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Greg Wilson

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Latest activity by Greg Wilson
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    Greg Wilson created an article,

    Migrating 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,

    Email view tracking

    If you send email from within Nutshell, we'll automatically track how many times the recipient(s) have opened your emails. How to use To track whether an email has been viewed, simply ensure that t...

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    Greg Wilson created an article,

    Upload/attach files to Companies, People, and Leads

    Users can upload/attach files to Companies, People, and Leads from Box, Google Drive, via a URL (Web images), or via their computer camera (Take Picture).     Where can I upload files from? Your ...

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    Greg Wilson created an article,

    Custom report

    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 in Nutshell to allow third-party applications to communicate with Nutshell. For example, you can have a form on your website automatically create a new lead when a user fills it out...

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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 peop...

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    Greg Wilson created an article,

    How to collaborate with your team

    Learn how to manage notifications, mention users in notes and comments, and manage users and teams. Check out this video to see how to set up notifications, mention teammates in notes and comments,...

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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...