Have you encountered the need to make mass or bulk edits to your People, Companies, or Leads? Here are some easy steps to make a big impact to your lists of contacts and leads.
Articles in this section
- How to create new companies and people
- How to create and use leads
- How to import your contacts
- How to use the dashboard
- How to filter your companies and people
- How to bulk edit People, Companies, and Leads
- How to use the lead views
- How to close a lead (Nutshell Starter)
- How to never drop the ball using tasks & activities
- How to collaborate with your team
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