Training videos

How to get started

• 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

See all 11 articles

Nutshell Pro

• What do I get with Nutshell Pro?
• How to set up sales automation [Nutshell Pro]
• How to use the funnel report [Nutshell Pro]
• How to set up and use click-to-call [Nutshell Pro]
• How to close a Lead [Nutshell Pro]
• Introduction to email sequences [Nutshell Pro]

Reporting

• How to use the Sales Report

Webinars

• New user webinar: hit the ground running and learn the basics of Nutshell
• Register for a demo
• Reports deep dive