Your Account Settings
Set up your profile and configure Nutshell to your needs
By James and 3 others4 authors34 articles
Profile
Find out how to set up your Nutshell profile
Phone
Set up your phone numbers and make sales calls directly from Nutshell
- Phone: Setting up click-to-callLearn how to effortlessly call contacts from your browser using Nutshell's click-to-call feature, enhancing your communication workflow.
- Phone: How to set up and use click-to-callThis article helps you set up and use click-to-call in Nutshell Pro to streamline your communication and improve efficiency.
- Phone: Setting up phone integrations in NutshellLearn how to connect your phone system(s) to Nutshell.
Calendar
Link your calendar to conveniently track appointments in Nutshell
Notifications
Set up notifications and reminders for tasks, activities, and more
Tasks & Activities
Determine and define your core sales tasks and activities
- Tasks & Activities: View activities and tasksLearn how to manage your activities and tasks in Nutshell's dashboard. Stay organized and never miss a beat!
- Tasks & Activities: How to schedule remindersLearn how to schedule reminders with tasks in Nutshell. Learn to create, sync, and receive notifications for effective task management.
- Difference between activities vs. tasksLearn how to distinguish between activities and tasks in Nutshell to optimize workflow.
Email send
Send emails to leads and customers directly from Nutshell
- Email send: Email sending limitationsLearn about Nutshell's email sending limits for Gmail, Office 365, and others to avoid restrictions and ensure smooth communication.
- Personal emails vs marketing emails in NutshellLearn what the difference is between a personal email vs a marketing email.
- How to send and get emails from inside NutshellLearn how to send emails using SMTP and add inbound emails to Nutshell with BCC for seamless communication and organization.
- How to send an email from NutshellLearn how to effortlessly send emails directly from Nutshell, including using templates, attachments, and signatures.
- How to create and edit email templatesLearn how to create, edit, rename, share, and archive email templates in Nutshell to keep your messages consistent across the board.
- How to choose your default email clientLearn how to set up your default email client in Nutshell and explore the various options available.
- How to add a signature to your emailsLearn how to create and customize email signatures in Nutshell with logos, formatting, and images for professional communication.
- Email send: How to send emails with attachmentsLearn how to send emails with attachments in Nutshell and manage your synced email attachments effectively.
Sync email
Synchronize your email with Nutshell to manage all email communication from one central hub
- Email: Sharing and hiding emailsLearn how to control who sees synced emails, how to keep private messages hidden, and how to create a blocklist in Nutshell.
- Troubleshoot email and calendar sync issuesLearn how to troubleshoot email and calendar sync issues in Nutshell. Follow these steps.
- Sync email: How to customize sync permissionsControl email sync in Nutshell: block specific addresses, manage sensitive info, and customize sync settings for efficient communication.
- How to organize your emails in NutshellLearn how to efficiently organize and manage your emails in Nutshell, ensuring a streamlined workflow and improved productivity.
- How to connect your email with NutshellLearn how to connect your email with Nutshell for seamless integration and efficient communication.
- How to BCC your emails into NutshellLearn how to BCC your emails into Nutshell to track correspondence easily, ensuring all messages attach to the right places.
- How to assign BCC email addresses to leadsEasily associate emails with the correct lead in Nutshell using unique BCC addresses and related leads features for better organization.
Accessibility
Adjust your accessibility settings to your user's needs