Add activities to your calendar, check your daily schedule on your dashboard, and log your work to track your touchpoints with leads.
Schedule activities with your companies, people, and leads to never miss a beat and stay on top of your relationships. Log your completed activities to maintain a history of those relationships and to report on you and your team's efforts. There are a few different ways to schedule and log activities in Nutshell.
We've updated the activity dialog
The way that people use activities and calendars has changed a lot in 10 years. Nutshell's new activity dialog reflects that, and makes it easier for you to understand the activities you engage in with your contacts.
Here's a quick video walkthrough, from Nutshell cofounder, Andy Fowler:
Why a new activity dialog?
Our customers work with all kinds of activities:
Synced from their Office 365 or Google Calendars
Scheduled with Calendly — or our favorite: Nutshell Scheduler
Screen shares via Google Meet, Microsoft Teams, or Zoom
1-click phone calls using Nutshell Click-to-call
And everything in between
Our intuitive activity dialog supports these many different activities, including AI summarizations and automatic logging. It also ensures you have fewer clicks to quickly jot down your notes, even while you're on a demo.
Scheduling and logging activities in Nutshell
Scheduling an activity
Plan ahead! Schedule your activities in advance to better stay on top of your day, week, month or even year. Now you'll never forget to make that call, or send that thank you card!
Methods for scheduling activities include:
Schedule an activity with the + button
Click the +Add new button at the top of each page in Nutshell and click Activity. Choose your activity type from the drop-down menu and add related leads using the lead search field. Then, add the activity time and date, choose all the participants, enter a location, and include any agenda notes you might want to share with attendees.
Once created, you can add internal notes, sync the activity with your Google calendar, and more using the Activity dialog menu on the left.
Open the scheduled activity from your sales dashboard Activity sidebar or from the Lead, Person, or Company timeline to edit it.
Schedule an activity on a company, person, or lead page
You can schedule an activity by clicking the + Schedule an activity button in the Activities section of a Lead, Person, or Company record. Once you've added all the activity details, click the Create activity button to schedule it.
Schedule an activity with Google calendar
Learn more about how to schedule an activity in Nutshell from your Google calendar by clicking here.
Logging an activity
You did it! Log an activity anytime you've completed a scheduled activity or even completed an impromptu activity. Nutshell Growth users can even report on logged activities to keep track of their efforts.
Methods for logging activities include:
Log a scheduled activity from the dashboard
Every scheduled activity can be logged easily by clicking the activity in the dashboard, adding notes in the Internal notes tab, then clicking the Log this activity button inside the popup Activity dialog window. Your notes are saved automatically—even before you log the activity.
Activities won't be logged automatically when they pass; we recommend logging all of your activities so they don't stay on your dashboard as overdue. You can always reschedule or delete an activity if needed.
Add more participants using the Type to search for participants... field in the center of the activity.
Log an activity from an individual company, person, or lead page
If you would like to log an activity that you hadn't previously scheduled (such as a call), click the Log an activity tab on an individual company, person, or lead page above the timeline. Enter any applicable notes, select the activity type and duration from the drop-down menus below it, and then click the green Log activity button.
You can even click the more button to see the activity window and add participants or a location. This is helpful for logging activities that aren't scheduled, such as an incoming call from a client or an impromptu meeting.
When a call is logged on the lead page, or when a call is scheduled and logged from the lead page, it will count towards the last contacted date for that lead.
Log a scheduled activity using the Nutshell calendar
To log an already scheduled activity using the calendar, simply click the activity where it appears in the Activities tab under your calendar. Now, click Log this activity.
