Greg Wilson
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Activity overview
Latest activity by Greg Wilson-
Greg Wilson created an article,
How to migrate from Salesforce
Importing your Salesforce data is the first and best step to hit the ground running with your new, easy-to-use CRM that your sales team will love. How do I export my data from Salesforce? Nutshell...
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Greg Wilson created an article,
How to track emails sent from Nutshell
Sending email with Nutshell gives outreach experts like you even more insight into the kind of engagement you are getting from your network. If you want to see which of this month’s prospects have...
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Greg Wilson created an article,
Upload/attach files to Companies, People, and Leads
Need to keep track of documents, proposals, photos, or other files in the same place as your contacts? You can upload/attach files to Companies, People, and Leads from Box, Google Drive, via a URL...
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Greg Wilson created an article,
Create a custom report [Nutshell Pro]
Custom reports are powerful reports that can be used to gain insight into your leads. Create, save, and share custom reports amongst team members who need to know your numbers. Administrators and u...
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Greg Wilson created an article,
API keys: Create API keys to integrate 3rd-party apps
Create API keys to allow third-party applications to communicate with Nutshell. This feature can automatically create new leads when users complete a form on your website, or retrieve information a...
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Greg Wilson created an article,
How do I update my billing plan and payment information?
Do you need to update the number of users in your Nutshell subscription, or change your method of payment? Follow these steps! Visit Nutshell billing Choose your plan, including the number of peo...
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Greg Wilson created an article,
iOS: Create companies, people, and leads
Use Nutshell's mobile app to add contacts on the road. In Nutshell, People represent individuals, Companies represent individual companies, and Leads represent business deals with your companies an...