Hello! We’re here to help.
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Using Nutshell
Get 24/7 help and support with our collection of instructional articles and videos.
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Configuring Nutshell
New to Nutshell? Start selling in no time with these guides for admins.
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Nutshell Marketing
Learn how to create and send marketing emails and report on their success.
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Training videos
Watch and learn about Nutshell features and best practices.
New in Nutshell
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New in Nutshell
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Nutshell Marketing
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Using Nutshell
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FAQ
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Getting started with Nutshell: a setup guide for users
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A short Nutshell dictionary
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Nutshell FAQs
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How do I cancel my trial?
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I am trying to disable a user and am getting a reassignment error message
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I need help establishing my SMTP settings!
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How do I change the ownership of my Nutshell account?
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How do I choose my default email client?
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How do I revert a past import?
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How do I delete a pipeline?
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My email or calendar sync stopped working. What should I do?
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What do I get if I upgrade from Nutshell Classic to Nutshell Pro?
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Get help ordering Arby’s
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Getting started with Nutshell: a setup guide for users
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My Nutshell account
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Gmail sync FAQ
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Office 365 email sync FAQ
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Sync Google Calendar with Nutshell
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Chrome extension for Gmail
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Sync your Office 365 calendar
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Microsoft Outlook Add-In
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Send emails from Nutshell using SMTP and add inbound emails to Nutshell using BCC
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Click-to-call: Call contacts from your browser [Nutshell Pro]
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Updating your Nutshell profile
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Notifications: Receive alerts about what happens in Nutshell
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How to view Nutshell activities in an external calendar
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Trash can: recover accidentally deleted items
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Troubleshooting the Nutshell Mac app
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Twitter: See stats on your People and Companies
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Gmail sync FAQ
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My Dashboard
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Using Companies, People, and Leads
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Create new companies, people, and leads
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Select the primary contact person at a company
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Working with lists of Companies, People, and Leads
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How do I edit, bulk edit, and delete companies, people, and leads?
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How to comment on timeline entries and mention your teammates
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How do I detect and merge duplicate Companies, People, and Leads?
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Upload/attach files to Companies, People, and Leads
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How does Nutshell help me find social media information for my contacts?
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Maps in Nutshell: view people, companies, and leads on a map
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Create new companies, people, and leads
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Using leads for sales tracking
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The basics of email
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How to connect your email with Nutshell
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Send an email from Nutshell
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Organizing your emails in Nutshell
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BCC your emails into Nutshell
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Email templates
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Email sequences [Nutshell Pro]
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How can I send bulk emails with Nutshell?
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How do I hide and share emails?
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Can I send emails with attachments?
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How to track emails sent from Nutshell
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Add a signature to your emails
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Email sending limitations
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How to connect your email with Nutshell
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Nutshell mobile
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iOS: General overview
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Android app: General overview
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iOS: Create activities
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Android: Create and log activities
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iOS: Add contacts from your iPhone to Nutshell
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Android: Add contacts from Android to Nutshell
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iOS: Create companies, people, and leads
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Android: Create Companies, People, and Leads
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Business card scanner
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iOS: General overview
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Reporting
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Nutshell reports overview
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Report on your sales
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How can I pull a Losses report?
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New Leads report
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How do I create a forecast report?
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Custom report
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Snapshots: Tracking your Trends
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Activity report [Nutshell Pro]
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Funnel report [Nutshell Pro]
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Save, share, and download reports
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What is the Nutshell wallboard?
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Nutshell reports overview
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About Nutshell
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Configuring Nutshell
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Getting started for admins
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Getting started with Nutshell: a setup guide for admins
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Am I an admin?
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Customize your new Nutshell account settings
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Markets: set up currency to do business internationally
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How do I add my colleagues to Nutshell?
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Activity types: Create custom activity types
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Getting ready to import? Download our sample CSV file
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Getting started with Nutshell: a setup guide for admins
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Billing
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Organize your information
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Custom fields for companies, people, and leads
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Create and use tags in Nutshell
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Company Types: Create custom designations for your Companies
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Add territories to Companies and People
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Organize and report on industries
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Create Products to track the value of your leads
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Sources: identify where your Leads come from
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Outcomes: Why are you losing and canceling leads?
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Add competitors to report on how they affect your leads
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Custom fields for companies, people, and leads
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Get your data into Nutshell
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How do I import companies, people, and leads from a CSV spreadsheet?
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What sources can I import from?
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Need help importing your data?
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What data can I import into Nutshell?
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Importing: Best practices
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Prevent duplicates from being created in Nutshell
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How do I see past Imports?
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How to migrate from Salesforce
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Migrate your HubSpot CRM data to Nutshell
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Add your customers from QuickBooks to Nutshell
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One-click migration from Highrise
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How do I import companies, people, and leads from a CSV spreadsheet?
