How to get started
Check out this series of short videos for getting started with your Nutshell account or to explore new features.
- How to create new companies and people
- How to create and use leads
- How to import your contacts
- How to use the dashboard
- How to filter your companies and people
- How to bulk edit People, Companies, and Leads
- How to use the lead views
- How to close a lead (Nutshell Starter)
- How to never drop the ball using tasks & activities
- How to collaborate with your team
- Updating billing and user information