Hi there! Thanks for checking out Nutshell. I hope you are as excited as we are to kick off improving your connections with contacts, building better relationships, and connecting your CRM to your bottom line by increasing sales. This step-by-step checklist will guide you through the basic setup process to ensure you're getting the most out of Nutshell from day 1.
Step 1: Settings
What better place to start than the easiest way to make your Nutshell account your own? Add your company's name to Nutshell, upload your logo, and set up system-wide default configurations – such as your business hours and the start of your week/fiscal year.
Step 2: Email
Now that you've completed the basics, connect your email account with Nutshell. Check out the articles below to configure your email account with Nutshell so you can easily keep in touch with your contacts and leads.
- Getting started with email in Nutshell - a guide
- Get email into Nutshell from your inbox
- Set up your email signature
- Create email templates
- Learn how to send email from Nutshell
Step 3: Organization
Before you start to import any data, or create any Companies, People, and Leads in Nutshell, you'll want to setup and organize what kind of data you need to see and track with your contacts. Read the articles below to define and create the fields you'll need most.
- Create Custom Fields
- Create Industries
- Create Company Types
- Create Activity Types
- Create Tags
- Create Territories
Step 4: Lead Tracking
By taking the steps to set up lead tracking in Nutshell early on, you will be able to take full advantage of Nutshell's powerful lead reporting capabilities. The information your sales team knows about your prospects over time can be translated into critical changes to your business to take your sales to the next level.
You're almost there! With lead tracking set up, you'll be able to work leads through the stages in your Sales Process, add sources and products to report on at a later time, as well as track pricing based on the markets your teams work in (US Currency, Euro, Pound, etc) and automate lead distribution amongst your team.
- Set up Stages
- Add your Products
- Add your Markets
- Add your Sources
- Add Outcomes
- Add Competitors
- Set up Automatic Lead Distribution
- Round Robin Lead Distribution (for even distribution of leads across a team)
Step 5: In-Depth Sales Process (Pro Only)
Have a Pro account or considering one? One of the most robust features of Nutshell is standardizing your Sales Process by defining the steps each team member should follow. Need to remember to schedule a follow-up call, or automate when you create a business proposal? Use our in-depth Sales Process Steps and Triggers!
Step 6: Team Setup
The finish line is in sight, and with that, better communication and a more aligned sales team! Follow the links below to start adding your co-workers to Nutshell and get them set up for success.
- Add your Sales Team
- Assign User Types in General Settings
- Organize your Colleagues into Sales Teams
- Set up Sales Quotas
- Set up Restrictions for Users with Limited Access
Step 7: Import
Eureka! The last step is always the most important (pun intended). Use the links and articles below to get your contacts into Nutshell. Then get started on building better relationships and closing deals. Hurray!
- Importing - Best Practices (start here to see how to best format your CSV file before import)
- Import Companies, People, and Leads from a spreadsheet
- Import from Google Contacts
- Import from Highrise
- Import from SalesForce