Best Practices
Nutshell tips and tricks to get the most out of the world's favorite CRM.
Protips and workflows
- How do I customize my dashboard to help me stay focused on my goals?
- How to connect your appointment scheduler with Nutshell
- How to send text messages to your prospects with Nutshell
- What integration should I use to create Leads in Nutshell from my website?
- Including an 'opt-out' or 'unsubscribe' option when sending emails from Nutshell
- Automatically close leads that don't respond, with a reminder to follow up later