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.