Nutshell tips and tricks to get the most out of the world's favorite CRM.
By Andy1 author19 articles
Lists: Best Practices
Work faster using keyboard shortcuts
Using Nutshell to track your product or service delivery and fulfillment
How do I customize my dashboard to help me stay focused on my goals?
How to send text messages to your prospects with Nutshell
Tracking Recurring Revenue
Automatically close leads that don't respond, with a reminder to follow up later
What is the best way to track prospects in Nutshell?
How can I import my existing Nutshell contacts to Google Contacts?
How do I format my file to import parent-child companies?
How to print from Nutshell
How should I configure my email-sharing settings in Nutshell as a manager?
How can I automatically reassign my decayed Leads to another individual or team?
See your Nutshell contacts on your Android phone for caller ID
Clone leads to eliminate data entry for repeat sales