Organize your companies by their relationship to your business.
Company types are a great way to differentiate the kinds of companies you add, import, and manage in Nutshell. Use company types to label your companies based on their relationship to your business - are they a Customer? Supplier? Vendor? Create company types for easily accessible filters on your company list.
Create Company Types
Nutshell comes with several Company types already specified under Setup > Company Types. You can keep them or delete them, and you can add your own custom Company Types.
To add a Company type to your Company, click on the drop-down menu on the right side of a company page.
Delete Company Types
To remove a Company Type, hover over the Company Type and click the red X that appears to the left of the name.
Apply Company Type to a Company
- Click an individual Company
- Click Company Type on the top right
- Click to choose the Company Type you wish to add
Additionally, you can import and match a column in your CSV file to the Company > Company type field in Nutshell. Learn how to import Company Types in Nutshell.
Filter Company Types
Company Types are a great way to filter Leads, Companies, or People in Nutshell.
- Click Companies, People, or Leads
- Click the "Add filter" button
- Search for or click "Company type"
Create Custom Reports based on Company Type
You can use filters to run lead reports based on your prospect's Company types. Simply specify which Company types you want to include in the report on the left-hand side under "Applied Filters" and "Company type".
Automatically change Company Type when related Leads are closed
Using sales automation, you can configure Nutshell to automatically change the company types of all companies related to leads, when leads are won, lost, or cancelled. For example, when a lead is won, you might ask Nutshell to automatically set Potential customer to Customer, so you can easily segment your list of businesses.
Why not use the Industries?
A company's industry could be "Medical", "Web development", "Accounting". Company Types describe the company's relation to you, i.e. whether they are a Prospect, a Former customer, a Supplier, etc.