Getting started with Nutshell: a setup guide for admins

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 guide will walk you through the basic setup process to ensure you're getting the most out of Nutshell from day 1. 

Click here to start your onboarding journey

Setting up the most important features of your Nutshell account so that you and your team can start using it should take less than a day, no setup fees or expert consulting required!

Prefer a hard copy? We've got your back! You can download an interactive PDF by clicking on the attachment at the bottom of this page. 

Lastly, please join us on Wednesday at noon Eastern/9am Pacific for a free, interactive webinar with a member of our customer success team. We'll cover the most common aspects of setup and look forward to answering your questions.