Protips and workflows
- 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 connect your appointment scheduler with Nutshell
- How to send text messages to your prospects with Nutshell
- What integration should I use to create Leads in Nutshell from my website?
- 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