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How to set up sales automation [Nutshell Pro]
How to set up sales automation [Nutshell Pro]
Andy Fowler avatar
Written by Andy Fowler
Updated over a week ago
Table of contents

Check out this quick video to learn how to automate your own sales process.

Helpful Articles:

  • Nutshell Sales Process Worksheet

  • What is sales automation?

  • How do I edit pipelines?

  • How do I automatically distribute leads into certain pipelines?

  • How do I automatically assign leads to my team members?

  • How do I automate a lead's progress using stage goals?

  • How do I create an automated task list?

  • How can I automate my email marketing with Nutshell?


Related Articles
What is sales automation?
How to create a custom pipeline with Nutshell sales automation
How to automatically send personal email sequences from Nutshell [Pro]
Working with multiple pipelines [Nutshell Pro]
How can I connect my email marketing service with my sales pipeline? [Nutshell Pro]
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