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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 people
How to create and use leads
Activities and tasks
How to use the dashboard
How to collaborate with your team
How to use the Sales Report
How to filter your companies, people, and leads
How to bulk edit People, Companies, and Leads
How to use the lead views
How to search for companies, people, and leads in Nutshell
Set up your account
For admins: get set up in Nutshell so your team can hit the ground running.
Updating billing and user information
How to import your contacts
How to create teams in Nutshell
Webinars
Recordings of our live webinars including deep dives into features. Become a super user!
Register for a demo
Nutshell Best Practices Webinar