What is sales automation?Learn what sales automation is and how to set it up.
How to create a custom pipeline with Nutshell sales automationCreate custom sales pipelines in Nutshell with automation, stages, and guidance to streamline your sales process.
How do I automatically assign leads to my team members?Automatically assign leads in Nutshell using user assignments, round-robin, and special rules for efficient sales management.
How do I automatically distribute leads into certain pipelines? [Nutshell Pro]Learn how to automatically distribute leads into specific pipelines using Nutshell Pro's lead distribution rules.
How do I automate a lead's progress using stage goals? [Nutshell Pro]Automate lead progression in Nutshell Pro with stage goals to enhance your sales process and achieve measurable success.
How do I create an automated task list?Learn how to create automated task lists in Nutshell to keep your sales reps on track and maximize productivity.
How to automatically send personal email sequences from Nutshell [Pro]Automatically send personalized email sequences in Nutshell Pro to enhance sales engagement and streamline your communication process.
Working with multiple pipelines [Nutshell Pro]Learn how to manage multiple sales pipelines in Nutshell Pro to streamline diverse sales processes and enhance reporting efficiency.
How do I manage my Leads after the sale?Manage leads post-sale with Nutshell Pro: automate follow-through tasks, integrate with MailChimp, and notify teams via Slack.