Lists: Best PracticesDiscover best practices for creating and saving lists in Nutshell to streamline workflows and enhance team productivity.
Work faster using keyboard shortcutsBoost productivity in Nutshell with keyboard shortcuts.
Using Nutshell to track your product or service delivery and fulfillmentLearn how to use Nutshell to efficiently track and manage product or service delivery and fulfillment with custom pipelines and reporting.
How do I customize my dashboard to help me stay focused on my goals?Customize your Nutshell dashboard with tailored cards to stay focused on your goals across different departments.
How to send text messages to your prospects with NutshellDiscover how to send text messages to prospects using Nutshell with TextMagic integration and Zapier automation.
Tracking Recurring RevenueLearn different ways how to track recurring revenue in Nutshell.
Automatically close leads that don't respond, with a reminder to follow up later
What is the best way to track prospects in Nutshell?Learn the best practices for tracking prospects in Nutshell, including building prospecting steps and using custom outcomes.
How can I import my existing Nutshell contacts to Google Contacts?Discover how to import your Nutshell contacts to Google Contacts easily using CSV export and manual importing for seamless integration.
How do I import parent-child companies?Learn to import parent-child companies into Nutshell efficiently, ensuring correct hierarchy and data organization.
How to print from NutshellLearn how to print reports and lists from Nutshell by exporting data or using your browser's print function for a hard copy.
How should I configure my email-sharing settings in Nutshell as a manager?Learn how to configure email-sharing settings in Nutshell as a manager to optimize team collaboration and maintain privacy.
How can I automatically reassign my decayed Leads to another individual or team?Here is steps to automate the reassignment of decayed leads in Nutshell to ensure continuous sales momentum and team efficiency.
See your Nutshell contacts on your Android phone for caller IDLearn how to sync Nutshell contacts to your Android for caller ID, ensuring you always know who's calling.
Clone leads to eliminate data entry for repeat salesClone leads in Nutshell to save time on repeat sales by easily duplicating lead information for efficiency in customer management.
Turn email subscribers into sales leadsTurn your email subscribers into sales leads by utilizing engagement filters and targeted recipient lists in Nutshell.
Create multiple leads instantly from any contact listLearn how to create multiple leads from any contact list in Nutshell. Streamline your lead management with ease.
ADA & Accessibility TipsHere are some tips on how to use app.nutshell.com if you have any visual impairments.