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.