Kristen Gray
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How do I export my Nutshell data?
The data you store in Nutshell belongs to you. Our export tools and open API make it easy to work with your data in any way you want. Export from listsExport from reportsExport full backup of all d...
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...
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...
Send outbound emails using SMTP settings and forward inbound emails using BCC
Are you wondering how you can email using Nutshell if you don't have a Google or Office 365 account? Adding your email provider's SMTP settings into Nutshell allows you to send emails from Nutshell...
Click-to-call: Call contacts from your browser [Nutshell Pro]
Does your team rely heavily on outbound calling? Nutshell's click-to-call is built into the Nutshell Pro pricing plan with no limitation on minutes or the number of calls you make. Click-to-call ca...
How to use the activity report [Nutshell Pro]
Helpful articles: Nutshell reports overview Activity report [Nutshell Pro] Save, share, and download reports Activity quotas: make sure your reps are meeting their daily goals Teams: Create t...
Markets: set up currency to do business internationally
Use multiple currencies, or price items differently based on location? Use Nutshell Markets to make your account international. Use markets when you're dealing with multiple currencies, or even jus...
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....
A short Nutshell dictionary
New to Nutshell? Find helpful definitions for CRM terms like activity, dashboard, lead, pipeline, sales process, and lists. CRM CRM, or Customer Relationship Management, is an industry acronym use...
How do I sync my Office 365 email?
Connect Nutshell with your Office 365 email account to send email from Nutshell and see Outlook emails inside your Nutshell account. Eliminate the busywork of copying important communication into y...