iOS: Create companies, people, and leads

Use Nutshell's mobile app to add contacts on the road.

In Nutshell, People represent individuals, Companies represent individual companies, and Leads represent business deals with your companies and people.

Create a Company

Add a name, an optional description, add a phone number, and an email address. Tap the check icon in the top right of the screen to save

Create a Person

Add a name and an email address. Tap the check icon in the top right of the screen to save

Create a Lead

For Leads, quickly choose from existing Companies and People to whom the Lead should be attached. Choose a market if you wish, adjust the confidence level, and the estimated close date.Tap the check icon in the top right of the screen to save

Next steps

• iOS: General overview
• iOS: Import iPhone contacts
• Business card scanner
• Create new Companies, People, and Leads