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.