NetHunt CRM account exposes. It can update a record and create a record, and every one of those waits on an approval card showing the record before it changes.
Open the record. Check it against something else. Write the change. Move to the next one. That is the NetHunt CRM afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a record until you approve it.
What it can do is exactly what NetHunt CRM exposes to an account you authorise and nothing beyond it: 6 operations, 2 reads and 4 writes. In practice that means it can update a record, create a record and create a comment, and work across the records, comments and gmail threads.
The NetHunt CRM API stops at NetHunt CRM. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Which NetHunt CRM records does a companion see?
2 of the 6 operations are reads.
Your account, not a guess at it: a companion can get a record and find a record, and the full list below is the whole list, with nothing inferred from NetHunt CRM's documentation.
The records are what most of this inventory is about, alongside the comments. A companion can hold all 6 of these operations and forty open tabs in the same pass, which is how an afternoon of NetHunt CRM admin becomes a queue you review.
- Get Record
- Find Record
What happens before it can update record?
All 4 write operations wait for you.
A companion can update a record, create a record and create a comment, and each one is staged on an approval card first: you see the record, the field and the new value before it lands in NetHunt CRM.
Nothing in NetHunt CRM is sent, changed or deleted on your behalf without that click, and a rejected card leaves the record exactly as it was. The gate is the same one on every surface, described at security.
- Update Record
- Create Record
- Create Comment
- Add Gmail Thread to Record
Can the records pass run every Monday?
Yes.
Saved as a routine, the NetHunt CRM records pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The sales pipeline playbook catalogues the other recurring shapes of pipeline work, the NetHunt CRM records sweep among them, and finished runs are published at real runs.
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