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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 settingsCustomize your Nutshell account settings for a personalized experience, including company details, reporting, and data entry defaults.
Markets: set up currency to do business internationallySet up multiple currencies in Nutshell to manage international sales and pricing efficiently. Simplify your global business operations.
How do I create users in Nutshell?Learn how to create users in Nutshell to enhance team collaboration. Admins can easily add or remove users to manage access.
Activity types: Create custom activity typesLearn how to create custom activity types in Nutshell to track events with customers and leads.
Getting ready to import? Download our sample CSV fileDownload our sample CSV to easily format and import your contact data into Nutshell's CRM for seamless transition.
How to control which emails sync into your Nutshell accountControl email sync in Nutshell: block specific addresses, manage sensitive info, and customize sync settings for efficient communication.
SQL Access for Nutshell Enterprise customersLearn how Nutshell Enterprise customers can access all their data via standard SQL.
How do I cancel my Nutshell subscription?Learn how to cancel your Nutshell subscription easily. Follow our step-by-step guide to close your account and manage billing.
Can I get a copy of past invoices?Access and download past Nutshell invoices easily for your records by navigating to the billing section in your account settings.
How do I export my Nutshell data?Learn how to export your data from Nutshell easily using export tools, reports, or API. Your data, your way.
How do I update my billing plan and payment information?Learn how to update your Nutshell billing plan and payment info, including user count and accepted payment methods.
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 leadsLearn how to create and manage custom fields in Nutshell for companies, people, and leads to tailor your CRM experience.
Create and use tags in NutshellThis article will help you create, apply, and manage tags in Nutshell to organize and filter your companies, people, and leads efficiently.
Company Types: Create custom designations for your CompaniesCustomize company designations in Nutshell to better organize businesses by their relationship to your company.
Add territories to Companies and People [Nutshell Pro]Learn how to add territories in Nutshell Pro to auto-assign leads to sales reps based on geographic regions, optimizing your sales process.
Organize and report on industriesOrganize and report on different industries in Nutshell to efficiently categorize companies and enhance your business insights.
Create Products to track the value of your leadsCreate products in Nutshell to track lead value, customize sales, and enhance CRM management with ease.
Sources: identify where your Leads come fromIdentify lead sources in Nutshell to optimize your marketing efforts and track where your most valuable leads originate.
Outcomes: Why are you losing and canceling leads?Track and report on lost leads in Nutshell. Improve sales by understanding deal outcomes and automating closures.
Add competitors to report on how they affect your leadsDiscover how to add competitors in Nutshell to evaluate their performance and benchmark it against your own.
Get your data into Nutshell
Learn how to import, add your tags, custom fields, industries, and other organization categories.
Connected forms: track any form submission from your website in NutshellEasily track website form submissions in Nutshell. Connect form fields, manage leads, and get notified instantly.
Track website visitors with Nutshell AnalyticsLearn how Nutshell Analytics uses embedded code to track visitor data and provide insights on website visitors.
Create a form to add new leads and contacts in Nutshell from your websiteCreate forms on your website to seamlessly add new leads and contacts to Nutshell. Automate and streamline your data collection.
Embed Nutshell Forms on your website in Wordpress and other CMS toolsLearn how to embed Nutshell Forms in WordPress and other CMS tools with easy HTML integration steps.
What sources can I import from?Find out how sources you can import into Nutshell, including Office 365, Google, Outlook, and other CRMs with ease.
Nutshell's white glove support servicesDiscover Nutshell's white glove support for seamless data import, email migration, and form setup to enhance your CRM experience.
How do I import companies, people, and leads from a CSV spreadsheet?This article will help you import companies, people, and leads from a CSV into Nutshell easily.
What data can I import into Nutshell?Import data into Nutshell easily: Companies, People, Leads, and more. Follow best practices for a seamless transition.
Importing: Best practicesDiscover best practices for importing data into Nutshell, including file setup, tips, and handling custom fields efficiently.
Prevent duplicates from being created in NutshellLearn tips to keep your Nutshell CRM data clean and organized without duplicates.
How do I see past Imports?Learn how to access, view, and manage past imports in Nutshell with detailed steps and FAQs for seamless data management.
How to migrate from SalesforceLearn how to seamlessly migrate your data from Salesforce to Nutshell with our step-by-step guide for a smooth transition.
Migrate your HubSpot CRM data to NutshellEffortlessly migrate your HubSpot CRM data to Nutshell with our step-by-step guide. Import contacts, companies, and people seamlessly.
Add your customers from QuickBooks to NutshellEasily import your QuickBooks customer list to Nutshell with a few clicks. Simplify your customer management today!
Migrate your data from another CRM to Nutshell with just a few clicks
How to install Nutshell AnalyticsLearn how to install Nutshell Analytics on popular website builders with step-by-step instructions and troubleshooting tips.
Manage your team
Learn all about setting up your team members and structuring your organization in Nutshell.
User settings: viewing permissions and restricting non-administratorsManage user permissions in Nutshell to control access for administrators and non-administrators, ensuring data privacy and security.
Assign leads to your sales reps
Teams: Create teams and add your sales repsCreate teams in Nutshell to streamline sales, assign leads, and set quotas. Manage user permissions for efficient collaboration.
