All Collections
Sales
Manage leads and win deals with Nutshell's powerful sales tools
Nutshell Quotes GuideLearn how to set up and use Nutshell Quotes to easily create and send professional quotes to your leads
Sales Dashboard
Customize your sales dashboard to ensure you remain focused on your key goals
Sales dashboard: Set up follow-up remindersLearn how to set follow-up reminders in Nutshell to stay connected with important contacts regularly and efficiently.
Sales dashboard: How to use the dashboardDiscover how to effectively use your dashboard cards, manage activities, and view timelines from your Nutshell sales dashboard.
Sales dashboard: Get a full-screen wallboardLearn how to easily set up your Nutshell Wallboard to display key sales metrics, recognize sales successes, and motivate your team.
Sales dashboard: Dashboard card customizationCustomize your Nutshell dashboard cards to focus on key sales data, optimizing your workflow and boosting productivity.
Sales dashboard: Customize your dashboardCustomize your Nutshell dashboard with tailored cards to stay focused on your goals across different departments.
Scheduler
Find out how to plan, schedule, and manage appointments in Nutshell
Scheduler: Plan, schedule, and manage meetingsLearn how to plan, schedule, and manage meetings easily in Nutshell using Nutshell Scheduler for streamlined scheduling and coordination.
ProspectorIQ
Easily find new sales opportunities that align with your ideal customer profile
ProspectorIQ: Boost your sales opportunitiesLearn how to leverage Nutshell's built-in prospecting tool to generate more qualified leads.
Sales Email
Set up personal email sequences, send bulk emails, and use templates to save your team time
TemplatesCreate, organize, and access your email templates to streamline your team's communications1 article
Personal Email SequencesLearn how to set up and use personal email sequences to engage with prospects and customers3 articles
Bulk EmailsSend emails to several recipients in bulk with Nutshell's bulk email features1 article
Pipelines & Automation
Effectively manage and automate sales pipeline tasks and activities in Nutshell
Sales automation: Automate lead assignmentLearn how to automatically assign leads to your team members in Nutshell with user assignments, round-robin, and special rules.
Pipelines: Using the pending status for leadsLearn how to effectively use the pending status for leads in Nutshell for efficient sales workflow and lead management and organization.
Pipelines: How do I delete a pipeline?Learn how to delete or archive a pipeline not currently in use by following these simple steps.
Pipeline automation: What is sales automation?Learn what sales automation is, how to set it up, the benefits, and more in this helpful guide.
Pipeline automation: Setting up sales automationLearn how to set up CRM sales automation and streamline your sales process as a Nutshell Pro and above user with these guides & videos.
Quotas
Set up your sales and activities quotas to track and optimize team performance