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Manage your team
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Sales automation
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What is sales automation?
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How to create a custom pipeline with Nutshell sales automation
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How do I automatically assign leads to my team members?
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How do I automatically distribute leads into certain pipelines? [Nutshell Pro]
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How do I automate a lead's progress using stage goals? [Nutshell Pro]
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How do I create an automated task list? [Nutshell Pro]
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How to send automated emails from Nutshell [Pro]
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Working with multiple pipelines [Nutshell Pro]
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How do I manage my Leads after the sale? [Nutshell Pro]
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How can I automate my email marketing with Nutshell? [Nutshell Pro]
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What is sales automation?
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Connect Nutshell with your other apps
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API keys: Create API keys to integrate 3rd-party apps
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Constant Contact: Send marketing emails based on Nutshell pipeline stage
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Slack: receive Nutshell notifications in your Slack channels
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Connect Nutshell with Intercom to track chats in your CRM
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Create Quickbooks invoices from Nutshell leads
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Connect Nutshell to your other tools using Zapier
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Mailchimp: Export your contacts to specific Mailchimp audiences
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Wufoo: Collect leads from form submissions
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HubSpot: Connect your companies, people, and leads with your marketing content
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Unbounce: Add leads to Nutshell from a landing page or your website
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PandaDoc: create, send, track, and electronically sign proposals & contracts
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"Send to" actions: add Nutshell lead data to your other applications
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Zendesk: Customer service platform/ticketing system
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UserVoice: Helpdesk and feedback
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Skype: initiate Skype calls from Nutshell
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Kixie: Integrate Nutshell with your Kixie phone service
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RingCentral: Make calls from Nutshell
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Can I export my People to Google Contacts?
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Yesware: Send emails to Nutshell
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Trello: Create cards from Nutshell Leads
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3CX: Integrate Nutshell with your 3CX phone service
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RingCentral: Search Nutshell by incoming caller ID
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LiveChat: Live chat integration
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Olark: Live chats integration
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Troubleshooting the Google integrations: Common problems and solutions
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API keys: Create API keys to integrate 3rd-party apps
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Training videos
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Learn the basics
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How to create new companies and people
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How to create and use leads
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Activities and tasks
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Nutshell Personal Inbox
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How to use the dashboard
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How to collaborate with your team
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How to use the Sales Report
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How to filter your companies, people, and leads
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How to bulk edit People, Companies, and Leads
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How to use the lead views
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How to search for companies, people, and leads in Nutshell
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How to create new companies and people
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Set up your account
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Nutshell Pro
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Webinars
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Best Practices
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Protips and workflows
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Lists: Best Practices
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Work faster using keyboard shortcuts
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Using Nutshell to track your product or service delivery and fulfillment
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How do I customize my dashboard to help me stay focused on my goals?
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How to connect your appointment scheduler with Nutshell
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How to send text messages to your prospects with Nutshell
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What integration should I use to create Leads in Nutshell from my website?
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Tracking Recurring Revenue
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Including an 'opt-out' or 'unsubscribe' option when sending emails from Nutshell
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Automatically close leads that don't respond, with a reminder to follow up later
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What is the best way to track prospects in Nutshell?
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How can I import my existing Nutshell contacts to Google Contacts?
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How do I format my file to import parent-child companies?
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How to print from Nutshell
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How should I configure my email-sharing settings in Nutshell as a manager?
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How can I automatically reassign my decayed Leads to another individual or team? [Nutshell Pro]
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See your Nutshell contacts on your Android phone for caller ID
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Clone leads to eliminate data entry for repeat sales
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Lists: Best Practices
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Getting more out of your Nutshell reports
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Industry-specific use cases
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Nutshell Changelog
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Nutshell Changelog
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December 2019: The Shipping News
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April 2019: The Shipping News - personal email sequences edition
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June 2019: The Shipping News - hot leads edition
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November 2018: The Shipping News
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October 2018: The Shipping News
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September 7, 2018: Summer upgrades
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June 19, 2018: More control over your data, more automation
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May 14, 2018: Recent updates
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April 2017: Powerful new reports to gain sales insights
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March 2017: Filtering upgrades, negative filters, and more
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July 5, 2017: Email attachments
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March 7, 2018: Updated SSL certificates for API users
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February 1, 2018: A warm, new design
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January 23, 2018: Nutshell for Gmail, and more
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October 2017: Bring Nutshell to your inbox with the Outlook add-in
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November 2017: Report on your activities with leads
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June 2017: Drag, drop and toggle!
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December 2019: The Shipping News
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Popular articles
- Create new companies, people, and leads
- How to connect your email with Nutshell
- Contact Nutshell
- How do I import companies, people, and leads from a CSV spreadsheet?
- What do I get with Nutshell Pro?
- New user webinar: hit the ground running and learn the basics of Nutshell
- New Nutshell Admin Lunch and Learn