Nutshell

Sales automation features like lead assignment rules are available on <b>Nutshell Growth and above. </b>Automated tasks are available on <b>Nutshell Pro and above.</b>

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

<a href="https://assets.website-files.com/605a0726dd91886683451939/60f1a28fca5dc86023402f19_Nutshell_SalesProcessWorksheet_4-Sales.pdf" rel="nofollow noopener noreferrer" target="_blank">Nutshell Sales Process Worksheet</a>

<a href="http://help.nutshell.com/en/articles/8429049" rel="nofollow noopener noreferrer" target="_blank">What is sales automation?</a>

<a href="http://help.nutshell.com/en/articles/8429050" rel="nofollow noopener noreferrer" target="_blank">How do I edit pipelines?</a>

<a href="http://help.nutshell.com/en/articles/8429052" rel="nofollow noopener noreferrer" target="_blank">How do I automatically distribute leads into certain pipelines?</a>

<a href="http://help.nutshell.com/en/articles/8429051" rel="nofollow noopener noreferrer" target="_blank">How do I automatically assign leads to my team members?</a>

<a href="http://help.nutshell.com/en/articles/8429053" rel="nofollow noopener noreferrer" target="_blank">How do I automate a lead's progress using stage goals?</a>

<a href="http://help.nutshell.com/en/articles/8429054" rel="nofollow noopener noreferrer" target="_blank">How do I create an automated task list?</a>

<a href="http://help.nutshell.com/en/articles/8429067" rel="nofollow noopener noreferrer" target="_blank">How can I automate my email marketing with Nutshell?</a>

- <a href="https://assets.website-files.com/605a0726dd91886683451939/60f1a28fca5dc86023402f19_Nutshell_SalesProcessWorksheet_4-Sales.pdf" rel="nofollow noopener noreferrer" target="_blank">Nutshell Sales Process Worksheet</a>
- <a href="http://help.nutshell.com/en/articles/8429049" rel="nofollow noopener noreferrer" target="_blank">What is sales automation?</a>
- <a href="http://help.nutshell.com/en/articles/8429050" rel="nofollow noopener noreferrer" target="_blank">How do I edit pipelines?</a>
- <a href="http://help.nutshell.com/en/articles/8429052" rel="nofollow noopener noreferrer" target="_blank">How do I automatically distribute leads into certain pipelines?</a>
- <a href="http://help.nutshell.com/en/articles/8429051" rel="nofollow noopener noreferrer" target="_blank">How do I automatically assign leads to my team members?</a>
- <a href="http://help.nutshell.com/en/articles/8429053" rel="nofollow noopener noreferrer" target="_blank">How do I automate a lead's progress using stage goals?</a>
- <a href="http://help.nutshell.com/en/articles/8429054" rel="nofollow noopener noreferrer" target="_blank">How do I create an automated task list?</a>
- <a href="http://help.nutshell.com/en/articles/8429067" rel="nofollow noopener noreferrer" target="_blank">How can I automate my email marketing with Nutshell?</a>

Learn how to set up sales automation in Nutshell Pro with helpful guides and videos to streamline your sales process.

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

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