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.