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Configuring Nutshell
New to Nutshell? Start selling in no time with these guides for admins.
Getting started for admins
Learn how to configure your Nutshell account for your sales team so they can hit the ground running.
Customize your new Nutshell account settings
Markets: set up currency to do business internationally
How do I create users in Nutshell?
Activity types: Create custom activity types
Getting ready to import? Download our sample CSV file
How to control which emails sync into your Nutshell account
Organize your information
Customizing your business organization in Nutshell is easy, and important for tracking the key data you need to make informed decisions about your customers and sales.
Custom fields for companies, people, and leads
Create and use tags in Nutshell
Company Types: Create custom designations for your Companies
Add territories to Companies and People [Nutshell Pro]
Organize and report on industries
Create Products to track the value of your leads
Sources: identify where your Leads come from
Outcomes: Why are you losing and canceling leads?
Add competitors to report on how they affect your leads
Get your data into Nutshell
Learn how to import, add your tags, custom fields, industries, and other organization categories.
VisitorIQ: Track and convert website visitors into sales opportunities
Connected forms: track any form submission from your website in Nutshell
Track website visitors with Nutshell Analytics
Create a form to add new leads and contacts in Nutshell from your website
Embed Nutshell Forms on your website in Wordpress and other CMS tools
What sources can I import from?
Nutshell's white glove support servicesGet
How do I import companies, people, and leads from a CSV spreadsheet?
What data can I import into Nutshell?
Importing: Best practices
Prevent duplicates from being created in Nutshell
How do I see past Imports?
How to migrate from Salesforce
Migrate your HubSpot CRM data to Nutshell
Add your customers from QuickBooks to Nutshell
Migrate your data from another CRM to Nutshell with just a few clicks
Manage your team
Learn all about setting up your team members and structuring your organization in Nutshell.
User settings: viewing permissions and restricting non-administrators
Assign leads to your sales reps
Teams: Create teams and add your sales reps
Sales Quotas: Assign quotas to teams
Activity quotas: make sure your reps are meeting their daily goals
Adding, removing, and updating user information
How do I remove a team member from my account?
What is sales automation?
How to create a custom pipeline with Nutshell sales automation
How do I automatically assign leads to my team members?
How do I automatically distribute leads into certain pipelines? [Nutshell Pro]
How do I automate a lead's progress using stage goals? [Nutshell Pro]
How do I create an automated task list?
How to automatically send personal email sequences from Nutshell [Pro]
Working with multiple pipelines [Nutshell Pro]
How do I manage my Leads after the sale?
Connect Nutshell with your other apps
Find answers to all of your questions about Nutshell integrations, data imports, and find information about our open API.
How to connect Calendly with Nutshell
API keys: Create API keys to integrate 3rd-party apps
Slack: receive Nutshell notifications in your Slack channels
Connect Nutshell with Intercom to track chats in your CRM
Create Quickbooks invoices from Nutshell leads
Connect Nutshell to your other tools using Zapier
Export your contacts to Mailchimp
How can I connect my email marketing service with my sales pipeline? [Nutshell Pro]
Wufoo integration: Collect leads on your website from form submissions
Unbounce: Add leads to Nutshell from a landing page or your website
PandaDoc: create, send, track, and electronically sign proposals & contracts
"Send to" actions: link Nutshell leads
Zendesk: Customer service platform/ticketing system
UserVoice: Helpdesk and feedback
Skype: initiate Skype calls from Nutshell
Kixie: Integrate Nutshell with your Kixie phone service
RingCentral: Make calls from Nutshell
Can I export my People to Google Contacts?
Yesware: Send emails to Nutshell
Trello: Create cards from Nutshell Leads
3CX: Integrate Nutshell with your 3CX phone service
RingCentral: Search Nutshell by incoming caller ID
Olark: Live chats integration
Troubleshooting the Google integrations: Common problems and solutions