Training videos

Learn the basics

• How to create new companies and people
• How to create and use leads
• Activities and tasks
• Nutshell Personal Inbox
• How to use the dashboard
• How to collaborate with your team

See all 11 articles

Set up your account

• Updating billing and user information
• Adding, removing, and updating user information
• How to import your contacts
• How to create teams in Nutshell

Nutshell Pro

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

Webinars

• Nutshell Basics: hit the ground running with your new Nutshell account
• New Nutshell Admin Lunch and Learn
• Register for a demo