Training videos
Watch and learn about Nutshell features and best practices.
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, people, and leads
- How to bulk edit People, Companies, and Leads
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]
Reporting
See all 1 articlesWebinars
- New user webinar: hit the ground running and learn the basics of Nutshell
- New Nutshell Admin Lunch and Learn
- Register for a demo