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 CRM sales automation and streamline your sales process as a Nutshell Pro and above user with these guides & videos.

Pipeline automation: Setting up sales automation

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Pipeline automation: Setting up sales automation

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

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