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.
By Andy1 author9 articles
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