Start Selling With Nutshell In No Time

1. Connect email

Sync your email to Nutshell to get everything connected from the start. Just follow this simple process to get going:

Make sure your email is listed in your Nutshell profile. Not sure if it is? Click here to add it!
Set up the ability to send emails from Nutshell. Just go to the “Send” section of your settings and click “Set up email with Nutshell.”
Start syncing your emails with Nutshell to see all messages you send or receive with Google or Office 365 in one place. Click on the “Sync” section of your settings and toggle the switch to turn on sync!
Have Outlook or another email provider? Click “Learn More” below for specific instructions.

Set up email LEARN MORE

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2. Import contacts

With your email ready to go, you need to get your contacts into Nutshell. Fortunately, we make this process super easy.

Just go to Company Settings > Import and select the option that suits your needs. Options include:

Office 365
G Suite
Spreadsheet
Another CRM
And more!

Watch the video to catch a more in-depth view at the process!

Want us to import your data for you? We’re happy to take that off your hands. Just fill out a quick white-glove import request here!

Import contacts LEARN MORE

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3. Invite a team member

To take advantage of Nutshell’s collaboration tools and increase your team’s productivity, add a team member!

Update your number of users at Company Settings > Billing.
Go to the “Users & teams” section of your settings and click “New user.”
Fill in the info, and create the user!

Invite a new user LEARN MORE

How to add and remove team members, white text on green background

4. Create a custom field

Make Nutshell work for your business with custom fields, such as internal customer order numbers or important dates. You can create a custom field for companies, people, and leads by following these steps:

Go to the Setup section under “Custom fields.”
Choose where the field will be created by scrolling to one of the gray headers for lead custom fields, company custom fields, or people custom fields.
Click “+ Add custom field” under the header of your choice and fill in the information. (P.S., if you need more info about your options here, check out this support article.)
Start using the custom field by adding it as a column on the companies, people, or leads tab!

Go to Custom Fields LEARN MORE

5. Create a Nutshell form

Get the most out of Nutshell with custom forms that automatically create new companies, people, and leads in Nutshell when someone submits their information. The process only takes a few steps:

Go to Company Settings > Forms and click “Create new form.”
Choose your form template (and customize it) or start from scratch.
Customize and publish your form.
Embed your new form on your site, or anywhere else you might want to use it, and watch the new contacts roll in!

Go to Nutshell Forms LEARN MORE

6. Create and use leads

Make Nutshell work for you with the Leads tab. In this section of your CRM, you can keep track of all potential sales as they progress through your pipeline. Here you’ll find info related to any leads you’ve previously imported or created in Nutshell.

To access more detailed information about a specific lead, just click on their name. Watch the video to learn more about how Nutshell’s user-friendly Leads page empowers you to close more deals.

Go to your Leads page LEARN MORE

How to create and use Leads in Nutshell, white text on a blue background

7. Integrate Nutshell with your other tools

Streamline your workflow with Nutshell integrations. Our super simple integrations empower you to run your business from a single tool, saving you time and boosting your efficiency. And the best part is: the setup is so easy you won’t even need an IT department.

Find your favorite business tools in our integrations hub to get started! Don’t see the integration you’re looking for? Contact our support team and they can help!

Go to Integrations

a screenshot of integration options for nutshell

8. Add Nutshell Analytics to your site

Unlock more information about how leads interacted with your company — even before they became a lead — with Nutshell Analytics. By embedding a snippet of code on your site, you can track pageview and visitor stats for your website right in the Nutshell app. Plus, if you’re a Nutshell Pro user, you can see which pages a visitor viewed before becoming a lead.

Just go to Nutshell Marketing > Analytics to get started, and if you need a hand embedding the code, let us know — we’re happy to take care of it for you!

Go to Nutshell Analytics LEARN MORE

9. Try out Nutshell Campaigns

Have you checked out our email marketing software? With Nutshell Campaigns, get your CRM and email marketing under one roof. Every customer has access to create designs and send up to 150 emails per month, so you can target your CRM contacts with high-converting emails in a snap.

Just head to the Marketing tab of your Nutshell account to get started!

Go to Nutshell Campaigns LEARN MORE