Creating leads one by one? Come on, you’re better than that.
Can you believe there are only eight weeks left in 2021? Neither can we!
That’s right! Long gone are the days of only being able to manually create a single lead at a time or having to re-import a list of existing contacts to create multiple leads at once.
While on any list, select the boxes of contacts you’d like leads created for and click the Create lead button.
You’ll see a lead creation form pop-up, allowing you to add details. You can choose whether Nutshell creates a lead for each selected entity or creates a single lead for all selected entities.
Creating a lead for each selected entity
If you’re creating a single lead for all selected entities, you’ll be able to edit the lead name, and edit company and people selections within the form.
Creating a single lead for all selected entities
Nutshell will confirm how many leads are being created, then direct you to a list of your new leads.
So why would you use this feature? Glad you asked!
Creating leads from a list of existing contacts in Nutshell is ideal when:
Tell me somethin’ good
The ability to create leads from a list was an idea that was requested by a number of Nutshell customers and we were happy to deliver! As we continue to improve and build our software, we want to involve you.
I want to hear it! Reply directly to this email and share your thoughts on how we can make Nutshell even more useful!
Nutshell | 206 E. Huron Street, Ann Arbor, MI 48104