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Using Nutshell
Get 24/7 help and support with our collection of instructional articles and videos.
FAQ
Get answers to the most frequently asked questions about Nutshell!
A short Nutshell dictionaryDiscover essential CRM terms like activity, dashboard, lead, and pipeline in Nutshell's dictionary.
Nutshell FAQs
How do I cancel my trial?Find out how to easily cancel your Nutshell trial.
I am trying to disable a user and am getting a reassignment error messageLearn how to resolve reassignment errors when disabling users in Nutshell.
I'm getting an error with my SMTP settings!Troubleshoot SMTP settings errors with our guide.
How do I change the ownership of my Nutshell account?Learn how to change the ownership of your Nutshell account by updating billing info, admins, users, and company details.
How do I choose my default email client?Discover how to set up your default email client in Nutshell and explore the various options available.
How do I revert a past import?Learn to revert past imports in Nutshell easily. Access import history and undo changes for effective data management.
How do I delete a pipeline?Learn how to archive a pipeline by follow these simple steps.
My email or calendar sync stopped working. What should I do?Troubleshoot email and calendar sync issues in Nutshell. Follow these steps.
Get help ordering Arby’sStep-by-step guidance and tips to satisfy your cravings at Arby's with ease.
How we will communicate with youThis article shares the different Nutshell communication channels for product updates, newsletters, and best practice tips.
My Nutshell account
Setup instructions for emailing, calendar activity sync, determine how you're notified in Nutshell, and edit your profile.
Customizing user access in NutshellCustomize user access in Nutshell with role-based permissions. Create and manage roles for precise control over team capabilities.
Gmail sync FAQFind solutions for Gmail sync issues. Get step-by-step help to manage email connections seamlessly.
Office 365 email sync FAQFind solutions to common issues with Office 365 email sync in Nutshell. Troubleshoot errors and understand sync limitations.
How do I sync my Gmail?This article will show you how to sync your Gmail with Nutshell for seamless email integration and efficient communication management.
Sync Google Calendar with Nutshell
Chrome extension for GmailLearn to install and use Nutshell's Chrome extension for Gmail to manage contacts, sync emails, and track communications efficiently.
Sync your Office 365 calendarLearn how to seamlessly sync your Office 365 calendar with Nutshell for efficient scheduling and streamlined workflow management.
Microsoft Outlook Add-InIntegrate Nutshell CRM with Outlook to manage leads and contacts seamlessly within your inbox. Easy setup and efficient communication.
Send emails from Nutshell using SMTP and add inbound emails to Nutshell using BCCThis article will help you send emails using SMTP and add inbound emails to Nutshell with BCC for seamless communication and organization.
Click-to-call: Call contacts from your browserEffortlessly call contacts from your browser using Nutshell's click-to-call feature, enhancing your communication workflow.
Updating your Nutshell profileUpdate your Nutshell profile easily. Change settings, add emails, update passwords, and more in just a few steps.
Notifications: Receive alerts about what happens in NutshellReceive alerts in Nutshell via in-app, email, or mobile push notifications for seamless updates on your sales activities
How to view Nutshell activities in an external calendarLearn how to view and sync Nutshell activities with your Apple, Google, or Microsoft calendar easily and efficiently
Trash can: recover accidentally deleted itemsLearn how to recover accidentally deleted items in Nutshell using the trash can feature. Restore important data effortlessly.
Troubleshooting the Nutshell Mac appLearn how to troubleshoot the discontinued Nutshell Mac app with cache clearing tips and support contact information.
Twitter: See stats on your People and CompaniesLink Nutshell to Twitter for instant contact stats on profiles. Enhance CRM with real-time social insights.
My Dashboard
Nutshell helps you ensure that nothing slips through the cracks. Use the dashboard to track your activities, to-dos, and see your company's timeline.
How to use the Nutshell timelineExplore how to use Nutshell's timeline for efficient tracking of team communication with filtering and activity logging features
How do I customize my dashboard cards?Customize your Nutshell dashboard cards to focus on key sales data. Optimize your workflow and boost productivity.
Where are my activities and tasks?Effortlessly manage your activities and tasks in Nutshell's dashboard. Stay organized and never miss a beat!
How do I schedule and log activities?Learn to schedule and log activities in Nutshell to stay organized and track interactions effortlessly.
Tasks: Use tasks to schedule remindersSchedule reminders with tasks in Nutshell. Learn to create, sync, and receive notifications for effective task management.
