Email digest subscriptions are available on Nutshell Pro and above.
Stay in sync with your pipeline—without spending extra time in reports.
Nutshell offers automated email subscriptions that help sales reps and managers stay informed and focused. These emails provide a clear view of assigned leads, key tasks, and recent wins, helping you start your day or week with confidence and clarity. With direct links to leads, tasks, and activities, you can take action right from your inbox and keep workflows moving fast.
Daily and weekly User digest emails are for sales reps and show only a rep’s assigned leads. They help sales reps celebrate wins, review past performance, and plan upcoming activities.
Daily and weekly Admin digest emails are for admins and managers. They provide a snapshot of team performance, pipeline health, and key leads, helping managers quickly identify opportunities to step in and support their team.
Each email is designed to give a friendly, digestible summary, so you can stay on top of your work without feeling overwhelmed.
What are daily and weekly digest emails?
Daily and weekly User digest emails are personalized for sales reps and focus on your assigned leads and tasks. They help you:
Celebrate recent wins and understand past performance
See your top leads and tasks so you know where to focus
Plan your day or week with actionable insights
What are daily and weekly Admin digest emails?
Admin digest emails are for managers and admins. They provide a snapshot of team performance, pipeline health, and key leads. These emails help you:
Understand how the team is performing at a glance
Identify leads or opportunities that may need attention
Support your team efficiently
What’s included in each email
Daily and weekly user digest for sales reps
These emails give you a quick, actionable snapshot of your day or week, helping you focus on the leads and tasks that matter most:
Next three upcoming scheduled activities to keep your day on track
Manual tasks, if you have any coming up
Overdue automated tasks that need attention
Leads closing soon so you know which opportunities are ready to wrap up
Oldest open leads going cold so you can follow up before they slip away
Hot leads ready for engagement to prioritize immediate outreach
These sections help you plan your time, stay organized, and take action quickly.
Daily and weekly Admin digest for managers and admins
These emails give a quick overview of your team’s performance and key leads, so you can stay informed and step in where needed:
Top leads showing the highest-value sales won last week
Hottest new leads recently added, with a 2–3 sentence recap for each lead to provide quick context
Sales leaderboard month to date displaying won leads broken down by each sales rep and the total value of their wins
Pipeline snapshot with key metrics to understand current opportunities at a glance
Top three activity types completed in the last 30 days
Activity leaderboard for sales reps showing the total number of activities completed month to date
Want to take quick action? These emails also include clickable links, allowing you to open a lead, task, or activity directly in Nutshell without needing to search for it.
Why these emails matter
For sales reps
Save time by highlighting the most important leads and tasks
Get a clear view of past performance and recent wins
Plan the day or week with actionable insights
For managers and admins
Quickly understand team performance without extra reports
Highlight opportunities and pipeline trends
Identify where support or guidance is needed
How to set up your email subscriptions
You can manage your subscriptions in Nutshell:
Settings > Your settings > Email digests
From here you can:
Choose which emails to receive
Select daily or weekly delivery
Turn subscriptions on or off anytime
Emails are sent in the morning in your configured timezone on the day(s) you select.
FAQs
Can I receive both the daily User digest and daily Admin digest?
Admins can subscribe to both. Non-admin users can subscribe only to the daily or weekly User digest.
Will the emails show only my leads or those of the whole team?
Daily and weekly User digests show only your assigned leads. Admin digest emails show leads and activities across your team.
Can I change how often I receive these emails?
Yes. Update your preferences anytime under Settings > Your settings > Email digests.