Learn the basics
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
- Activities and tasks
- How to use the dashboard
- How to collaborate with your team
- How to use the Sales Report
- How to filter your companies, people, and leads
- How to bulk edit People, Companies, and Leads
- How to use the lead views
- How to search for companies, people, and leads in Nutshell