Kristen Gray
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How to send text messages to your prospects with Nutshell
Are you hoping to increase your connect rate with prospects and clients by reaching them conveniently with SMS messaging? Follow these steps to easily reach hundreds of clients a day by text, and N...
How do I add my colleagues to Nutshell?
Invite your team to join your Nutshell account to experience the full benefits of collaboration. Any administrator can create or remove users in Nutshell. Add a user Note that you should not add yo...
Sync your Office 365 calendar
See your calendar activities in your Microsoft Office 365, Outlook, and Nutshell calendars. You can now view all of your calendar activities inside of Nutshell or Office 365 which saves you time t...
Register for a demo
Are you a new or returning customer, and you would like to see more of what Nutshell has in store? Look no further! Sign up for a sales demo now by clicking here. These 30-minute live events take p...
Notifications: Receive alerts about what happens in Nutshell
Receive updates for important events in your Nutshell account. What types of notifications can I receive? In-app In-app notifications will appear in the lower left corner of your screen on any page...
Activity types: Create custom activity types
Set up the types of events you'll need to schedule and keep track of with your customers and leads. You can choose between Nutshell's default activity types when scheduling and logging activities. ...
Working with multiple pipelines [Nutshell Pro]
Nutshell Pro customers can define unique sales pipelines to track entirely different types of sales. Each pipeline has its own stages. Many businesses have more than one sales model. You might work...
What integration should I use to create Leads in Nutshell from my website?
So you want to save time by automatically populating Leads into Nutshell from your organization's landing page or website? The first step towards saving yourself buckets of time is perhaps the har...
New Nutshell Admin Lunch and Learn
Every Wednesday at noon ET/9am PT Welcome! Are you new to Nutshell and would like some help configuring the organization of your account, building a single pipeline, establishing Lead assignment ru...
Including an 'opt-out' or 'unsubscribe' option when sending emails from Nutshell
Are you leveraging tools in Nutshell like scheduled email sequences or bulk email templates to increase your brand awareness? Some organizations require an 'unsubscribe' or 'opt-out' option in ever...