Using Nutshell
Get 24/7 help and support with our collection of instructional articles and videos.
FAQ
- Getting started with Nutshell: a setup guide so you can hit the ground running on day one
- A short Nutshell dictionary
- Nutshell FAQs
- How do I cancel my trial?
- I am trying to disable a user and am getting a reassignment error message
- I'm getting an error with my SMTP settings!
My Nutshell account
- Gmail sync FAQ
- Office 365 email sync FAQ
- Sync Google Calendar with Nutshell
- Chrome extension for Gmail
- Sync your Office 365 calendar
- Microsoft Outlook Add-In
My Dashboard
Using Companies, People, and Leads
- Create new companies, people, and leads
- Easily Associate Emails with the Correct Lead in Nutshell
- Select the primary contact person at a company
- Working with lists of Companies, People, and Leads
- How do I edit, bulk edit, and delete companies, people, and leads?
- How to react and comment on timeline entries and mention your teammates
Using leads for sales tracking
- Lead channels: Where do your best leads come from?
- Prioritize your hot leads
- Identify sales trends with lead charts
- Close a lead by changing the lead status
- How to track the value of your leads and measure your sales using products
- Using the Lead Board
The basics of email
- How to connect your email with Nutshell
- Send an email from Nutshell
- Organizing your emails in Nutshell
- BCC your emails into Nutshell
- Email templates
- Personal email sequences [Nutshell Pro]
Nutshell mobile
- iOS: General overview
- Android app: General overview
- iOS: Create activities
- Android: Create and log activities
- iOS: import contacts from your iPhone mobile app to Nutshell
- Android: Add contacts from Android to Nutshell
Reporting
- Nutshell reports overview
- Report on your sales
- Report on lost leads [Nutshell Pro]
- Report on new leads
- Report on your sales forecast [Nutshell Pro]
- Create a custom report [Nutshell Pro]
About Nutshell
- Contact Nutshell
- End User License Agreement
- Privacy Policy
- System Requirements: browser and OS compatibility
- Status & Reliability
- Nutshell pricing