Using & Configuring Nutshell
Get your team up and running on Nutshell with these step-by-step guides
By Hamida and 3 others4 authors118 articles
Data
Get your lead and customer contact data into Nutshell with ease
- ImportEffortlessly import your contact data into Nutshell15 articles
- ExportLearn how to export data from Nutshell to other applications4 articles
- PeopleIQAdd more contact data to your CRM for people at companies you already deal with 1 article
- SQL accessGain SQL access to store and evaluate essential sales and marketing data1 article
- TrashLearn how to delete and recover contacts, users, and more1 article
Integrations
Seamlessly connect your business tech stack with Nutshell
- Integrations: How to share leads from NutshellLearn how to configure "Send to" actions in Nutshell to seamlessly share leads with other software applications.
- Integrations: Common problems and solutionsLearn how to troubleshoot common issues with Google integrations in Nutshell, including setup errors and data access problems.
- Integrations: Connecting integrations in NutshellLearn where to find and connect integrations in Nutshell.
- AccountingIntegrate your accounting software with Nutshell2 articles
- CollaborationIntegrate your collaboration software with Nutshell3 articles
- Communication & PhoneIntegrate your communication and phone software with Nutshell19 articles
- Contracts & ProposalsIntegrate your contracts and proposals software with Nutshell1 article
- FormsIntegrate your web form building software with Nutshell1 article
- Lead GenerationIntegrate your lead generation software with Nutshell4 articles
- OtherIntegrate your business-specific software with Nutshell1 article
- SchedulingIntegrate your scheduling software with Nutshell1 article
Organization
Effectively manage and organize your contact data
- CRM Records: People, Companies, and LeadsCreate and manage your People, Company, and Lead data in Nutshell29 articles
- CollaborationShare and collaborate with stakeholders from Nutshell4 articles
- Activity TypesSet up and manage custom activity types to effectively track events1 article
- Channels & SourcesDefine channels and sources to track where your best leads come from2 articles
- Company TypesCreate custom company types to group similar organizations and better manage your relationships with them1 article
- CompetitorsAdd your primary competitors and track their impact on your leads and strategies1 article
- Custom FieldsCreate custom fields to ensure your team gathers the data your business needs2 articles
- IndustriesGroup contacts by industry for more targeted messaging and nurturing1 article
- MarketsSet up currencies to do business across the globe1 article
- ProductsCreate products and services, and use them to add value to leads in your pipeline 3 articles
- TagsUse color-coded, filterable tags to take your data organization to the next level1 article
- TerritoriesSet up territories to ensure the right team members engage with the right leads and customers1 article
Connections
Discover other ways to connect with Nutshell
Industry Guides
Learn how to setup Nutshell for your specific industry needs
- Industry: Setting up Nutshell for real estateDiscover how to set up Nutshell for real estate to streamline client relations, manage pipelines, and boost sales for brokers and agents.
- Industry: Setting up Nutshell for recruitingDiscover how to set up Nutshell for recruiting to organize candidates, streamline processes, and enhance productivity.