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Short, practical guides to getting things done in HuntSales. Already inside the app? Open the help button and ask the assistant for instant answers.
Getting started
Getting started
Where everything is in HuntSales, how to set up a workspace with a work or personal email and a UEN or company number, and the first four steps.
Signing up and confirming your email
Sign up with a work or personal email, confirm it from your inbox, switch to a work email after a personal sign-in, and what setup asks for.
Do I need a registered business?
Yes. HuntSales is built for Singapore and the region. Setup asks for your UEN, or your company registration number if you are registered elsewhere.
Signing up without a Singapore UEN
A company registered outside Singapore sets up its workspace with its country and company registration number instead of a UEN, and a work email.
Verifying your business
A workspace set up with a personal email opens unverified. What waits until your business is verified, and the three ways to verify it.
Self-Serve or HuntSales as a Service
There are two ways to buy HuntSales. With Self-Serve, your team runs outbound on the platform. With HuntSales as a Service, our calling staff call for you.
Setting up your managed calling service
How to complete the setup form for HuntSales as a Service, who gets a login, and how monthly invoices, reminders and payment work.
Exploring HuntSales from a managed workspace
In a HuntSales as a Service workspace, preview other HuntSales modules under Explore HuntSales, free, and ask your team to switch one on.
Welcome reward (homepage spin wheel)
New visitors can spin a welcome wheel for bonus credits or a top-up multiplier, delivered when a paid plan starts within 7 days of signing up.
Light and dark mode
The CRM ships in a dark theme by default. To switch, tap the sun/moon toggle in the top bar: it flips the whole app between light and dark in one tap.
Plans, seats and credits
Plans and billing
Plans are Free, Scout, Hunter and Apex, billed monthly or annually (annual is cheaper per month).
Adding team members and seats
Invite teammates under Team (only the Super Admin can send email invitations).
Pausing a team member's access
Pause a member's access while you review their account, then resume it with one click. Nothing is deleted and they still count as a seat.
Google and Microsoft sign-in on your team
A teammate's Google or Microsoft sign-in stays tied to their login, even after a mailbox is renamed. What to do before you reuse one, and how to unlink it.
The activity log
Settings, Activity lists who did what across your workspace. Filter it by person, action and date, and hide call records to find edits and assignments.
Credits: People Search vs AI
There are two separate monthly credit pools, both shown in the Usage meter at the bottom of the sidebar and on the Billing page.
How credits work for teams
Credits are counted per seat and pooled into one team balance. Admins can give each member a monthly budget and a daily limit.
Where did my credits go? (Credit history)
See every credit your team used and got back, by type, by week and by member, and download it as a CSV, under Credit history on the Billing page.
What a search costs, and what is free
What a People Search costs, shown on the button before you press it, and the three things you can do for nothing.
Control who can spend credits
You decide which team members are allowed to use each feature that spends credits, so credits are not burned by accident.
Finding prospects
Finding new prospects with People Search
Find new B2B contacts by job title, function, seniority, country, city and company, or describe who you want in plain English and let AI set the filters.
Adding everything that matches your search
Add all puts up to 100,000 people from a search in your CRM, 25,000 at a time, on Hunter and above. Credits are held while it runs; no new email lookups.
Account Map: browsing the people at a company
See who works at a company from its Companies page, 10 people a page at 0.1 credit each, and save the ones you want straight into your CRM.
Research brief: AI account research on a company
A one-click AI brief on any company: what it does, growth or hiring signals, and talking points. 10 AI credits, on Hunter and Apex.
Importing contacts from a CSV
Import contacts from one or more CSV files: upload, map each column to a contact field and run it. Duplicates are skipped automatically.
Filling in missing titles and companies
When you import a CSV that has names but is missing job titles or companies, the import summary offers an optional enrichment step to fill those gaps.
Contacts, companies and lists
Organise contacts and companies into lists, share a list with teammates, and control who can export contacts to CSV.
Companies Search: Singapore and any country
Singapore's register free, any country at 0.1 credit a company. Save a whole search to a list with Select all, then find people across the whole list.
Duplicates: find and merge repeated records
Find contacts that share an email address or a phone number, and companies with the same name, then merge each group into one master record.
