Kristen Gray

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  • December 2019: The Shipping News

     Nutshell's December Shipping News has arrived! Watch the video below to learn more about last month's product developments.   Click here if you missed the video about our recent integration launc...

  • How do I create a forecast report?

    Quick view of your sales to date, pipeline, projected sales, and whether your team is on track to meet quota. The Nutshell forecast report provides a way to view and compare your pipeline, sales t...

  • Organize and report on industries

    Industries help you identify your customer's company classifications. Industries are a great way to differentiate and organize the kinds of companies you add to Nutshell. Use industries to help cat...

  • July 2020: Personal Email Sequences

    Nutshell has your back! We’ve designed automated emailing to make sure you look good when your emails land in your lead’s inbox.  To learn even more about how to set up and use Nutshell's new auto...

  • How to view Nutshell activities in an external calendar

    Learn how to subscribe to your Nutshell Calendar Activities to view them in your Apple, Google, Microsoft, or other calendar application.  Visit your calendar settings page in Nutshell and scroll t...

  • Summer 2020: The Shipping News

    Nutshell's Summer Shipping News has arrived! Watch the video below to learn more about last month's product developments.  

  • iOS: General overview

    When you first download Nutshell, you’ll first notice the beautiful login/signup screen. If you have yet to sign up for a trial, we encourage you to do so. You can login with Google Single Sign On ...

  • Using Nutshell to track your product or service delivery and fulfillment

    Is Nutshell supercharging your sales operations to successfully close more deals? Are you interested in leveraging your CRM to track your delivery and fulfillment needs? Read on to learn how our mo...

  • Send an email from Nutshell

    Want to keep in touch with your contacts without having to leave the page, or open up your email provider? With Nutshell, you can send emails at the touch of a button, without ever leaving the app....

  • How do I cancel my trial?

    Your account will be automatically closed at the end of your 14-day trial and any information you have added to Nutshell will be deleted - there's no need to officially cancel with us and you will ...