How can I get reminders to follow up with my contacts?Learn how to set follow-up reminders in Nutshell to stay connected with important contacts regularly and efficiently.
Customize your ‘Add new’ dialog for companies, people, and leadsLearn how to customize your 'Add new' dialog in Nutshell by following these steps.
Pinned Notes: Pin important notes to the top of your timelineHere is how you can pin important notes in Nutshell to keep them at the top of your timeline for easy access and better team collaboration.
Easily Associate Emails with the Correct Lead in NutshellEasily associate emails with the correct lead in Nutshell using unique BCC addresses and related leads features for better organization.
Select the primary contact person at a companyEasily select a primary contact in Nutshell to streamline communication and enhance your company's organization.
Create new companies, people, and leadsThis article shows you how to create and manage companies, people, and leads in Nutshell.
Working with lists of Companies, People, and LeadsThis article will help you master Nutshell lists for better insights and efficiency.
How do I edit, bulk edit, and delete companies, people, and leads?Learn to efficiently edit, bulk edit, and delete companies, people, and leads in Nutshell for streamlined data management.
How to react and comment on timeline entries and mention your teammatesEnhance team collaboration in Nutshell by reacting, commenting, and mentioning teammates on activities and notes. Here's how.
How do I detect and merge duplicate Companies, People, and Leads?Discover how to detect and merge duplicate companies, people, and leads in Nutshell to keep your data organized and efficient.
Upload/attach files to Companies, People, and LeadsLearn how to upload and attach files to companies, people, and leads in Nutshell from various sources like Google Drive and Box.
How does Nutshell help me find social media information for my contacts?Discover how Nutshell identifies social media information for contacts, enhancing your CRM with vital details.
Maps in Nutshell: view people, companies, and leads on a mapView people, companies, and leads on a map with Nutshell. Easily schedule activities and get directions to your contacts.
Lead channels: Where do your best leads come from?
Prioritize your hot leadsLearn how to prioritize hot leads in Nutshell to boost sales efficiency and close more deals with smart lead management.
Identify sales trends with lead chartsDiscover how to identify insights and trends using lead charts in Nutshell to enhance your team's sales strategy.
Close a lead by changing the lead statusLearn how to effectively close a lead in Nutshell by changing its status to won, lost, or cancelled for better sales tracking.
How to track the value of your leads and measure your sales using productsLearn how to track lead value and measure sales in Nutshell by adding products, adjusting prices, and applying discounts.
Using the Lead BoardManage and track sales effortlessly with Nutshell's Lead Board. Learn how to drag-and-drop leads, sort, filter, and close deals easily.
How should I use the pending status for leads?Learn how to effectively use the pending status for leads in Nutshell to manage and organize your sales workflow efficiently.
Watch another user's leadsLearn to watch another user's leads in Nutshell and receive updates on their progress for effective sales tracking.
Make your lead board work for you and your teamCustomize your lead board in Nutshell to fit team needs. Tailor lead cards and reorder fields for optimal sales tracking.
How to connect your email with NutshellThis article will help you connect your email with Nutshell for seamless integration and efficient communication.
Send an email from NutshellLearn how to effortlessly send emails directly from Nutshell, including using templates, attachments, and signatures.
Organizing your emails in NutshellLearn how to efficiently organize and manage your emails in Nutshell, ensuring a streamlined workflow and improved productivity.
BCC your emails into NutshellLearn how to BCC your emails into Nutshell to track correspondence easily, ensuring all messages attach to the right places.
Email templates
Personal email sequencesLearn how to create, manage, and automate personal email sequences with Nutshell to streamline your outreach and keep leads engaged.
How can I send bulk emails with Nutshell?Discover how to send bulk emails with Nutshell using templates. Streamline your communication with customers efficiently.
How do I hide and share emails?Discover how to hide and share emails in Nutshell, customize sharing settings, and manage email blocklists efficiently.
Can I send emails with attachments?Learn how to send emails with attachments in Nutshell and manage your synced email attachments effectively.
How to track emails sent from NutshellLearn how to track and analyze email engagement in Nutshell. Boost your outreach with detailed insights on opens and clicks.
Add a signature to your emailsCreate and customize email signatures in Nutshell with options for logos, formatting, and images for professional communication.
Email sending limitationsLearn about Nutshell's email sending limits for Gmail, Office 365, and others to avoid restrictions and ensure smooth communication.
