When you first download Nutshell, you’ll first notice the beautiful login/signup screen. If you have yet to sign up for a trial, give it a whirl! The trial is free, and the benefit is endless.
Once you log in, you’ll see the Home screen, a company, Facebook-like/Twitter-like feed of all the good stuff that’s happening across your company.
Here, you can see a list of all your upcoming Activities and Tasks. It's a great way to see visualize your day, and keep in touch with your Companies, People, and Leads!
In the top right-hand corner, you’ll see a menu button, which contains: Home icon, Companies/People/Leads icon, + icon (create button), Reports icon, Search icon, About icon, and Feedback & help icon.
Create Companies, People, Leads, Activities, & Tasks
Use the menu button and the + icon (create button) to quickly create Companies, People, Leads, Activities, & Tasks and to quickly scan business cards.
Each page will allow you to search based on Name, phone number, email address, optional description, etc.
The Companies and People pages will allow you to switch between the Info page, where contact information can be found; the Timeline, where a history of contact can be viewed; the Leads page, which will show all historical Leads for that Company or Person; and the To Do page, which will give you a list of any Activities and Tasks you have with that entity.
You can also filter by lead statuses, on the Leads page. Learn more about Pending Leads.
You can scroll through templated reports like New leads, Pipeline, Sales, Win rate, Sales cycle, Activity effort, and Leads on time.
On the “Reports” page you’ll see a filter icon in the upper right to choose different reporting parameters.
Lastly, the search icon will allow you to search through Companies, People, and Leads. Immediately, you’ll see all recently viewed entities. To search, tap the top and begin typing
The bell icon in Nutshell is your Notifications drop-down where you’ll see a concise list of everything that you’ve opted in to be notified about.
Feedback & Support
On the Navigation Menu screen, just below the About section, is the Feedback & Support page. You’ll be able to learn more about Nutshell through helpful knowledge base articles.