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  1. Nutshell
  2. Training videos

Training videos

Watch and learn about Nutshell features and best practices.

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
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