Team contacts: duplicates, owners and campaigns
One database for the whole team: no duplicates, every lead and company shows its owner, and campaigns skip others' leads.
Editing contact details and Edit Requests
Edit Contacts holders change a contact's email and numbers at once; others suggest a change for approval. Every edit is logged on its timeline.
Our shared contact database
People found through People Search, Add all and Account Map go into our shared database for other customers to add. Your uploads and imports stay private.
People who asked not to be in our data
People who ask, under data-protection law, not to be added again are left out of People Search and every add from our data. Your imports are unaffected.
Email campaigns
Connecting a mailbox
A connected Microsoft 365, Outlook, Gmail or SMTP mailbox is required to send campaigns and one-to-one emails. See how many mailboxes each plan allows.
Why a mailbox is paused
A mailbox pauses until 8:00 AM Singapore time after its email service refuses 2 messages in a day. A Super Admin can change or turn off this safety pause.
Building a campaign and sequences
A campaign is an email sequence: one or more steps sent to a list of contacts over time.
Who can see a campaign, and sharing one
A member sees only the campaigns they made and the ones a Super Admin shared with them. Super Admins and View All Campaigns holders see every campaign.
Email templates for campaigns
Save reusable email subjects and bodies with merge fields, then start a campaign's first step from a template instead of writing it from scratch.
Skipping public holidays in a campaign
Turn on Skip public holidays and any send that lands on a Singapore, Malaysia, Indonesia or Philippines public holiday moves to the next allowed day.
Per-day send times and saved schedule presets
A campaign's send window (in the Settings tab, Send Window section) can use a different time range for each weekday.
Sending limits
Only the Free plan has an enforced monthly send cap (200 emails a month, and up to 50 a day across the workspace).
Send priority when the daily cap is reached
When the daily send allowance runs out, Send priority decides what goes first: the email waiting longest, new contacts, or follow-ups.
Turning open and click tracking on or off
Each campaign can turn off open tracking or click tracking. New campaigns start with click tracking off, so links go straight to their destination.
Verified opens, bounces, and the recipients list
The campaign Analytics tab shows Sent, Replied, Opened, Clicked, Bounced, Unsubscribed and Stopped, with a rate under Replied, Opened, Clicked and Bounced.
Why a contact stopped receiving a campaign
The campaign Analytics tab has a Stopped card. Click it for the list of everyone who stopped receiving the sequence, and why.
Managed Inbox (coming soon)
Managed Inbox, a planned add-on that provisions and warms up mailboxes for you, is not released yet. Connect your own mailbox in the meantime.
Deliverability and verification
Suppression list and deliverability
Addresses no campaign will email: unsubscribes, bounces, complaints and do-not-contact rules. Anyone on it, except for a bounce, is also Do Not Call.
Soft bounces and the three-strike rule
A soft bounce means "not now" rather than "never": a full mailbox, a busy server, greylisting.
Verify email addresses before sending
You can have HuntSales check that each recipient address is real before a campaign sends to it, to reduce bounces and protect your sender reputation.
Email Review: approving held sends
Email Review (sidebar, under Outreach) is where campaign emails wait when the deliverability check could not resolve the address.
Email Verification page and bulk verify
The Email Verification page (in the sidebar under Data) checks a whole list of addresses at once so you can clean it before a campaign.
Calling and pipeline
Calling: softphone, numbers and talk time
Calling lives under Outreach in the sidebar and is included on the Hunter and Apex plans, with one calling seat per user on your subscription.
Calling: which countries your team can call
Each workspace chooses which countries its reps can call. Most start with Singapore only, and a Super Admin can change it.
Activities Report: every call by team member
See every call your team made over any period, softphone and logged by hand, with answered calls, talk time and appointments set per member.
Call Queue (telemarketing mode)
Call Queue shows your newly assigned contacts, works a list one call at a time skipping suppressed and Do Not Call contacts, and lists follow-ups due.
Assigning, sharing and moving contacts
Only a Super Admin assigns contacts: share one so its owner keeps it and a teammate is added, or move it to a new owner. What each does and who sees what.
