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. Google email sync
    4. Send email from Nutshell
    5. Sync activities and tasks with Google Calendar
  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 (Won, Lost, Cancelled)
    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 sales processes are assigned
    5. Set up 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
    2. Add users to teams
  13. Maps 

    1. View your leads, accounts, and contacts on a map
  14. Calendar 

    1. Subscribable calendar feeds
  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
    92 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