Organize your information
Customizing your business organization in Nutshell is easy, and important for tracking the key data you need to make informed decisions about your customers and sales.
- Custom fields for companies, people, and leads
- Create and use tags in Nutshell
- Company Types: Create custom designations for your Companies
- Add territories to Companies and People [Nutshell Pro]
- Organize and report on industries
- Create Products to track the value of your leads
- Sources: identify where your Leads come from
- Outcomes: Why are you losing and canceling leads?
- Add competitors to report on how they affect your leads