The +Add new button lives at the top of every page in Nutshell, right next to the search bar. It's the fastest way to create things in Nutshell without navigating away from what you're doing.
Click +Add new and pick what you'd like to create. Some options open a create dialog right where you are, and others take you to the relevant area of Nutshell to get started.
What you can create
The options you see depend on your user permissions and which features are enabled on your plan, so your menu may show fewer items than the full list below.
Company: Organizations you do business with. Create and manage contacts →
Person: Individuals you do business with. Create and manage contacts →
Lead: Potential sales opportunities. Create and manage contacts →
Activity: Calls, meetings, and interactions. Schedule and log activities →
Task: Reminders and follow-up actions. Schedule reminders →
Import: Import existing data into Nutshell. How to import your contacts →
Quote: Create and send sales quotes. Nutshell Quotes Guide →
Invoice: Create and send invoices. Nutshell Invoices Guide →
Document: Send proposals and sign contracts. Choose the option, then pick the lead it belongs to. Nutshell Documents Guide →
Email campaign: Create and send beautiful messages. Email Marketing →
SMS: Send text messages to contacts. Takes you to your SMS menu. Nutshell SMS →
Landing page: Create pages that capture leads. Create effective landing pages →
Form: Collect leads from your website. Create forms for your website →
Customizing the create dialogs
Nutshell's ‘+Add new’ dialogs empower you to collect customer & prospect information in a way that aligns with your business needs. With the ability to customize fields, reorder them, and set required options, you have complete control over your people, companies and leads data collection process.
How to get started
‘+Add new’ dialogs in Nutshell allow admins to customize the creation of people, companies, and leads. Here's a step-by-step guide to help you get started:
Access the create dialog
To begin customizing your people, company, and lead dialogs, click the 'Add New' button and select company, person or lead.
Admin users will be able to access the 'Customize fields' button in the top right corner of the dialog, allowing for configuration.
Clicking the ‘Customize fields’ button will open the dialog configuration options, enabling you to:
Select the fields to be included in the dialog by checking the checkboxes
Create or select custom fields to include in the dialog
To create custom fields for people, companies, and leads simply click on the ‘Manage custom fields’ link.
After selecting the desired fields, you can easily rearrange them by clicking the ‘Re-order fields’ tab. However, this excludes the fixed default fields per dialog.
Additionally, you have the option to designate required fields, ensuring that essential information is filled in when creating a person, lead, or company.
Once you've chosen the fields, rearranged them as necessary, and configured any required fields, simply click the 'Save & update' button to save the changes and update the dialog.
Start customizing your dialogs today and unlock the full potential of your Nutshell CRM. Tailor your CRM experience to your unique needs and watch your productivity soar.
If you have any questions or need assistance along the way, Nutshell's dedicated support team is always ready to help. Happy customizing!