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Using Nutshell to track your product or service delivery and fulfillment
Using Nutshell to track your product or service delivery and fulfillment
James avatar
Written by James
Updated over a week ago

Is Nutshell supercharging your sales operations to successfully close more deals? Are you interested in leveraging your CRM to track your delivery and fulfillment needs? Read on to learn how our most successful customers are using Nutshell Pipelines to monitor and report on the most important step in winning future business: a streamlined, organized fulfillment process that also helps you refocus more time on selling to current prospects.

Creating a custom pipeline for fulfillment

For comprehensive instructions on how to create a custom pipeline, click here. Here are some proposed stages for Nutshell customers interested in using Nutshell to track fulfillment.

  • Order in

  • Delivery

  • Received

Order in

In the first stage, successful teams are using custom pipeline rules to flag leads as 'overdue' if they remain in a stage for too long. Another option is to collect the 'anticipated close date' on the lead, or in other words, the date you anticipate the delivery to be received. Using Nutshell stage goal logic, once the anticipated close date is collected, the fulfillment lead will automatically progress into the next stage.


In the Delivery stage, customers may want to set a stage goal to automatically progress the lead once they are notified the delivery has actually shipped. A date custom field for 'actual ship date' can be created on the lead page to log that important information. Click here to learn how to use custom fields so that once important information is entered into Nutshell, we will take care of automatically progressing your lead into the next stage.

Pro tip! Leverage Nutshell's automated emailing feature to simultaneously update your customer as their shipment makes its way into their hands!


Once your lead enters the third and final stage, successful customers set overdue rules to flag deliveries not yet received. Power users like to leverage Nutshelll's automated reminders to ping lead owners to make sure they remember to follow up. Once the delivery receipt is confirmed, the lead can be won.

Follow-through tasks after the delivery

Your product is in the hands of the consumer. Congratulations! Next, consider using Nutshell's follow-through tasks to remind you to follow up with your client after the sale in order to win their return business.

Reporting on the delivery and fulfillment process

Let's face it, you are juggling a lot. Nutshell offers several reporting options to help you manage this process seamlessly and without complicated equations in spreadsheets. Use saved lists that update in real-time based on the dates you entered on your lead page. Click here to learn everything you need to know about creating and saving filtered lists.

Power users like to pin filtered lists for overdue deliveries and for the delivery forecast for the next 30-days. Create and save these lists to pin to your dashboard for easy reporting!

It doesn't look like you have any overdue deliveries right now. Great job! To learn how to create a custom dashboard to track delivery and fulfillment, click here. We recommend creating a pipeline card and delivery pipeline metrics card to help you keep your finger on the pulse of your delivery metrics.

You can also leverage the Nutshell sales report to track the number of deliveries within a certain timeframe. Don't forget to check out the date comparison feature to compare your current business with last year to measure the success of your fulfillment process. Click here to learn everything you need to know about Nutshell's reporting features.

The forecast report can also be used to gain insights into what shipments are expected to arrive within a certain timeframe. We know you are busy running your organization, so don't forget to leverage Nutshell's dynamic timeframe filters (such as "anticipated to close in the next quarter") so that you can save your report and never have to recreate it again. Learn how to create a forecast report in Nutshell by clicking here.

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