Effectively manage and automate sales pipeline tasks and activities in Nutshell
Sales automation: Automate lead assignmentLearn how to automatically assign leads to your team members in Nutshell with user assignments, round-robin, and special rules.
Pipelines: Using the pending status for leadsLearn how to effectively use the pending status for leads in Nutshell for efficient sales workflow and lead management and organization.
Pipelines: How do I delete a pipeline?Learn how to delete or archive a pipeline not currently in use by following these simple steps.
Pipeline automation: What is sales automation?Learn what sales automation is, how to set it up, the benefits, and more in this helpful guide.
Pipeline automation: Setting up sales automationLearn how to set up CRM sales automation and streamline your sales process as a Nutshell Pro and above user with these guides & videos.
Pipeline Automation
Automate non-selling tasks to streamline your sales process and allow your team to focus on selling
Pipelines: Working with multiple pipelinesLearn how Nutshell Pro and above users can manage multiple sales pipelines to enhance diverse sales processes and reporting efficiency.
Pipeline automation: Track prospects in NutshellLearn the best practices for tracking prospects in Nutshell, including building prospecting steps and using custom outcomes.
Pipeline automation: Track delivery & fulfillmentLearn how to use Nutshell to efficiently track and manage product or service delivery and fulfillment with custom pipelines and reporting.
Pipeline automation: Decayed lead reassignmentDiscover the steps to automate decayed lead reassignment in Nutshell to an individual or team, ensuring continuous sales momentum and team efficiency.
Pipeline automation: Create automated task listsLearn how to create automated task lists in Nutshell to keep your sales reps on track and maximize productivity.
Pipeline automation: Create a custom pipelineLearn how to create custom sales pipelines in Nutshell with automation, stages, and guidance to streamline your sales process.
Pipeline automation: Automating lead progressLearn how users on Nutshell Growth and above can automate lead progression with stage goals to enhance your sales process.
Pipeline automation: Automatic lead distributionLearn how to automatically distribute leads into specific pipelines using lead distribution rules available to users on Nutshell Pro and above.
Outcomes
Track, examine, and report on why your prospective deals don't convert to sales
Pipeline automation: Manage leads after the saleLearn how users on Nutshell Pro and above can manage leads post-sale with automated follow-through tasks, email marketing, and notifications
Pipeline automation: Automated outcomesAutomatically close leads that don't respond within a specific period and add a reminder to follow up with them at a later stage.
Outcomes: Why you're losing and canceling leadsTrack and report on lost leads in Nutshell. Improve sales by understanding deal outcomes and automating closures.