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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
HuntSales is an outreach CRM for sales teams. The main areas are in the left sidebar: Dashboard (overview), Workspace (your call/follow-up queue), People Search (find new prospects), Campaigns (email sequences), Contacts and Companies (your data), Import (bring in a CSV), Analytics, and Billing. Most new users start like this: 1. Import or find contacts. 2. Connect a mailbox. 3. Build a campaign. 4. Work the queue in Workspace.
Importing contacts from a CSV
Go to Import in the sidebar, then follow these steps. 1. Upload your CSV file. You can select several CSV files at once if they share the same columns; they import together as one batch (files with different columns are skipped with a message, so import those separately). 2. Map each column in your file to a contact field (name, email, company, phone, title, and so on). Columns you do not map are skipped. 3. Run the import. 4. Review the summary of how many contacts were added and how many duplicates were skipped. Duplicates are detected automatically by email address and by normalised company name, so re-running an import to add new rows will not create duplicates of people already in your list. Imported contacts are private to your workspace and are never added to the shared prospect database. After the import, the Quick Actions panel lets you organise everything from that file in one click: assign to a team member, tag to a campaign, or add to a list. Campaign and list actions cover the whole file including rows that were already in your CRM. Assigning covers the new contacts by default; tick "Also reassign the contacts already in your CRM" to hand 100% of the file (including duplicates) to that person, for example when the list belongs to them. Tip: if you need to assign a file you imported earlier, just import the same file again; everything will be detected as already in your CRM and you can assign it all from the summary.
Finding new prospects with People Search
People Search lets you find new B2B contacts by filters such as job title, function, seniority, country, industry/company keyword, and company headcount. You can also describe who you want in plain English and the AI will set the filters for you. Revealing a contact's email or phone spends People Search credits (phone reveals cost more than email). Singapore is the default location if you do not pick one. Results can be saved straight into your Contacts. In the Vault tab (the shared verified pool, free with your plan), tick "Hide contacts already in my CRM" under the filters to browse only people you don't have yet. The header checkbox selects every claimable contact on the page, and the "Claim max" button next to the result counts adds EVERY new contact matching your filters in one go, capped at your remaining claim quota (up to 10,000 per run) - it always asks you to confirm the amount first.
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. (1) People Search credits power contact and company lookups and email/phone reveals. (2) AI credits are a separate pool that powers the AI features: the Copilot, the AI email writer, AI search parsing, and AI reply classification (which sorts your campaign replies by intent and costs 1 AI credit per reply). The two pools do not share a balance. Both reset at the start of each month, and the Usage meter shows how many days until the reset. If you run out, you can wait for the monthly reset or upgrade your plan for a larger allowance.
Connecting a mailbox
To send campaign emails you connect a sending mailbox under Campaigns / email settings. You can connect Gmail or Microsoft/Outlook accounts. Each plan allows a certain number of mailboxes (Free 1, Scout 3, Hunter 10, Apex unlimited). Connecting more than one mailbox lets you spread sending volume and protect deliverability. Newly connected mailboxes go through a warmup period to build sender reputation.
Building a campaign and sequences
A campaign is an email sequence: one or more steps sent to a list of contacts over time. Create a campaign under Campaigns, choose your contacts, write the steps (you can use the AI email writer to draft them and use variables like first name and company name for personalisation), set the timing between steps, then start it. Replies are detected automatically and stop the sequence for that contact so you never email someone who already replied. Replies show up in the Replies tab under Campaigns, where AI sorts them by intent (interested, wants a meeting, question, not interested, and so on) so you can spot hot replies fast; each reply is classified for 1 AI credit. A/B testing and sequences are available on paid plans.
Sending limits
Each plan has a monthly send cap (Free 200, Scout 1,000 per mailbox, Hunter and Apex unlimited via your own email provider). The app tracks how many emails you have sent this month and will stop sending once you hit the cap, with a prompt to upgrade. Spreading sends across multiple mailboxes and warming them up helps deliverability.
Pipeline, statuses and logging calls
The Pipeline board tracks prospects across statuses: Prospect, Contacted, Follow-Up, Appointment Scheduled, Converted, Not Interested, Do Not Call, and Invalid. The Workspace is the day-to-day view of contacts that are due for a call or follow-up, so telemarketers and reps can work a focused queue. There are two ways to change a contact's status, and they do different things. 1. Log a Call (on the contact's panel). Use this whenever you have just spoken to or tried to reach the prospect. Pick the outcome and save: the status updates automatically, and the call, your notes and the follow-up date are recorded on the timeline. The follow-up date is optional: use the +1d/+3d/+7d shortcuts, pick any date, or choose None if no follow-up is needed (the contact then leaves the follow-up queue). This is the path that feeds call analytics, Team Pulse and conversion goals, so always log real calls here rather than changing the status by hand. 2. The status dropdown (top right of the contact's panel). This changes the status only; no call is recorded. Use it for changes that happened off the phone: a prospect who booked a meeting by email, correcting a wrong status, a cancelled appointment, or reactivating an old contact. There is also a Follow-up section on the contact's panel where anyone can set or change the next follow-up date without logging a call: pick a date, use the +1d/+3d/+7d shortcuts, or choose None if no follow-up is needed (the contact then leaves the due queue and won't show as overdue). Rule of thumb: if it happened on a call, log the call and let the status follow. If it happened off the phone, set the status from the dropdown and the next step in the Follow-up section.
