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iOS: Create companies, people, and leads
iOS: Create companies, people, and leads

Use Nutshell's iOS app to create companies, people, and leads effortlessly while on the move. Simplify your CRM tasks today.

Andy Fowler avatar
Written by Andy Fowler
Updated over 2 months ago

Use Nutshell's mobile app to add contacts on the road.

In Nutshell, People represent individuals, Companies represent individual companies, and Leads represent business deals with your companies and people.

Create a Company

Add a name, an optional description, add a phone number, and an email address. Tap the check icon in the top right of the screen to save

Create a Person

Add a name and an email address. Tap the check icon in the top right of the screen to save

Create a Lead

For Leads, quickly choose from existing Companies and People to whom the Lead should be attached. Choose a market if you wish, adjust the confidence level, and the estimated close date.Tap the check icon in the top right of the screen to save

Next steps

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