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. Use tasks & activities to never drop the ball (Video)
    3. 3. Team collaboration (Video)
    4. 4. Importing your contacts (Video)
    5. 5. Automate your workflow (Video)
  2. 3rd-Party Integrations 

    1. API keys: Create API keys to integrate 3rd-party apps
    2. Wufoo: Collect leads from form submissions
    3. MailChimp: Send marketing campaigns to your contacts
    4. Trello: Create cards from Nutshell Leads
    5. Twitter: See stats on your People and Companies
  3. Activities 

    1. Activity types: Create custom Activity types
    2. Schedule and log Activities
  4. Billing 

    1. Update your billing information
    2. Cancel your account
    3. Add or disable users
  5. Calendar 

    1. Subscribable calendar feeds
  6. Click-to-call 

    1. Click-to-call (Beta): Connect your calls via Nutshell
  7. Collaboration 

    1. Mention Nutshell users
    2. Add users to teams
    3. Comment on timeline entries
    4. Notifications: In-app, email, and mobile push notifications
  8. Companies & People 

    1. Delete Companies and People
    2. Company Types: Create custom designations for your Companies
    3. Upload/attach files to Companies, People, and Leads
    4. Merge duplicates: Detect and merge duplicate Companies and People
    5. Update and bulk edit Companies and People
  9. Custom Fields 

    1. Custom fields for Companies, People, and Leads
  10. Email 

    1. Configure SMTP settings
    2. BCC your emails into Nutshell
    3. Send email from Nutshell
    4. Add a signature to your emails
    5. Email Templates: Send templated emails to your contacts
  11. Exchange/Outlook 

    1. Microsoft Exchange integration features
    2. Sync Microsoft Exchange/Outlook calendar: Activities only
  12. General 

    1. Update your time zone and weather units
    2. User types: Grant permissions, Administrators vs. non-administrators, FAQ
    3. AdBlock
    4. View another user's dashboard
    5. Nutshell Intelligence: Fill in the gaps with our top secret data information service
  13. Gmail/Google Apps 

    1. (New) Google Email Sync: 2-way email sync
    2. (New) Google Calendar Sync: 2-way Calendar Sync
    3. Google Gmail gadget: Hide the gadget for certain users
    4. Google Gmail gadget: How to reset the gadget
    5. Google Apps troubleshooting - "authentication failed" error
  14. Import/Export 

    1. Import Companies, People, and Leads from a spreadsheet
    2. Export your data
    3. Import from Salesforce
    4. Import from Outlook
    5. Import from Highrise
  15. Leads 

    1. Create new Companies, People, and Leads
    2. Assign users to Leads
    3. Round-robin lead distribution: automatically assign leads evenly across a team
    4. Automatically distribute leads
    5. Close Leads (Won, Lost, Cancelled)
  16. Maps 

    1. Maps in Nutshell: view people, companies, and leads on a map
  17. Products 

    1. Using Markets to define pricing
    2. Change product value per lead
  18. Reports 

    1. Reports overview: built-in report types
    2. Sales Analytics report
    3. Sales Forecast report
    4. Sales Comparison report
    5. Activity report
  19. Sales Processes 

    1. Sales Process: Build a process to automate sales workflow
    2. Milestones: Indicate progress through the sales process
    3. Sales Quotas: Assign quotas to teams
    4. Lead distribution: Use logic to assign a sales process
  20. Searching/Filtering/Organization 

    1. Filter your Companies, People, and Leads lists
    2. Tags: Use tags to organize Companies, People, & Leads
  21. All articles 

    1. Import Companies, People, and Leads from a spreadsheet
    2. Delete Companies and People
    3. Sales Process: Build a process to automate sales workflow
    4. Using Markets to define pricing
    5. Create new Companies, People, and Leads
    98 articles 

Feedback and Knowledge Base

Still having trouble? Give us a call!
  1. (888) 336-8808
  2. Monday to Friday 9 a.m. to 4 p.m. Eastern
  3. Chat with us

More information

  1. API documentation
  2. System requirements
  3. License agreement
  4. Privacy policy
  5. Requirements