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Kristen Gray

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  • How to use the funnel report [Nutshell Pro]

    Check out this quick video to learn about the benefits of using the funnel report!   Helpful Articles: Funnel report [Nutshell Pro]

  • How to set up and use click-to-call [Nutshell Pro]

    Check out this quick video to learn how to set up and start using click-to-call!     Helpful Articles:  Click-to-call: Call contacts from your browser [Nutshell Pro]

  • Nutshell FAQs

    Here are Nutshell's most frequently asked questions.  How do leads work?  How can I update my billing? How do I set up my email? What's the difference between activities and tasks? Why am I having...

  • How to bulk edit People, Companies, and Leads

    Have you encountered the need to make mass or bulk edits to your People, Companies, or Leads? Here are some easy steps to make a big impact to your lists of contacts and leads. Helpful Articles:  ...

  • Privacy Policy

    What data does Nutshell collect and how is it used? How does Nutshell keep your information private? This Privacy Policy explains the practices and policies of Nutshell, Inc. (“Nutshell”) regard...

  • Updating billing and user information

    Learn how to make updates to your billing and user information, right from inside Nutshell.  

  • How to use the lead views

    Nutshell offers workflow flexibility so that anyone on your team can quickly access the lead information they need to win more business, faster. Want to learn about how to use the different lead vi...

  • Am I an admin?

    Learn more about what it means to be a Nutshell administrator and determine if you have been granted access to make account-wide changes to your company's Nutshell settings. To check if you are an ...

  • Updating your Nutshell profile

    Each user can update their personal Nutshell account preferences in Profile settings. Nutshell attempts to guess your time zone the first time you log in. To update your timezone: Click your user ...

  • I need help establishing my SMTP settings!

    Email settings vary widely, so we recommend asking your email administrator to confirm your SMTP Hostname or IP, port, your username, and your password. Try using the smtpout hostname, the SSL sett...