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  1. Nutshell
  2. Best Practices
  3. Protips and workflows

Protips and workflows

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  • Lists: Best Practices
  • Work faster using keyboard shortcuts
  • Using Nutshell to track your product or service delivery and fulfillment
  • How do I customize my dashboard to help me stay focused on my goals?
  • How to send text messages to your prospects with Nutshell
  • Tracking Recurring Revenue
  • Automatically close leads that don't respond, with a reminder to follow up later
  • What is the best way to track prospects in Nutshell?
  • How can I import my existing Nutshell contacts to Google Contacts?
  • How do I format my file to import parent-child companies?
  • How to print from Nutshell
  • How should I configure my email-sharing settings in Nutshell as a manager?
  • How can I automatically reassign my decayed Leads to another individual or team? [Nutshell Pro]
  • See your Nutshell contacts on your Android phone for caller ID
  • Clone leads to eliminate data entry for repeat sales
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