Contacts, companies and lists
Contacts and Companies hold your data. You can organise contacts into Lists (for example by campaign, territory or segment) from the Contacts page, and superadmins can share a list with specific teammates. Edits to a contact's email or phone may require approval depending on your role. Exporting contacts to CSV is controlled to protect your lead data: it requires the "Export Contacts" permission, which is off by default for EVERY role including Super Admin (grant it per role under Team in the Permissions tab; admins can grant it to their own role), and it is available on the Scout plan and above (the Free plan cannot export). The same rule covers exporting list views, People Search results and the suppression list, and every export is recorded in the audit log with who exported and how many rows. Report exports (such as the activities report) are controlled by the separate "Export Reports" permission.
Adding team members and seats
Invite teammates under Team. Billing is per seat: the first user is included and each additional user is charged. The Free plan is limited to 1 user; paid plans allow more. When you add or remove a user, your subscription updates automatically. Roles (superadmin, consultant, telemarketer) control what each member can see and do.
Plans and billing
Plans are Free, Scout, Hunter and Apex, billed monthly or annually (annual is cheaper per month). You can change plan or manage payment under Billing. During the launch there is a discount and contacts are unlimited on every plan. Higher plans include more mailboxes, more People Search and AI credits, higher or unlimited send caps, and more advanced features.
Using the AI Copilot
The Copilot is the floating assistant inside the app. It can answer questions about your own CRM data and help you take actions (for example summarising a contact, checking your queue, or drafting a campaign), asking you to confirm before it changes anything. Each Copilot message spends AI credits. The Copilot is different from this support chat: this support chat answers how-to questions about using HuntSales.
Suppression list and deliverability
The Suppression List holds addresses that should never be emailed (unsubscribes, bounces, do-not-contact). Contacts on it are skipped by every campaign. Keeping a clean list, warming up mailboxes, and stopping on replies all protect your sender reputation and deliverability.
Workflow automation
Workflows (Hunter and Apex plans) automate repetitive CRM work with if-this-then-that rules: for example when a contact reaches a stage, create a task; when a reply is classified as interested, notify the rep or enrol the contact in a follow-up campaign. Build them under Workflows in the sidebar by picking a trigger, optional conditions, and one or more actions.
Intelligence: analytics, lead scoring and AI briefs
The Intelligence page (Hunter and Apex plans) is the analytics suite. It has five lenses: Outreach (send/open/reply performance), Pipeline (deal movement and win probability), Prospects/Market (where your contacts come from and which segments convert), Reply quality, and Team. On top of the dashboards: automatic lead scoring ranks contacts by engagement (replies, call outcomes, recency); anomaly alerts ping the bell when a metric moves unusually; and AI briefs (weekly outreach brief, weekly pipeline brief, monthly market brief, 5 AI credits each) summarise what changed and what to do, and can be emailed to you on a schedule.
Website visitor tracking
Website Visitors (under Intelligence in the sidebar) shows companies visiting your website. Install the small tracking snippet on your site (instructions on the page), and visits are matched to companies; visitors that match contacts or ICPs in your CRM are flagged so reps can follow up while interest is hot. High-intent visit patterns also raise a bell notification.
ICP targeting
ICP & Targeting (under Intelligence) lets you define ideal customer profiles: title, industry, company size, country and more, with autocomplete from your own data. You can also let the AI draft an ICP from your converted customers in one click. Every new prospect is automatically tagged with the ICPs it fits, match lists are ranked by engagement, and a monthly drift check tells you when your winning profile is changing shape.
Per-rep conversion goals and Team Pulse
Managers can define what counts as a conversion per role or per member (for example a telemarketer's conversion is an appointment secured, a closer's is a deal won). Configure this under Team in the Permissions tab; each member can also have an individual override. The Team Pulse view then measures every rep against their own goal, so telemarketers and closers are compared fairly.
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. It has three parts. Numbers. Under Calling, open the Numbers tab to buy a local number (Singapore, Malaysia, Hong Kong, Australia, UK or US) without leaving the CRM: search live availability, pay US$20 one-time activation plus US$15/month per number via secure Stripe checkout, then allocate the number to a rep as their caller ID. The first time you buy a number you accept a short calling acceptable-use policy (call responsibly, comply with the Do Not Call registry and telemarketing law, no spam or fraud); this is a one-time acknowledgement per workspace. Your team can hold as many numbers as it has users. Releasing a number stops its monthly charge. Calling lines. Up to 10 outbound calls can run at the same time across the platform (inbound is unlimited). If every line is busy you'll see a brief "all lines are busy, try again in a moment" message; this limit is raised as volume grows. Talk time. Calls are prepaid: top up calling credit (presets or any amount from US$10) on the Numbers tab and calls deduct by the minute. The rate card is published right there, for example Singapore is US$0.047 per minute, billed in 1-minute blocks. The card shows your balance, a low-credit warning, and a recent-activity list of every top-up and call deduction. When credit hits zero, dialing pauses until you top up. Making calls. Reps sign in to the softphone (the phone button at the bottom left) with their allocated number as caller ID. Call any contact with the Call button next to their phone number, or key/paste a number into the softphone's dial box. Singapore numbers work without the country code (for example 9123 4567); other countries need the code (for example +60 12 345 6789). When a call ends the rep tags the outcome (Connected, Voicemail, Callback, No answer, Not interested) and notes. Call Log and recordings. Every call lands in the Call Log under Calling: agent, contact, duration, what it cost, the outcome, and a recording you can play in place. Reps see their own calls; owners see the whole team. Calls are recorded automatically and access to recordings is permission-checked. Inbound calls to your numbers are logged too: if the caller matches one of your contacts you'll see who called by name, and the rep holding that number gets a missed-call notification in the bell.
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