CRM Records: People, Companies, and Leads
Create and manage your People, Company, and Lead data in Nutshell
By The and 2 others3 authors29 articles
- 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.
- CRM Records: Customize your company and people pagesLearn how to set up and use your company and people pages by choosing which widgets and custom fields show for your team.