Sales Quotas: Assign quotas to teamsAssign and track sales quotas for teams in Nutshell to effectively manage goals and monitor progress seamlessly.
Activity quotas: make sure your reps are meeting their daily goalsSet activity quotas for sales reps in Nutshell to boost productivity and track daily goals. Learn how to configure and assign quotas.
Adding, removing, and updating user informationLearn how to add, remove and update user information on Nutshell.
How do I remove a team member from my account?Learn how to remove a team member from your Nutshell account and manage your billing plan effectively.
What is sales automation?Learn what sales automation is and how to set it up.
How to create a custom pipeline with Nutshell sales automationCreate custom sales pipelines in Nutshell with automation, stages, and guidance to streamline your sales process.
How do I automatically assign leads to my team members?Automatically assign leads in Nutshell using user assignments, round-robin, and special rules for efficient sales management.
How do I automatically distribute leads into certain pipelines? [Nutshell Growth]Learn how to automatically distribute leads into specific pipelines using Nutshell Pro's lead distribution rules.
How do I automate a lead's progress using stage goals? [Nutshell Growth]Automate lead progression in Nutshell Growth with stage goals to enhance your sales process and achieve measurable success.
How do I create an automated task list?Learn how to create automated task lists in Nutshell to keep your sales reps on track and maximize productivity.
How to automatically send personal email sequences from Nutshell [Pro]Automatically send personalized email sequences in Nutshell Pro to enhance sales engagement and streamline your communication process.
Working with multiple pipelines [Nutshell Pro]Learn how to manage multiple sales pipelines in Nutshell Pro to streamline diverse sales processes and enhance reporting efficiency.
How do I manage my Leads after the sale?Manage leads post-sale with Nutshell Pro: automate follow-through tasks, integrate with MailChimp, and notify teams via Slack.
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 NutshellEasily integrate Calendly with Nutshell to view customer appointments on your calendar. Sync with Google or Office 365 in simple steps.
API keys: Create API keys to integrate 3rd-party apps
Slack: receive Nutshell notifications in your Slack channelsLearn how to integrate Nutshell with Slack to receive instant sales notifications and streamline your team's communication.
Connect Nutshell with Intercom to track chats in your CRMIntegrate Nutshell with Intercom to track chats seamlessly in your CRM and enhance lead management with ease.
Create Quickbooks invoices from Nutshell leadsLearn how to create Quickbooks invoices directly from Nutshell leads effortlessly, streamlining your invoicing process.
Zapier IntegrationThis article will help you connect Nutshell with Zapier apps to automate tasks, streamline workflows, and eliminate double data entry.
Export your contacts to MailchimpLearn how to seamlessly export your Nutshell contacts to Mailchimp for efficient email marketing and audience management.
How can I connect my email marketing service with my sales pipeline? [Nutshell Pro]Integrate MailChimp with Nutshell to automate your sales pipeline and email campaigns seamlessly.
Wufoo integration: Collect leads on your website from form submissionsIntegrate Wufoo with Nutshell to capture leads from form submissions on your website seamlessly.
Unbounce: Add leads to Nutshell from a landing page or your websiteLearn how to integrate Unbounce with Nutshell, to automatically create leads and capture information from form submissions.
PandaDoc: create, send, track, and electronically sign proposals & contractsLearn how to integrate PandaDoc with Nutshell to create, send, and track sales documents like proposals and contracts efficiently.
"Send to" actions: link Nutshell leadsLearn how to configure "Send to" actions in Nutshell to seamlessly share leads with other software applications.
Zendesk: Customer service platform/ticketing systemLearn how to integrate Zendesk with Nutshell to sync customer service tickets seamlessly for improved sales and service team collaboration.
UserVoice: Helpdesk and feedbackIntegrate UserVoice with Nutshell to streamline customer service tickets for your sales team. Here is how to get started.
Skype: initiate Skype calls from Nutshell
Kixie: Integrate Nutshell with your Kixie phone serviceIntegrate Kixie with Nutshell for seamless click-to-call, call recording, and automatic logging. Learn how it works.
RingCentral: Make calls from NutshellIntegrate RingCentral with Nutshell to auto-search by caller ID, enhancing efficiency in managing customer information.
Can I export my People to Google Contacts?Learn to export contacts from Nutshell to Google Contacts using Zapier for seamless integration and automation.
Yesware: Send emails to Nutshell
Trello: Create cards from Nutshell LeadsLearn how to create Trello cards from Nutshell leads using Zapier for seamless workflow automation and integration.
3CX: Integrate Nutshell with your 3CX phone serviceIntegrate Nutshell with 3CX for seamless CRM sync: view records on calls, create contacts, and log call history effortlessly.
RingCentral: Search Nutshell by incoming caller IDIntegrate RingCentral with Nutshell to auto-search by caller ID, enhancing efficiency in managing customer information.
Olark: Live chats integrationIntegrate Olark live chats with Nutshell to automatically log transcripts as activities and enhance customer interaction tracking.
Troubleshooting the Google integrations: Common problems and solutionsLearn how to troubleshoot common issues with Google integrations in Nutshell, including setup errors and data access problems.
CRM IntegrationsLearn where to find and connect integrations in Nutshell.