Kristen Gray
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Company Types: Create custom designations for your Companies
Organize your companies by their relationship to your business. Company types are a great way to differentiate the kinds of companies you add, import, and manage in Nutshell. Use company types to ...
Add territories to Companies and People
Define geographic regions, and use them to auto-assign leads to the right sales rep! Why use territories? Territories define specific geographic regions that your company uses to organize and assi...
What sources can I import from?
Learn how to easily import contacts from Office 365, Google, Outlook, or another CRM into your Nutshell account in a matter of clicks. You can also import directly from a spreadsheet. Check out thi...
Custom fields for companies, people, and leads
Custom fields are key to configuring your Nutshell account for your business. Learn the options and how to create a new custom field in this article! You can create custom fields for your companie...
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 hide and share emails?
You can decide how synced emails are shared in Nutshell with other team members, or keep all your emails private. Sometimes there are emails we do not need to share with all other teammates in Nuts...
How can I send bulk email with Nutshell?
In Nutshell, you can send mass emails using templates to quickly and easily communicate with a whole group of customers or prospects. Want to send the same email to multiple recipients all at once...
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 Email Mobile push Configure your notifications Click your user icon on the top ri...
User settings: viewing permissions and restricting non-administrators
Nutshell offers the right balance of flexibility and control to ensure that team members see what they need to and not what they don't need. In Nutshell, there are two types of users: administrator...
Add competitors to report on how they affect your leads
Learn how to add your competitors to Nutshell and report on them, to stay ahead of the game. In Nutshell, you can track competitors with your leads to gain insights into how your competitors influ...