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Basics

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Here are a few videos to guide you through the basics of Nutshell. If you get stuck or need any help, get in touch.

90 seconds

Welcome to Nutshell

4 Minutes

Add a Person and Company

9 Minutes

Create and use Leads

23 Minutes

Sales automation

CRM Activity Report - Boost efficiency with team productivity tracking section

5 Minutes

Activities and Tasks

a screenshot of a Nutshell lead in the Researching stage of the sales pipeline

3 Minutes

Sales Automation Setup

2 Minutes

Sales Dashboard

1 Minute

Set up follow up reminders

3 Minutes

Personal Email Sequences

3 Minutes

Reports

Smart Lists announcement with the tagline "Organize your contacts with dynamic lists"

2 Minutes

Using Lists

Nutshell Product Categories - Filter and Report on Product Categories in Your CRM

1 Minute

How to create products

Using Nutshell

Get 24/7 help and support with our collection of articles and videos.

Learn More

Configuring Nutshell

New to Nutshell? Start selling in no time with these guides for admins.

Learn More

Webinars

Hit the ground running and learn the basics of Nutshell.

Learn More

Not what you were looking for? Search our help center.

Use the widget in the top right hand corner to find more videos, browse through our support articles, or fire up a quick chat with a Nutshell expert.

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