Organize and access your email templatesEfficiently manage and organize email templates in Nutshell with centralized access, intuitive grouping, and filtering features.
Should I send a personal email or a marketing email?Learn what the difference is between a personal email vs a marketing email.
Nutshell mobile
Find answers to all your questions about the Nutshell mobile app for Android and IOS.
iOS: General overviewDiscover how to navigate Nutshell's iOS app, manage contacts, and utilize features like reports, maps, and notifications seamlessly.
Android app: General overviewDiscover the features of Nutshell's Android app, including navigation, task management, real-time notifications and more.
iOS: Create activitiesLearn to create and log activities on Nutshell for iPhone. Easily add notes on the go, schedule for future, or log instantly.
Android: Create and log activitiesEasily create and log activities in Nutshell using your Android device. Stay organized with on-the-go notes and scheduling.
iOS: import contacts from your iPhone mobile app to NutshellLearn how to import iPhone contacts to Nutshell with ease. Follow simple steps to manage your contacts efficiently.
Android: Add contacts from Android to NutshellEasily import your Android contacts to Nutshell in a few steps.
iOS: Create companies, people, and leadsUse Nutshell's iOS app to create companies, people, and leads effortlessly while on the move. Simplify your CRM tasks today.
Android: Create Companies, People, and LeadsLearn to create companies, people, and leads on Nutshell's Android app for seamless contact management on the go.
Business card scannerEasily scan business cards with Nutshell to create and manage contacts efficiently.
Nutshell reports overviewLearn what Nutshell's reporting has to offer. Analyze data, forecast trends, and enhance team productivity effortlessly.
Report on your salesThis article will show you how track sales performance, read reports and customize reports.
Report on lost leadsDiscover why you lose leads with Nutshell's Losses report: analyze reasons, segment data, and adjust strategies for better results.
Report on new leadsMonitor and customize your lead volume with Nutshell's new leads report. Analyze prospecting performance and marketing success efficiently.
Report on your sales forecastDiscover how to analyze and forecast sales with customizable reports to ensure your team meets their quotas.
Create a custom report [Nutshell Pro]Learn to create, save, and share custom reports in Nutshell Pro for insightful lead analysis and team collaboration.
Tracking trends over time using the snapshots reportLearn how to track business trends over time with Nutshell's snapshots report, including pipeline size and win rates.
Report on your team's activities [Nutshell Growth]Track team performance with Nutshell Growth's activity report. Customize filters, use the comparison mode, and more.
Report on conversion rates as leads move through your sales funnelAnalyze conversion rates in your sales funnel with Nutshell's funnel report to optimize lead progression and sales success.
Save, share, and download reportsLearn how to save, share, and download reports in Nutshell to easily manage and distribute your key metrics and insights.
Get a full screen wallboardDisplay key sales metrics using the Nutshell Wallboard to motivate and recognize your team. Learn how to set it up easily.
How do Nutshell’s AI-powered summarization features protect my data?Learn how Nutshell's Power AI summarization features protect your data with secure encryption and strict privacy policies.
Nutshell Scheduler: Effortlessly plan, schedule, and manage meetings in NutshellLearn how to plan, schedule, and manage meetings in Nutshell with the Scheduler tool for streamlined scheduling and coordination.
Contact Nutshell SupportNeed help but you're having trouble finding answers? Get in touch with us directly by chat or email.
End User License AgreementEnd User License Agreement for Nutshell, detailing terms for use, security, privacy, and compliance with applicable laws and regulations
Privacy PolicyLearn how Nutshell collects, uses, and protects your personal data with our comprehensive privacy policy.
System Requirements: browser and OS compatibilityExplore Nutshell's browser and OS compatibility requirements for optimal performance on web and mobile applications.
Status & ReliabilityCheck Nutshell's uptime and reliability on our public status page. Subscribe for updates on service status and downtime alerts.
Nutshell pricingExplore Nutshell's pricing plans and CRM add-ons to find the perfect fit for your business needs.
GDPR and NutshellLearn how Nutshell ensures GDPR compliance with robust data security, international data transfers, and data portability tools.
Nutshell GDPR subprocessorsExplore Nutshell's GDPR subprocessors for data privacy and security, including third-party services and infrastructure providers.
Where is the Nutshell Mac App?Learn why Nutshell is no longer available in the Apple App Store and learn how to use Nutshell in your browser.