Finding contacts assigned to you
When someone assigns contacts to you, the bell sends one notice naming who did it. Where it opens, and other ways to find newly assigned contacts.
Bell notifications and how to mute them
What the bell tells you about, missed-call cards beside the softphone, clearing notices, where each notice opens, and muting types in My Profile.
Low calling credit alerts and auto top-up
Calling credit is your prepaid balance for talk time, inbound calls and call transcription.
Calling: network and firewall requirements
What a corporate or school network must allow for HuntSales calls to connect, and what to check when calls fail, lose audio one way or drop.
Pipeline, statuses and logging calls
The Pipeline board tracks each prospect's status. Log a call to update the status and record the outcome, notes and follow-up date at once.
Deals: log a deal, then win or lose it
Log a deal on a contact or company with its value in S$, mark it won or lost, and follow every deal and your win rate on the Workspace Deals tab.
Tasks: your team's to-do list
Create tasks with a priority and a due date, @mention a teammate, and work them in a list or a priority matrix on the Tasks page.
Your booking link for appointments
Add your Calendly, Google Meet or other booking link to your profile, so anyone logging a call on your contacts can open your calendar there and then.
Per-rep conversion goals and Team Pulse
Set what counts as a conversion for each role, such as an appointment or a won deal, and Team Pulse measures every rep against it.
Intelligence and signals
Intelligence: scoring, analytics, AI briefs
The Analytics and Intelligence pages on Hunter and Apex: outreach, pipeline, market and team lenses, lead scoring from 0 to 100, and AI briefs.
Signals: market triggers matched to your CRM
Signals, on Hunter and Apex, watch for events outside your CRM, such as a company in it being struck off, and match them to your pipeline.
Watchlists: tell HuntSales what to monitor
Pick what to watch in the market from the Signal catalog or your own watchlists, and HuntSales checks it daily and feeds you the matches.
Companies hiring recently (Singapore) signal
Companies hiring recently (Singapore) is a signal in the Hiring category of the Signal catalog (Watchlists, under Intelligence, Hunter and Apex plans).
ICP targeting
Define ideal customer profiles, or draft one from your converted customers and won deals in one click. New prospects are tagged with the profiles they fit.
Suggested Audiences: who to target
Suggested Audiences (the Audiences tab under Intelligence) is the forward-looking partner to ICP targeting.
Website visitor tracking
Website Visitors (under Intelligence in the sidebar) shows the people from your CRM who are browsing your website.
Engagement Audiences from post engagers
Engagement Audiences turns the people who engaged with a LinkedIn post into a contact list. It is paused while we change data sources.
Ad Audience Export (hashed emails)
Turn a contact list into a file of hashed emails to upload as a custom audience on Meta, Google or LinkedIn Ads, without sharing raw contact data.
Job-change tracking (Champion Tracker)
Job-change tracking alerts you when a contact moves to a new company, on Hunter and Apex. It is paused while we change data sources, with no charge.
Grant schemes your SME clients can tap
The main Singapore SME grant schemes, gathered under Resources, Grants in the sidebar, so you can see the options without trawling agency sites.
AI, automation and integrations
Using the AI Copilot
The Copilot is the AI assistant inside the app. It answers questions about your CRM data and takes actions you confirm, at 2 AI credits a message.
Connect your own AI (MCP keys)
Connect your own AI assistant through MCP with an API key, and let it read your CRM and act within your role's permissions.
Automations (the canvas builder)
Automations are in beta and still under active development, so the canvas builder will keep changing while we refine it.
Workflow automation
Automations (Beta, on Hunter and Apex) run if-this-then-that rules on your CRM, such as creating a task when a contact reaches a stage.
Webhooks (connect n8n, Zapier, Make)
Send an HTTP POST to your own URL when something happens in HuntSales, such as a reply or a won deal, to trigger n8n, Zapier, Make or Slack.
The REST API: what it covers
The REST API covers people search, credits, webhooks, companies, deals, tasks, notes and the Suppression List. Contacts, lists and campaigns are over MCP.
Still stuck?
Inside the app, click the help button (bottom corner on a computer, top bar on a phone) to chat with the assistant or leave a message for our team.
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