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.