All Collections
Training videos
Watch and learn about Nutshell features and best practices.
Learn the basics
Check out this series of short videos for getting started with your Nutshell account or to explore new features.
How to create new companies and peopleLearn how to create new companies and people in Nutshell easily with step-by-step instructions video.
How to create and use leadsLearn how to create and manage leads through the sales pipeline, and track lead progress effectively.
Activities and tasksDistinguish between activities and tasks in Nutshell to optimize workflow.
How to use the dashboardThis articles shows you how to use your dashboard cards, manage activities, and view timelines from the Nutshell dashboard.
How to collaborate with your teamDiscover how to collaborate in Nutshell by managing notifications, mentioning users, and navigating your dashboard effectively.
How to use the Sales ReportDiscover how to utilize Nutshell’s sales report for enhanced sales tracking and performance analysis.
How to filter your companies, people, and leadsDiscover how to filter, sort and customize Nutshell lists to efficiently manage your lists.
How to bulk edit People, Companies, and LeadsLearn how to efficiently bulk edit People, Companies, and Leads in Nutshell with these easy steps for impactful contact management.
How to use the lead viewsDiscover how to utilize Nutshell's lead views—Board, List, Map, and Chart—to swiftly access lead information tailored to your preferences.
How to search for companies, people, and leads in NutshellLearn how to easily search for companies, people, and leads in Nutshell with our step-by-step tutorial.
Set up your account
For admins: get set up in Nutshell so your team can hit the ground running.
How to import your contactsLearn how to seamlessly import contacts into Nutshell from a CSV file with our step-by-step guides and helpful tips.
How to create teams in NutshellLearn how to create teams in Nutshell to organize reps, manage leads, set quotas, and control data visibility efficiently.
How to set up sales automation [Nutshell Pro]Learn how to set up sales automation in Nutshell Pro with helpful guides and videos to streamline your sales process.
Introduction to email sequences [Nutshell Pro]Automate your email follow-ups with Nutshell Pro. Learn how to set up email sequences effortlessly and improve your workflow.
How to set up and use click-to-call [Nutshell Pro]This article helps you set up and use click-to-call in Nutshell Pro to streamline your communication and improve efficiency.
How to use the activity reportDiscover how to use the activity report to track and analyze your team's performance effectively.
How to use the funnel report [Nutshell Pro]
Webinars
Recordings of our live webinars including deep dives into features. Become a super user!
Register for a demoRegister for a live Nutshell demo to get started with our CRM, gain tips, and ask questions.
Nutshell Best Practices WebinarJoin Nutshell's Best Practices Webinar to master dashboards, pipeline management, and email marketing. Register for the next session!