Create and manage your People, Company, and Lead data in Nutshell
CRM Records: Track recurring revenueLearn how to track recurring revenue in Nutshell CRM to manage and grow your business effectively
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: 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 edit, bulk edit, and deleteLearn to efficiently edit, bulk edit, and delete companies, people, and leads in Nutshell for streamlined data management.
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: 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 your 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: 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.