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Christina David

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Activity overview

Latest activity by Christina David
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    Christina David created an article,

    How to use the Sales Report

    Watch this video to learn how to report on your sales inside of Nutshell using our out-of-the-box sales report. To learn more about the sales report in Nutshell, check out this article. 

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    Christina David created an article,

    Need help importing your data?

    Are you struggling with how to import your data? Use Nutshell's complimentary white-glove import service to accelerate your Nutshell setup. What is a white-glove import? We want to make switching t...

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    Christina David created an article,

    How to set up sales automation [Nutshell Pro]

    Check out this quick video to learn how to automate your own sales process.   Helpful Articles:  Nutshell Sales Process Worksheet What is sales automation? How do I edit pipelines? How do I autom...

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    Christina David commented,

    Hi Max,Thanks for getting back to us and sharing this awesome feedback. This is really valuable. I can see how being able to shift+click could help you out and improve your experience. We'll be sur...

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    Christina David commented,

    Hi TRA! Thanks for your suggestion of an audit trail in Nutshell! That's a great request. We look forward to hearing how many others want to have the ability to audit what their team members in Nut...

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    Christina David created an article,

    Sync Nutshell activities to your Exchange calendar

    See your scheduled Nutshell activities in a Microsoft Exchange Outlook calendar. Activities you create in Nutshell can be automatically added to Microsoft Exchange calendars (and all associated Out...

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    Christina David created an article,

    What should I do if my Gmail is no longer syncing with Nutshell?

    Learn how to reconnect your Gmail account with Nutshell when your email and calendar sync is not working. Did you receive an error when you tried to send an email from Nutshell, or sync emails to N...

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    Christina David created an article,

    Android: Create companies, people, and leads

    Use Nutshell's mobile app to add contacts on the road. Check out the short videos below to learn how to create companies, people, and leads via our mobile app for Android.  Click here to download t...

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    Christina David created an article,

    What do I get if I upgrade from Nutshell Classic to Nutshell Pro?

    Watch this video to learn more about Nutshell Pro vs. Nutshell Classic, and why it is worth upgrading.   Upgrading to Pro is easy. To learn more about how to enhance your Nutshell experience, chec...

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    Christina David created an article,

    Android: Add contacts from Android to Nutshell

    Learn how to add your Android contacts to Nutshell with just a tap on your screen. Click here to download the free Nutshell app for Android.    Just follow these quick and easy steps! Tap the  but...