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New in Nutshell

• New in Nutshell

  • New in Nutshell

    • February 2020: The Shipping News
    • January 2020: The Shipping News
    • January 2020: Constant Contact Integration Launch
    • December 2019: The Shipping News
    • June 2019: The Shipping News - hot leads edition
    • April 2019: The Shipping News - personal email sequences edition
    • November 2018: The Shipping News
    • October 2018: The Shipping News
    • September 7, 2018: Summer upgrades
    • June 19, 2018: More control over your data, more automation
    • May 14, 2018: Recent updates
    • March 7, 2018: Updated SSL certificates for API users
    • February 1, 2018: A warm, new design
    • January 23, 2018: Nutshell for Gmail, and more
    • November 2017: Report on your activities with leads
    • October 2017: Bring Nutshell to your inbox with the Outlook add-in
    • July 5, 2017: Email attachments
    • June 2017: Drag, drop and toggle!
    • April 2017: Powerful new reports to gain sales insights
    • March 2017: Filtering upgrades, negative filters, and more

• Using Nutshell

  • FAQ

    • Getting started with Nutshell: a setup guide for users
    • A short Nutshell dictionary
    • Nutshell FAQs
    • How do I cancel my trial?
    • I am trying to disable a user and am getting a reassignment error message
    • I need help establishing my SMTP settings!
    • How do I change the ownership of my Nutshell account?
    • How do I choose my default email client?
    • How do I revert a past import?
    • How do I delete a pipeline?
    • My email or calendar sync stopped working. What should I do?
    • What do I get if I upgrade from Nutshell Classic to Nutshell Pro?
    • Get help ordering Arby’s

  • My Nutshell account

    • ★ How do I sync my Gmail?
    • ★ How do I sync my Office 365 email?
    • Sync Google Calendar with Nutshell
    • Chrome extension for Gmail
    • Sync your Office 365 calendar
    • Microsoft Outlook Add-In
    • Send outbound emails using SMTP settings and forward inbound emails using BCC
    • Click-to-call: Call contacts from your browser [Nutshell Pro]
    • Updating your Nutshell profile
    • Notifications: Receive alerts about what happens in Nutshell
    • How to view Nutshell activities in applications like Apple Calendar, Google Calendar, or Microsoft Outlook
    • Trash can: recover accidentally deleted items
    • Troubleshooting the Nutshell Mac app
    • Twitter: See stats on your People and Companies

  • My Dashboard

    • How do I customize my dashboard cards?
    • Where are my activities and tasks?
    • What is the Nutshell timeline?
    • How do I schedule and log activities?
    • Tasks: Use tasks to schedule reminders
    • How can I get reminders to follow up with my contacts?

  • Using Companies, People, and Leads

    • ★ Create new companies, people, and leads
    • Working with lists of Companies, People, and Leads
    • How do I edit, bulk edit, and delete companies, people, and leads?
    • How to comment on timeline entries and mention your teammates
    • How do I detect and merge duplicate Companies, People, and Leads?
    • Upload/attach files to Companies, People, and Leads
    • How does Nutshell help me find social media information for my contacts?
    • Maps in Nutshell: view people, companies, and leads on a map

  • Using leads for sales tracking

    • Prioritize your hot leads
    • Identify sales trends with lead charts
    • How to close a lead
    • How to track the value of your leads and measure your sales using products
    • Using the Lead Board
    • Pending Leads
    • Watch another user's leads

  • The basics of email

    • Send an email from Nutshell
    • Organizing your emails in Nutshell
    • BCC your emails into Nutshell
    • Email templates
    • Email sequences [Nutshell Pro]
    • How can I send bulk emails with Nutshell?
    • How do I hide and share emails?
    • Can I send emails with attachments?
    • Email view tracking
    • Add a signature to your emails
    • Email sending limitations

  • Nutshell mobile

    • iOS: General overview
    • Android app: General overview
    • iOS: Create activities
    • iOS: Add contacts from your iPhone to Nutshell
    • Android: Add contacts from Android to Nutshell
    • iOS: Create companies, people, and leads
    • Android: Create companies, people, and leads
    • Business card scanner

  • Reporting

    • Nutshell reports overview
    • Report on your sales
    • How can I pull a Losses report?
    • New Leads report
    • How do I create a forecast report?
    • Custom report
    • Snapshots: Tracking your Trends
    • Activity report [Nutshell Pro]
    • Funnel report [Nutshell Pro]
    • Save, share, and download reports
    • What is the Nutshell wallboard?

  • About Nutshell

    • ★ Contact Nutshell
    • End User License Agreement
    • Privacy Policy
    • System Requirements: browser and OS compatibility
    • Status & Reliability
    • Nutshell pricing
    • GDPR and Nutshell
    • Nutshell GDPR subprocessors

• Configuring Nutshell

  • Getting started for admins

    • Getting started with Nutshell: a setup guide for admins
    • Am I an admin?
    • Customize your new Nutshell account settings
    • Markets: set up currency to do business internationally
    • How do I add my colleagues to Nutshell?
    • Activity types: Create custom activity types
    • Getting ready to import? Download our sample CSV file

  • Billing

    • How do I update my billing plan and payment information?
    • How do I cancel my Nutshell subscription?
    • Can I get a copy of past invoices?
    • How do I export my Nutshell data?

