Configuring Nutshell
New to Nutshell? Start selling in no time with these guides for admins.
Getting started for admins
- Getting started with Nutshell: a setup guide for admins
- Am I an admin?
- Customize your new Nutshell account settings
- Markets: set up currency to do business internationally
- How do I create users in Nutshell?
- Activity types: Create custom activity types
Billing
Organize your information
- Custom fields for companies, people, and leads
- Create and use tags in Nutshell
- Company Types: Create custom designations for your Companies
- Add territories to Companies and People [Nutshell Pro]
- Organize and report on industries
- Create Products to track the value of your leads
Get your data into Nutshell
- How do I import companies, people, and leads from a CSV spreadsheet?
- VisitorIQ: Track and unlock potential companies to convert into customers
- Connected forms: track any form submission from your website in Nutshell
- Track website visitors with Nutshell Analytics
- Create a form to add new leads and contacts in Nutshell from your website
- Embed Nutshell Forms on your website in Wordpress and other CMS tools
Manage your team
Sales automation
- What is sales automation?
- How to create a custom pipeline with Nutshell sales automation
- How do I automatically assign leads to my team members?
- How do I automatically distribute leads into certain pipelines? [Nutshell Pro]
- How do I automate a lead's progress using stage goals? [Nutshell Pro]
- How do I create an automated task list? [Nutshell Pro]
Connect Nutshell with your other apps
- How to connect Calendly with Nutshell
- API keys: Create API keys to integrate 3rd-party apps
- Slack: receive Nutshell notifications in your Slack channels
- Connect Nutshell with Intercom to track chats in your CRM
- Create Quickbooks invoices from Nutshell leads
- Connect Nutshell to your other tools using Zapier