Organization
Effectively manage and organize your contact data
By The and 3 others4 authors45 articles
CRM Records: People, Companies, and Leads
Create and manage your People, Company, and Lead data in Nutshell
CRM Records: How to use Nutshell's timelineExplore how to use Nutshell's timeline for efficient tracking of team communication with filtering and activity logging features.
CRM Records: Select the primary contact personLearn how to select the primary contact person for a company in Nutshell to streamline communication and manage relationships effectively.
CRM Records: Create and manage contactsLearn how to easily create new companies, people, and leads in Nutshell to manage your CRM efficiently.
CRM Records: Working with lists of contactsLearn how to manage and organize lists of companies, people, and leads in Nutshell for better CRM efficiency.
CRM Records: How to update and attach filesLearn how to upload and attach files to companies, people, and leads in Nutshell from various sources like Google Drive and Box.
CRM Records: Maps in NutshellDiscover how to view people, companies, and leads on a map with Nutshell. Easily schedule activities and get directions to your contacts.
CRM Records: How to prioritize your hot leadsLearn how to prioritize hot leads in Nutshell to boost sales efficiency and close more deals with smart lead management.
CRM Records: Close a lead by updating statusLearn how to effectively close a lead in Nutshell by changing its status to won, lost, or cancelled for better sales tracking.
CRM Records: Prevent duplicates in NutshellLearn how to prevent duplicate CRM records from being created in Nutshell for cleaner, more accurate data.
CRM Records: Assign leads to your sales repsLearn how to assign leads to your sales reps in Nutshell to streamline your sales process and improve team efficiency.
CRM Records: Creating new companies and peopleLearn how to create new companies and people in Nutshell easily with step-by-step instructions video.
CRM Records: How to create and use leadsLearn how to create and manage leads through the sales pipeline, and track lead progress effectively.
CRM Records: How to bulk edit in NutshellLearn how to efficiently bulk edit People, Companies, and Leads in Nutshell with these easy steps for impactful contact management.
CRM Records: How to use Nutshell's lead viewsDiscover how to utilize Nutshell's lead views—Board, List, Map, and Chart—to swiftly access lead information tailored to your preferences.
CRM Records: Searching for contacts in NutshellLearn how to easily search for companies, people, and leads in Nutshell with our step-by-step tutorial.
CRM Records: Clone leads and avoid duplicate entryLearn how to clone leads in Nutshell to save time on repeat sales by easily duplicating lead information.
CRM Records: Create multiple leads instantlyLearn how to create multiple leads from any contact list in Nutshell. Streamline your lead management with ease.
CRM Records: Customize your lead boardLearn how to customize your lead board in Nutshell to fit team needs. Tailor lead cards and reorder fields for optimal sales tracking.
CRM Records: Structure parent and child companiesFind out how to structure large organizations with child companies in Nutshell to manage leads and sales efficiently across subsidiaries.
CRM records: Import companies, people, and leadsLearn how to import companies, people, and leads into Nutshell with ease from a CSV spreadsheet.
CRM Records: How to edit, bulk edit, and deleteLearn to efficiently edit, bulk edit, and delete companies, people, and leads in Nutshell for streamlined data management.
CRM Records: How to find and merge duplicatesLearn how to detect and merge duplicate companies, people, and leads in Nutshell to keep your data organized and efficient.
CRM Records: How to pin notes to your timelineLearn how to pin important notes in Nutshell to keep them at the top of your timeline for easy access and better team collaboration.
CRM Records: How to use the Lead BoardLearn how to drag-and-drop leads, sort, filter, and close deals easily with Nutshell's Lead Board to manage and track sales effortlessly.
CRM Records: Best practices for using listsDiscover best practices for creating and saving lists in Nutshell to streamline workflows and enhance team productivity.
CRM Records: Filter your companies, people, and leadsLearn how to filter, sort, and customize Nutshell lists to create laser-focused searches of your contacts.
CRM Records: Track recurring revenueLearn how to track recurring revenue in Nutshell CRM to manage and grow your business effectively
CRM Records: Customize your lead page by pipelineLearn how to customize your lead page for each pipeline by choosing which widgets and custom fields show for your team.
Collaboration
Share and collaborate with stakeholders from Nutshell
Collaboration: Engaging on timeline entriesLearn how to react, comment on timeline entries, and mention teammates in Nutshell to enhance team collaboration and communication.
Collaboration: Team collaboration using NutshellLearn how to react, comment on timeline entries, and mention teammates in Nutshell to enhance team collaboration and communication.
Collaboration: How to watch a user's leadsLearn how to watch another user's leads in Nutshell and receive updates on their progress for effective sales tracking.
Activity Types
Set up and manage custom activity types to effectively track events
Activity types: Create custom activity typesLearn how to create custom activity types in Nutshell to track events with customers and leads.
Channels & Sources
Define channels and sources to track where your best leads come from
Lead Channels: Track conversions easilyLearn how to connect and track lead channels to optimize your sales process and improve conversion rates with ease.
Lead sources: Discover where your leads are fromExplore how to identify lead sources in Nutshell to optimize your marketing efforts and track where your most valuable leads originate.
Company Types
Create custom company types to group similar organizations and better manage your relationships with them
Company Types: Create custom company typesExplore how to customize company designations in Nutshell to better organize businesses by their relationship to your company.
Competitors
Add your primary competitors and track their impact on your leads and strategies
Competitors: Adding competitors to NutshellDiscover how to add competitors in Nutshell to evaluate their performance and benchmark it against your own.
Custom Fields
Create custom fields to ensure your team gathers the data your business needs
How to customize your ‘Add new’ dialogLearn how to customize your 'Add new' dialog in Nutshell by following these steps.
How to create and manage custom fieldsLearn how to create and manage custom fields in Nutshell for companies, people, and leads to tailor your CRM experience.
Industries
Group contacts by industry for more targeted messaging and nurturing
Industries: How to create and edit industriesLearn how to create, edit, delete, and filter industries in Nutshell to efficiently categorize companies and enhance your business insights.
Markets
Set up currencies to do business across the globe
Markets: How to set up multiple currenciesLearn how to set up multiple currencies in Nutshell to manage international sales and pricing efficiently.
Products
Create products and services, and use them to add value to leads in your pipeline
Products: How to create Products in NutshellLearn how to create products in Nutshell to track lead value, customize sales, and enhance CRM management with ease.
Products: How to add products to your leadsLearn how to track lead value and measure sales in Nutshell by adding products, adjusting prices, and applying discounts.
Products: How to organize product categoriesLearn how to create product categories in Nutshell, add products to them, archive products, and report by category.
Territories
Set up territories to ensure the right team members engage with the right leads and customers
Territories: How to add and use territoriesLearn how to add territories in Nutshell Pro to auto-assign leads to sales reps based on geographic regions, optimizing your sales process.