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  1. Nutshell
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  3. Learn the basics

Learn the basics

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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
  • Nutshell Personal Inbox
  • 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
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