Nutshell Ideas & Support

We take customer support seriously here at Nutshell. Check out our knowledge base for answers to common questions, write and chat with our friendly team, or, visit our idea forum to share your thoughts and ideas on what could make Nutshell better.

Knowledge base

  1. Getting Started Videos 

    1. 1. The basics (Video)
    2. 2. Inviting your team (Video)
    3. 3. Adding tasks & activities (Video)
    4. 4. Importing your contacts (Video)
    5. 5. Automate your workflow (Video)
  2. Accounts & Contacts 

    1. Import accounts, contacts, and leads from CSV files
    2. Delete Accounts & Contacts
    3. Custom fields on leads, accounts & contacts
    4. Hide data from some users
    5. Account Type
  3. Emails & Activities 

    1. Configure SMTP Settings
    2. BCC your emails into Nutshell
    3. Send email from Nutshell
    4. Sync activities and tasks with Google Calendar
    5. Sync activities with Microsoft Exchange / Outlook
  4. API & 3rd-Party Integration 

    1. Collect leads from forms in Wufoo
    2. Send campaigns with MailChimp
    3. Create Trello cards from Nutshell leads
    4. See Twitter stats on your contacts and accounts
    5. Integrate with Zendesk
  5. Google Apps 

    1. Hide Google email gadget for certain users
    2. Disable Google Apps users from Nutshell
    3. Import Google Contacts
    4. Reset Google Gmail Gadget
    5. Google Apps authentication failed
  6. Leads 

    1. Creating new leads, contacts, and accounts
    2. Closing a lead
    3. Use tags to organize accounts, contacts & leads
    4. Automatically distribute leads
    5. Pending Leads
  7. General 

    1. Update your time zone and weather units
    2. Adding or Disabling Users
    3. Admin settings
    4. Choose your default email client
    5. Commenting on timeline entries
  8. Reports 

    1. Sales analytics
    2. Built-in report types
    3. Export information to CSV files
    4. Sales Forecast
    5. Sales Comparison Report
  9. Sales Processes 

    1. Build a process to automate sales workflow
    2. Automate lead distribution
    3. Establish milestones
    4. How processes are assigned
    5. Sales quotas
  10. Billing 

    1. How to update your billing information
    2. Cancel your account
  11. Products 

    1. Using markets to define pricing
    2. Changing product value per lead
  12. Collaboration 

    1. Mention Nutshell users
  13. Maps 

    1. Maps
  14. Calendar 

    1. iCalendar (ICS)
  15. Exchange/Outlook 

    1. Importing your Outlook 2010 contacts
  16. All articles 

    1. Import accounts, contacts, and leads from CSV files
    2. Build a process to automate sales workflow
    3. Sales analytics
    4. Using markets to define pricing
    5. Hide Google email gadget for certain users
    88 articles 

Feedback and Knowledge Base

Still having trouble? Give us a call!

  1. (888) 336-8808
  2. Monday to Friday, 9 am to 4 pm, EST
  3. Chat with us