  • Organize your information

    • Custom fields for companies, people, and leads
    • Create and use tags in Nutshell
    • Company Types: Create custom designations for your Companies
    • Add territories to Companies and People
    • Organize and report on industries
    • Create Products to track the value of your leads
    • Sources: identify where your Leads come from
    • Outcomes: Why are you losing and canceling leads?
    • Add competitors to report on how they affect your leads

  • Get your data into Nutshell

    • ★ How do I import companies, people, and leads from a CSV spreadsheet?
    • What sources can I import from?
    • Need help importing your data?
    • What data can I import into Nutshell?
    • Importing: Best practices
    • Prevent duplicates from being created in Nutshell
    • How do I see past Imports?
    • Migrating from Salesforce
    • Migrate your HubSpot CRM data to Nutshell
    • Add your customers from QuickBooks to Nutshell
    • One-click migration from Highrise
    • How do I migrate my data from Batchbook to Nutshell?

  • Manage your team

    • User settings: viewing permissions and restricting non-administrators
    • Assign leads to your sales reps
    • Teams: Create teams and add your sales reps
    • How do I remove a team member from my account?
    • Sales Quotas: Assign quotas to teams
    • Activity quotas: make sure your reps are meeting their daily goals

  • Sales automation

    • What is sales automation?
    • How to create a custom pipeline with Nutshell sales automation
    • How do I automatically assign leads to my team members?
    • How do I automatically distribute leads into certain pipelines? [Nutshell Pro]
    • How do I automate a lead's progress using stage goals? [Nutshell Pro]
    • How do I create an automated task list? [Nutshell Pro]
    • Working with multiple pipelines [Nutshell Pro]
    • How do I manage my Leads after the sale? [Nutshell Pro]
    • How can I automate my email marketing with Nutshell? [Nutshell Pro]

  • Team-wide email and calendar settings

    • Sync Nutshell activities to your Exchange calendar
    • What should I do if my Gmail is no longer syncing with Nutshell?

  • Connect Nutshell with your other apps

    • ★ Constant Contact: Connect your email marketing with Nutshell
    • Create Quickbooks invoices from Nutshell leads
    • API keys: Create API keys to integrate 3rd-party apps
    • Slack: receive Nutshell notifications in your Slack channels
    • Connect Nutshell with Intercom to track chats in your CRM
    • Connect Nutshell to your other tools using Zapier
    • MailChimp: Export your contacts to specific MailChimp audiences
    • Wufoo: Collect leads from form submissions
    • HubSpot: Connect your companies, people, and leads with your marketing content
    • Unbounce: Add leads to Nutshell from a landing page or your website
    • PandaDoc: create, send, track, and electronically sign proposals & contracts
    • "Send to" actions: add Nutshell lead data to your other applications
    • Zendesk: Customer service platform/ticketing system
    • UserVoice: Helpdesk and feedback
    • Skype: initiate Skype calls from Nutshell
    • Kixie: Integrate Nutshell with your Kixie phone service
    • RingCentral: Make calls from Nutshell
    • Can I export my People to Google Contacts?
    • Yesware: Send emails to Nutshell
    • Trello: Create cards from Nutshell Leads
    • 3CX: Integrate Nutshell with your 3CX phone service
    • RingCentral: Search Nutshell by incoming caller ID
    • LiveChat: Live chat integration
    • Olark: Live chats integration
    • Troubleshooting the Google integrations: Common problems and solutions

• Training videos

  • Learn the basics

    • 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

    • How to import your contacts
    • Updating billing and user information

  • Nutshell Pro

    • ★ What do I get with Nutshell Pro?
    • How to set up sales automation [Nutshell Pro]
    • Introduction to email sequences [Nutshell Pro]
    • How to set up and use click-to-call [Nutshell Pro]
    • How to use the activity report [Nutshell Pro]
    • How to use the funnel report [Nutshell Pro]

  • Webinars

    • ★ New user webinar: hit the ground running and learn the basics of Nutshell
    • ★ New Nutshell Admin Lunch and Learn
    • Register for a demo

• Best Practices

  • Protips and workflows

    • How do I customize my dashboard to help me stay focused on my goals?
    • How to connect your appointment scheduler with Nutshell
    • How to send text messages to your prospects with Nutshell
    • What integration should I use to create Leads in Nutshell from my website?
    • Including an 'opt-out' or 'unsubscribe' option when sending emails from 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?
    • 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? [Nutshell Pro]
    • See your Nutshell contacts on your Android phone for caller ID
    • Clone leads to eliminate data entry for repeat sales

  • Getting more out of your Nutshell reports

    • How can I import and report on my past sales?
    • Calculating commission

  • Industry-specific use cases

    • How to set up Nutshell for recruiting
    • How to set up Nutshell for real estate