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Getting started with Nutshell: a setup guide so you can hit the ground running on day one
Getting started with Nutshell: a setup guide so you can hit the ground running on day one
Andy Fowler avatar
Written by Andy Fowler
Updated over a week ago

I hope you are as excited as we are to kick off improving your connections with contacts, building better relationships, and connecting your CRM to your bottom line by increasing sales. This step-by-step guide will walk you through the basic setup process to ensure you're getting the most out of Nutshell.

Click here to start your onboarding journey

Completing your profile and the setup for the most important Nutshell features should take less than 20 minutes! Prefer a hard copy? We've got your back! You can download an interactive PDF by clicking on the attachment at the bottom of this article.

Lastly, please join us on The fourth Wednesday of every month at noon Eastern for a live, interactive training webinar hosted by a member of our Customer Success team. Bring your questions, we can't wait to meet you!

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