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Using Nutshell
Get 24/7 help and support with our collection of instructional articles and videos.
H
FAQ
Get answers to the most frequently asked questions about Nutshell!
Getting started with Nutshell: a setup guide so you can hit the ground running on day one
A short Nutshell dictionary
Nutshell FAQs
How do I cancel my trial?
I am trying to disable a user and am getting a reassignment error message
I'm getting an error with my SMTP settings!
How do I change the ownership of my Nutshell account?
How do I choose my default email client?
How do I revert a past import?
How do I delete a pipeline?
My email or calendar sync stopped working. What should I do?
What do I get if I upgrade from Nutshell Classic to Nutshell Pro?
Get help ordering Arby’s
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 Nutshell
Gmail sync FAQ
Office 365 email sync FAQ
How do I sync my Gmail?
Sync Google Calendar with Nutshell
Chrome extension for Gmail
Sync your Office 365 calendar
Microsoft Outlook Add-In
Send emails from Nutshell using SMTP and add inbound emails to Nutshell using BCC
Click-to-call: Call contacts from your browser [Nutshell Pro]
Updating your Nutshell profile
Notifications: Receive alerts about what happens in Nutshell
How to view Nutshell activities in an external calendar
Trash can: recover accidentally deleted items
Troubleshooting the Nutshell Mac app
Twitter: See stats on your People and Companies
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 timeline
How do I customize my dashboard cards?
Where are my activities and tasks?
How do I schedule and log activities?
Tasks: Use tasks to schedule reminders
How can I get reminders to follow up with my contacts?
Customize your ‘Add new’ dialog for companies, people, and leads
Pinned Notes: Pin important notes to the top of your timeline
Easily Associate Emails with the Correct Lead in Nutshell
Select the primary contact person at a company
Create new companies, people, and leads
Working with lists of Companies, People, and Leads
How do I edit, bulk edit, and delete companies, people, and leads?
How to react and comment on timeline entries and mention your teammates
How do I detect and merge duplicate Companies, People, and Leads?
Upload/attach files to Companies, People, and Leads
How does Nutshell help me find social media information for my contacts?
Maps in Nutshell: view people, companies, and leads on a map
Lead channels: Where do your best leads come from?
Prioritize your hot leads
Identify sales trends with lead charts
Close a lead by changing the lead status
How to track the value of your leads and measure your sales using products
Using the Lead Board
How should I use the pending status for leads?
Watch another user's leads
How to connect your email with Nutshell
Send an email from Nutshell
Organizing your emails in Nutshell
BCC your emails into Nutshell
Email templates
Personal email sequences [Nutshell Pro]
How can I send bulk emails with Nutshell?
How do I hide and share emails?
Can I send emails with attachments?
How to track emails sent from Nutshell
Add a signature to your emails
Email sending limitations
Organize and access your email templates
Nutshell mobile
Find answers to all your questions about the Nutshell mobile app for Android and IOS.
iOS: General overview
Android app: General overview
iOS: Create activities
Android: Create and log activities
iOS: import contacts from your iPhone mobile app to Nutshell
Android: Add contacts from Android to Nutshell
iOS: Create companies, people, and leads
Android: Create Companies, People, and Leads
Business card scanner
Nutshell reports overview
Report on your sales
Report on lost leads [Nutshell Pro]
Report on new leads
Report on your sales forecast [Nutshell Pro]
Create a custom report [Nutshell Pro]
Tracking trends over time using the snapshots report [Nutshell Pro]
Report on your team's activities [Nutshell Pro]
Report on conversion rates as leads move through your sales funnel
Save, share, and download reports
Get a full screen wallboard
How do Nutshell’s Power AI summarization features protect my data?
Nutshell Scheduler: Effortlessly plan, schedule, and manage meetings in Nutshell
Contact Nutshell SupportNeed help but you're having trouble finding answers? Get in touch with us directly by chat or email.
End User License Agreement
Privacy Policy
System Requirements: browser and OS compatibility
Status & Reliability
Nutshell pricing
GDPR and Nutshell
Nutshell GDPR subprocessors
Where is the Nutshell Mac App?